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  5. ›27-0004 - Municipal Board Advisor

West Liberty University·West Virginia

27-0004 - Municipal Board Advisor

Closes in 3 days$150k – $300kRequest for Quotation
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Description

West Liberty University seeks a qualified Municipal Bond Advisor to guide the institution through a $9‑$11 million bond financing for campus capital‑improvement projects. The advisor will evaluate financing alternatives, structure the transaction, coordinate with bond counsel, underwriters, rating agencies, and provide support through pricing, closing, and post‑closing reporting. The scope includes delivering a financing alternatives memorandum, debt‑capacity analysis, board presentation materials, and all ancillary documentation required for a successful bond issuance. The contract is a one‑time purchase with a preference for a fixed‑fee arrangement and reimbursable expenses; the vendor must be a registered municipal advisor with experience in higher‑education bond financings and be licensed in West Virginia. • Conduct financing evaluation, debt‑capacity analysis, and develop schedule/timeline. • Coordinate all financing team participants (counsel, underwriters, trustees, rating agencies). • Provide rating‑agency support, pricing analysis, and closing assistance, delivering required memoranda and presentation decks.

Attached files

Contact

Patrick Kelly(Director of Purchasing)

[email protected]

Key dates

Opened
10/2/2026
Questions due
10/21/2026
Closes
11/4/2026
Projected award
11/23/2026
Duration
12 months

Last updated

Details

Type
Request for Quotation
Industry
Financial Services
NAICS
523930
Solicitation №
RFQ 27-0004

Budget estimate

$150,000 – $300,000

The RFQ does not state a fixed advisory fee, but typical municipal bond advisory fees range from 0.5% to 2% of the bond amount. For a $10 M issuance, this equates to $50,000‑$200,000. Adding reimbursable expenses and possible hourly rates, a realistic total fee could fall between $150,000 and $300,000.

AI estimate from the solicitation

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