Mailbox Only - RFP for Municipal Advisor Services

The City of Fresno is seeking a qualified municipal advisor to provide comprehensive advisory services for its municipal securities program over a five‑year period, with two optional one‑year extensions. The advisor will assist in structuring, marketing, and executing bond issuances, as well as offering ongoing policy and financial consulting. The contract is mailbox‑only, requiring electronic submission via Planet Bids, and the award will be based on best‑value criteria including cost, technical capability, and past performance. • Scope includes project analysis, transaction support, ad‑hoc consulting, and policy review for anticipated $100 M bond issuance and future financing needs. • Deliverables: financing plans, coordination of bond teams, preparation of official statements, rating‑agency and insurance presentations, market‑timing advice, and post‑closing analysis. • Contractor must meet extensive insurance, non‑collusion, local‑preference, and public‑record requirements; must provide detailed fee proposals (flat‑fee and hourly rates) and maintain professional liability coverage.