Croton Harmon School District Fiscal Advisor Services RFP 2025-26 R03
Croton-Harmon Union Free School DistrictSchool · Croton On Hudson, NY- Due
- May 21, 2026
- Deadline passed
The 30-second brief
Croton Harmon School District is soliciting proposals for Fiscal Advisor Services under RFP 2025-26 R03. The scope of work includes professional financial advisory services for bond issues (per issuance), refunding bonds with official statements, installment lease purchases, tax anticipation notes, bond anticipation notes, capital leases, and annual continuing disclosure. The solicitation also covers material event notices, IRS arbitrage rebate or penalty tracking, and general financial management services. Proposals were opened on May 21, 2026, at 1:00 PM. The document compares fee structures from firms including Munistat Services Inc, Fiscal Advisors, Capital Markets Advisors, and BPD Municipal Finance, featuring various hourly rates and base fees scaled by issuance size.
Part 1 - Mgt & Qualif Questions, Form of Proposal - Part 2 fee cost, Non-Collusive Bidders Cert, Bid From of Disclosure, Proof of Insurance
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Summary
Croton Harmon School District is soliciting proposals for Fiscal Advisor Services under RFP 2025-26 R03.
The scope of work includes professional financial advisory services for bond issues (per issuance), refunding bonds with official statements, installment lease purchases, tax anticipation notes, bond anticipation notes, capital leases, and annual continuing disclosure. The solicitation also covers material event notices, IRS arbitrage rebate or penalty tracking, and general financial management services. Proposals were opened on May 21, 2026, at 1:00 PM. The document compares fee structures from firms including Munistat Services Inc, Fiscal Advisors, Capital Markets Advisors, and BPD Municipal Finance, featuring various hourly rates and base fees scaled by issuance size.
EVALUATION CRITERIA
5- Part 1 - Mgt & Qualif Questions
- Form of Proposal - Part 2 fee cost
- Non-Collusive Bidders Cert
- Bid From of Disclosure
- Proof of Insurance
REQUIRED STAFFING
General Consulting, Financial Management Services
- Reported agency
- Croton Harmon School District
Questions about this RFP
How do I respond to this RFP from Croton-Harmon Union Free School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 21, 2026.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Croton-Harmon Union Free School District in NY, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: General Consulting, Financial Management Services. Proposers should demonstrate relevant qualifications and experience for each required role.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Part 1 - Mgt & Qualif Questions, Form of Proposal - Part 2 fee cost, Non-Collusive Bidders Cert, Bid From of Disclosure, Proof of Insurance" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Croton-Harmon Union Free School District?
All active and historical solicitations from Croton-Harmon Union Free School District are tracked and searchable. As a school agency, Croton-Harmon Union Free School District regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Croton-Harmon Union Free School District for the complete list.