Description
The State of Maine, Office of the State Treasurer, is seeking a Debt Management Financial Advisor to provide debt management services. The selected advisor will assist and advise the Office of the State Treasurer on all matters related to the sale of bonds and maintenance of the debt portfolio. The advisor will also provide documents, analysis, and publications, and assist in the sale of bonds and presentations to rating agencies. The contract will be for an initial period of 3 years, from July 1, 2026, to February 28, 2029.
Some key aspects of the proposal include:
* The advisor must have experience in debt management and financial advisory services.
* The advisor must be able to provide a comprehensive debt management plan, including analysis and recommendations.
* The advisor must be able to assist in the sale of bonds and presentations to rating agencies.
* The advisor must be able to provide documents, analysis, and publications as required.
* The contract will be awarded based on a 100-point scale, with 30 points for organization qualifications and experience, 40 points for proposed services, and 30 points for cost proposal.
* The selected advisor will be required to execute a State of Maine Service Contract with appropriate riders.
Some of the key requirements for the proposal include:
* The proposal must be submitted in four files, each with specific information and attachments.
* The proposal must include a proposal cover page, responsible bidder certification, qualifications and experience form, subcontractors form, proposed services form, and cost proposal form.
* The proposal must be submitted electronically, with a maximum file size of 15MB per file.
* The proposal must be received by the submission deadline date and time.