Financial Advisory Service for The City of Madison
| Agency: | Polk County Public Schools Facilities and Operations |
|---|---|
| State: | Florida |
| Type of Government: | State & Local |
| NAICS Category: |
|
| Posted Date: | Mar 26, 2026 |
| Due Date: | Apr 27, 2026 |
| Solicitation No: | RFP 2026-1510-01 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
Main
Agency
City of Madison, Georgia
City of Madison, Georgia
Status
Active
Active
Fiscal Year
2026
2026
Type
Request for Proposal
Request for Proposal
Department
Finance
Finance
Online Submissions
Yes
Yes
Project Estimate
Piggyback Solicitation
No
No
Insurance Required
Yes
Yes
Bid Bond Required
No
No
Bid Bond Amount
Performance Bond Required
No
No
Performance Bond Amount
Construction Bond Required
No
No
Construction Bond Amount
Scope of Services
Services may be performed on a project-by-project basis and may include, but are not limited to, the following:
Financial Condition Review and Baseline Assessment • Review the City’s recent financial performance, including audited financial statements, budgets, and management reports.
• Evaluate the City’s current budget, revenue structure, operating trends, and expenditure patterns.
• Review any existing financial projections, capital improvement plans, or long-range financial studies prepared by the City or other consultants.
• Identify and utilize relevant analyses already completed for the City by outside consultants, auditors, engineers, or other advisors in order to avoid duplication of effort or cost. • Evaluate the City’s current debt profile, including outstanding obligations, repayment schedules, and debt service coverage levels.
• Analyze the City’s capital structure relative to its revenue sources and projected financial capacity.
• Identify potential financial risks or structural issues that could affect the City’s long-term financial condition.
• Provide recommendations regarding financial management practices, budget planning, and debt management strategies. Capital Planning and Financial Modeling • Develop a comprehensive capital planning model to evaluate long-term capital needs and financing strategies.
• Incorporate variables such as project timing and costs, available revenue sources, cash versus debt funding strategies, debt amortization structures, and projected growth in revenues and expenditures.
• Evaluate various financing scenarios and their impact on the City’s operating budget and financial position.
• Analyze the City’s debt capacity and affordability under multiple economic scenarios.
• Develop scenario analysis to evaluate the financial impact of different capital project priorities and funding strategies.
• Work collaboratively with City staff to refine model assumptions and ensure the model can be maintained internally by the City.
• Assist in presenting capital planning scenarios to the City Council or other governing bodies as requested.
Debt Issuance and Financing Advisory Services • Evaluate financing options including general obligation bonds, revenue bonds, installment financings, bank loans, direct placements, and other financing structures.
• Develop recommended plans for proposed financings.
• Evaluate alternatives including public market debt versus private placements.
• Assist the City in preparing for debt issuance, including preparation of financing schedules and financial data review.
• Prepare quantitative schedules including sources and uses of funds, debt service schedules, and key bond statistics.
• If requested, assist the City in selecting members of the financing team such as underwriters, lenders, trustees, or other participants.
• Assist in developing and evaluating solicitation materials such as Requests for Proposals for lenders or underwriters.
• Coordinate interviews with prospective financing providers and assist in negotiating financial terms.
• Develop and maintain financing timetables identifying key milestones and required approvals.
• Assist in preparing and presenting financing information to the City Council or other governing bodies. • Advise the City regarding market conditions and factors affecting interest rates and investor demand.
• Assist in negotiating final pricing and terms of the financing.
• Assist in coordinating closing logistics and preparation of flow-of-funds schedules.
Credit Rating Strategy and Ongoing Advisory Services • Prepare credit profiles for the City and evaluate factors affecting its credit ratings.
• Assist in preparing rating agency presentations and supporting materials.
• Develop rating strategies and assist the City in meetings with credit rating agencies.
• Monitor the City’s existing debt portfolio and identify potential refinancing opportunities.
• Provide ongoing advice regarding market conditions affecting municipal borrowing.
• Assist in reviewing and updating financial policies including debt management and reserve policies.
• Provide guidance regarding regulatory developments affecting municipal issuers.
• Serve as the City’s Independent Registered Municipal Advisor for purposes of applicable federal regulations.
Capital Planning Tools and Analytical Capabilities • Respondents should describe any proprietary or internally developed capital planning, financial forecasting, or debt capacity modeling tools available to assist the City.
• Provide examples of how such tools have been used to assist other municipal clients in evaluating capital project timing, funding sources, and long-term financial sustainability.
• Describe the ability of such tools to model alternative financing structures, project phasing, revenue projections, and financial ratios.
• Explain how the City’s staff could utilize or maintain the planning tools following initial implementation.
• Provide examples of deliverables or dashboards that may be produced to support decision making by elected officials and staff.
Services may be performed on a project-by-project basis and may include, but are not limited to, the following:
Financial Condition Review and Baseline Assessment • Review the City’s recent financial performance, including audited financial statements, budgets, and management reports.
• Evaluate the City’s current budget, revenue structure, operating trends, and expenditure patterns.
• Review any existing financial projections, capital improvement plans, or long-range financial studies prepared by the City or other consultants.
• Identify and utilize relevant analyses already completed for the City by outside consultants, auditors, engineers, or other advisors in order to avoid duplication of effort or cost. • Evaluate the City’s current debt profile, including outstanding obligations, repayment schedules, and debt service coverage levels.
