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West Virginia University·Virginia

Financial Advisor

Closes 6/2/2026$200k – $500kRequest for Proposal
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Description

West Virginia University (Board of Governors) is seeking a qualified financial advisory firm to provide comprehensive municipal finance consulting services. The scope covers market analysis, debt structuring, bond issuance support, rating‑agency coordination, post‑sale analysis, ongoing debt‑portfolio management, policy development, and compliance assistance. The contractor will be paid via a combination of hourly rates, a not‑to‑exceed annual retainer, and per‑bond transaction fees. • Provide independent market updates, financing scenarios, and recommendations for new‑money issuances, refundings, and alternative structures. • Assist with all phases of bond transactions – from preparation of official statements and cash‑flow models to pricing strategy, bid evaluation, and post‑sale reporting. • Deliver ongoing debt‑management advisory services, including capital‑planning analysis, policy development, regulatory monitoring, and support for audits or investigations.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Katie McGuire

[email protected]

(304) 293-5711

Key dates

Opened
5/14/2026
Questions due
5/20/2026
Closes
6/2/2026
Projected award
6/30/2026
Duration
1 year

Last updated

Details

Type
Request for Proposal
Industry
Consulting Services
NAICS
541618
Solicitation №
RFP202690000716

Budget estimate

$200,000 – $500,000

No explicit contract value is disclosed. Based on typical municipal‑advisor fee structures (annual retainer $100‑200K plus per‑bond fees ranging from $10‑50K for each issuance), a realistic earnings range for a full‑service provider would be roughly $200K to $500K for the fiscal year covered by the contract. Larger bond volumes could push the high end higher, while a minimal advisory scope would keep earnings near the lower bound.

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