Financial Advising Services

Agency: Montgomery County
State: Pennsylvania
Type of Government: State & Local
NAICS Category:
  • 541219 - Other Accounting Services
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
  • 541990 - All Other Professional, Scientific, and Technical Services
Posted Date: Dec 11, 2025
Due Date: Dec 18, 2025
Solicitation No: 25-61
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Description

Project: Financial Advising Services
Ref. #: 25-61
Type: RFP
Status:
Open
Open Date: Nov 15th 2025, 2:00 PM EST
Questions Due Date: Dec 12th 2025, 1:00 PM EST
Close Date: Dec 18th 2025, 10:30 AM EST

Project Description: The County, on behalf of the Finance Department, seeks proposals for Financial Advisor Services
The County has approximately $700,00 million in outstanding debt, a proposed $1.0 billion five-year capital plan (2026 – 2030) which will require multiple debt issuances, and potential refunding opportunities of existing outstanding debt. The selected Advisor(s) shall provide advice with respect to financing opportunities, managing the County’s debt portfolio and debt requirements.


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