Request for Proposals for Advice and Recommendations

Agency: State Government of Rhode Island
State: Rhode Island
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Jul 31, 2024
Due Date: Dec 31, 2024
Solicitation No: Continuous Advice Recommendations RFP February 202
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Bid Description
RI Housing and Mortgage Finance Corporation
Bid Number: Continuous Advice Recommendations RFP February 202
Description
Rhode Island Housing and Mortgage Finance Corporation (RIHousing) is aware of the “Municipal Advisor Rule” (the “Rule”) of the Securities and Exchange Commission (effective July 1, 2014) and the exemption from the definition of “municipal advisor” for a person providing “advice” in response to a Request for Proposal (“RFP”).

RIHousing intends this RFP to assist you in documenting your compliance with the exemption to the Rule in order to allow your entity to provide advice and recommendations to us. This RFP is being posted on RIHousing’s website, constituting a public dissemination of this RFP. RIHousing hereby notifies all interested and qualified investment banking firms, brokers, dealers, and financial services entities that it wishes them to provide advice and recommendations on ideas about the issuance of municipal securities and/or municipal financial products (as such terms are defined in the Rule).
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