Municipal Advisory Services

Zone 7 Water Agency, a special district serving eastern Alameda County, is seeking a qualified municipal advisor to act as its sole advisor for upcoming debt issuance(s) related to water‑treatment infrastructure and bond refunding. The consultant must be registered with the SEC and MSRB, possess at least five years of municipal advisory experience, and be able to guide the Agency through debt analysis, financing structures, market timing, and post‑sale advisory services. The contract will be for one year (January 2027 – December 2027) with possible extensions, and compensation will be based on fixed transaction fees plus time‑and‑materials rates for on‑call services. • Scope includes reviewing existing water revenue bonds, updating debt‑management policy, conducting affordability analyses, and preparing financial models and pro‑formas. • Advisor will assist with new‑money issuance (≈ $25‑$65 M) and/or refunding of outstanding bonds (≈ $51.5 M), coordinating underwriting, bond counsel, rating agencies, and other financing team members. • Deliverables: market analysis, bond structuring recommendations, preparation of offering documents, coordination of competitive or negotiated sales, and post‑sale investment advice. • Mandatory qualifications: SEC/MSRB registration, California business registration, ≥5 years municipal advisory experience with comparable water/utility agencies, and adequate insurance. • Timeline: Questions by Nov 5 2026, proposals due Nov 19 2026, interview (if needed) Dec 15 2026, award expected Jan 20 2027.