When is the submission deadline?

Submissions are due August 27, 2026. Questions must be submitted by August 4, 2026.

It was issued by City of St. Charles. The work is located in St. Charles, Illinois, United States.

Who is a good fit for this opportunity?

Municipal financial advisory firm with public-sector debt expertise. Demonstrated experience advising cities on bond, note, loan, lease, and installment financings. Strong background in debt portfolio review, restructuring, and refunding strategies. Capability in debt capacity, affordability, and scenario modeling for local governments. Knowledge of post-issuance compliance and continuing disclosure requirements. Familiarity with municipal market conditions, investor demand, and regulatory developments. Experience serving as lead financial advisor and transaction manager on public finance engagements. Ability to support a multi-year government advisory relationship.

Municipal Financial Advisory Services (Due August 27, 2026)

Overview

Financial, Legal, HR & Staffing

St. Charles, Illinois, United StatesPosted: July 21, 2026Deadline: August 27, 2026

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SUMMARY

The City of St. Charles, Illinois seeks a financial advisory firm to provide municipal debt planning, issuance, and management services. The contract will run for five years and includes strategic public finance advisory support.

KEY REQUIREMENTS

Must be registered as a Municipal Advisor with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board
Must have at least five years of experience providing municipal advisory services to local governments or public agencies
Must demonstrate recent experience advising Illinois municipalities on bond or loan financings
Must demonstrate capability to manage competitive, negotiated, and direct-placement financings
Must be able to provide evidence of financial stability
Must carry insurance acceptable to the City
Must be able to provide references from similar projects within the past five years

CONTRACT DURATION

60 months

TIMELINE

RFP published: July 20th, 2026

Questions due: August 4th, 2026

Answers published: August 11th, 2026

Responses due: August 27th, 2026

Invitations to interview: Week of September 7th, 2026

Interviews: September 2026

Anticipated award date: October 2026

QUESTION DEADLINE

August 4, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

City of St. Charles

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DESCRIPTION

The government authority in St. Charles, Illinois is seeking a vendor to provide municipal financial advisory services. The selected firm will support the city in debt planning, debt issuance, debt management, and related public finance matters over a five-year contract term.

Scope of services includes reviewing the city's outstanding debt portfolio and identifying opportunities for restructuring, refunding, or other debt service savings strategies. The advisor will also assist with developing or updating debt management policies, post-issuance compliance procedures, and financing guidelines, as well as performing debt capacity, affordability, and scenario modeling based on the city's budget, capital plan, legal debt limits, and revenue profile.

Additional responsibilities include advising on continuing disclosure obligations, market disclosure practices, interest rate trends, investor demand, market access, refunding opportunities, and legislative or regulatory developments affecting municipal issuers. For debt issuance services, the selected firm will serve as the city's lead financial advisor and transaction manager for bond, note, loan, lease, installment, or other financing transactions. Questions are due by August 4, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due August 27, 2026. Questions must be submitted by August 4, 2026.
Who issued this RFP?: It was issued by City of St. Charles. The work is located in St. Charles, Illinois, United States.
Who is a good fit for this opportunity?: Municipal financial advisory firm with public-sector debt expertise
Demonstrated experience advising cities on bond, note, loan, lease, and installment financings
Strong background in debt portfolio review, restructuring, and refunding strategies
Capability in debt capacity, affordability, and scenario modeling for local governments
Knowledge of post-issuance compliance and continuing disclosure requirements
Familiarity with municipal market conditions, investor demand, and regulatory developments
Experience serving as lead financial advisor and transaction manager on public finance engagements
Ability to support a multi-year government advisory relationship

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