• Analyze the City’s capital structure relative to its revenue sources and projected financial capacity.
• Identify potential financial risks or structural issues that could affect the City’s long-term financial condition.
• Provide recommendations regarding financial management practices, budget planning, and debt management strategies. Capital Planning and Financial Modeling • Develop a comprehensive capital planning model to evaluate long-term capital needs and financing strategies.
• Incorporate variables such as project timing and costs, available revenue sources, cash versus debt funding strategies, debt amortization structures, and projected growth in revenues and expenditures.
• Evaluate various financing scenarios and their impact on the City’s operating budget and financial position.
• Analyze the City’s debt capacity and affordability under multiple economic scenarios.
• Develop scenario analysis to evaluate the financial impact of different capital project priorities and funding strategies.
• Work collaboratively with City staff to refine model assumptions and ensure the model can be maintained internally by the City.
• Assist in presenting capital planning scenarios to the City Council or other governing bodies as requested.
Debt Issuance and Financing Advisory Services • Evaluate financing options including general obligation bonds, revenue bonds, installment financings, bank loans, direct placements, and other financing structures.
• Develop recommended plans for proposed financings.
• Evaluate alternatives including public market debt versus private placements.
• Assist the City in preparing for debt issuance, including preparation of financing schedules and financial data review.
• Prepare quantitative schedules including sources and uses of funds, debt service schedules, and key bond statistics.
• If requested, assist the City in selecting members of the financing team such as underwriters, lenders, trustees, or other participants.
• Assist in developing and evaluating solicitation materials such as Requests for Proposals for lenders or underwriters.
• Coordinate interviews with prospective financing providers and assist in negotiating financial terms.
• Develop and maintain financing timetables identifying key milestones and required approvals.
• Assist in preparing and presenting financing information to the City Council or other governing bodies. • Advise the City regarding market conditions and factors affecting interest rates and investor demand.
• Assist in negotiating final pricing and terms of the financing.
• Assist in coordinating closing logistics and preparation of flow-of-funds schedules.
Credit Rating Strategy and Ongoing Advisory Services • Prepare credit profiles for the City and evaluate factors affecting its credit ratings.
• Assist in preparing rating agency presentations and supporting materials.
• Develop rating strategies and assist the City in meetings with credit rating agencies.
• Monitor the City’s existing debt portfolio and identify potential refinancing opportunities.
• Provide ongoing advice regarding market conditions affecting municipal borrowing.
• Assist in reviewing and updating financial policies including debt management and reserve policies.
• Provide guidance regarding regulatory developments affecting municipal issuers.
• Serve as the City’s Independent Registered Municipal Advisor for purposes of applicable federal regulations.
Capital Planning Tools and Analytical Capabilities • Respondents should describe any proprietary or internally developed capital planning, financial forecasting, or debt capacity modeling tools available to assist the City.
• Provide examples of how such tools have been used to assist other municipal clients in evaluating capital project timing, funding sources, and long-term financial sustainability.
• Describe the ability of such tools to model alternative financing structures, project phasing, revenue projections, and financial ratios.
• Explain how the City’s staff could utilize or maintain the planning tools following initial implementation.
• Provide examples of deliverables or dashboards that may be produced to support decision making by elected officials and staff.
Dates(All times are listed as
EST
)
Broadcast Date
3/26/2026 12:00 PM EST
3/26/2026 12:00 PM EST
Question End Date
4/13/2026 10:00 AM EST
4/13/2026 10:00 AM EST
Sample Due Date
Due Date
4/27/2026 2:00 PM EST
4/27/2026 2:00 PM EST
Bid Opening Date
Question End Date Reminder Notification
2 Day(s)
2 Day(s)
Sample Due Date Reminder Notification
0 Day(s)
0 Day(s)
Due Date Reminder Notification
2 Day(s)
2 Day(s)
Pre-Bid Meetings
Total: 1
(All times are listed as
EST
)
| Date | Time | Mandatory | Location |
| 4/9/2026 | 2:00 PM | No | 160 N Main St, Madison, GA 30650 |
Shortlist Meeting
Total: 0
(All times are listed as
EST
)
| Date | Time | Location |
Documents
Quote/Bid
Quote/Bid Items
Additional Quote/Bid Items Fields
Quote/Bid Items
Total: 0
| # | Required | Group | Make | Model | Description | Quantity | Unit of Measure | Price/ Percent | Type |
Delivery Date
None
None
Required Files to be Uploaded by the Vendor
W-9 Form
Proposal
Oath of Non-Collusion Affidavit (Exhibit)
Fee Proposal/Cost Schedule (Exhibit)
E-Verify Affidavit (Exhibit)
W-9 Form
Proposal
Oath of Non-Collusion Affidavit (Exhibit)
Fee Proposal/Cost Schedule (Exhibit)
E-Verify Affidavit (Exhibit)
Shipping
None
None
Terms and Conditions
None
None
Include Shipping in Price of Items
No
No
Display Bid Tabulation to Vendors
No
No
Display Vendor Submissions to Vendors
No
No
View Vendor Submissions while Bid Solicitation is Active
No
No
Allow Options File to be Updated after Due Date
No
No
Allow Post Due Date Submission
No
No
Questions & Answers
Total: 0
| Question | Date Asked | Answer | Date Answered |
Commodity Codes
Total: 1
| Code | Description |
| [946-48] | Financial Advisor |
Publications
Total: 0
| Publication | Date |
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