Regional School District No. 7 Municipal Financial Advisor Services RFP, 2026
Regional School District 07School · Winsted, CT- Due
- Nov 23, 2026
- 12 days left
- Posted
- Nov 4, 2026
- Primary contact
- James Gaskins
The 30-second brief
Regional School District No. 7 Board of Education seeks proposals from qualified full-service municipal financial advisory firms specializing in municipal finance and government relations. Services include ongoing advisory services relative to the issuance of debt and other financial obligations, preparing maturity schedules, offering options regarding terms and structure of potential bond and note issues, preparing Official Statements, distributing Official Statements and Notices of Sale, assisting with bond and note sale processes and closing financial details, preparing Final Official Statements and final debt service schedules, determining and implementing advantageous credit rating strategies, attending meetings, assisting with local referendum support, and filing ongoing audited financial information. Proposals are due by 10:00 AM on Monday, November 23, 2026. Written questions are due by Wednesday, November 18, 2026. Submission requires three original and electronic copies sent to Regional School District No. 7, 100 Battistoni Drive, Winsted, CT 06098.
Meet with officials of the Issuer, The Board, And Bond Counsel; Preparation of maturity schedules for bond issues; Offer options regarding the terms and structure of potential bond and note issues; Preparation of Official Statements; Distribution of Official Statements and Notices of Sale to the investment community; Assist with all bond and note sale processes; Assist with coordinating financial details of sale closings; Preparation of the Final Official Statement; Preparation of final debt service schedules; Assist in determining and implementing advantageous credit rating strategies; Attend meetings with the Board as required throughout the process; Assist with local referendum support; File ongoing audited financial information and annual financial and operating data for existing and new debt
Licensed and in good standing with the requirements set forth by the State of Connecticut, Knowledge of and extensive experience of municipal advisory services in the local market (Litchfield County), Ability of Proposer to work closely and cooperatively with administration and meet or exceed the requirements defined in the Proposal Documents, Completion of fee schedule
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Summary
Regional School District No. 7 Board of Education seeks proposals from qualified full-service municipal financial advisory firms specializing in municipal finance and government relations.
Services include ongoing advisory services relative to the issuance of debt and other financial obligations, preparing maturity schedules, offering options regarding terms and structure of potential bond and note issues, preparing Official Statements, distributing Official Statements and Notices of Sale, assisting with bond and note sale processes and closing financial details, preparing Final Official Statements and final debt service schedules, determining and implementing advantageous credit rating strategies, attending meetings, assisting with local referendum support, and filing ongoing audited financial information. Proposals are due by 10:00 AM on Monday, November 23, 2026. Written questions are due by Wednesday, November 18, 2026. Submission requires three original and electronic copies sent to Regional School District No. 7, 100 Battistoni Drive, Winsted, CT 06098.
EVALUATION CRITERIA
Licensed and in good standing with the requirements set forth by the State of Connecticut, Knowledge of and extensive experience of municipal advisory services in the local market (Litchfield County), Ability of Proposer to work closely and cooperatively with administration and meet or exceed the requirements defined in the Proposal Documents, Completion of fee schedule
REQUIRED DELIVERABLES
13- Meet with officials of the Issuer, The Board, And Bond Counsel
- Preparation of maturity schedules for bond issues
- Offer options regarding the terms and structure of potential bond and note issues
- Preparation of Official Statements
- Distribution of Official Statements and Notices of Sale to the investment community
- Assist with all bond and note sale processes
- Assist with coordinating financial details of sale closings
- Preparation of the Final Official Statement
- Preparation of final debt service schedules
- Assist in determining and implementing advantageous credit rating strategies
- Attend meetings with the Board as required throughout the process
- Assist with local referendum support
- File ongoing audited financial information and annual financial and operating data for existing and new debt
REQUIRED ATTACHMENTS
6- Proposal Form- Fee Schedule (Exhibit A)
- Equal Opportunity Memorandum (Exhibit B)
- Reference Check (Exhibit C)
- Pending or Threatened Litigation (Exhibit D)
- Statement on Non-Collusion and Other Practices (Exhibit E)
- Insurance certificates for general liability and worker's compensation coverage
- Submit to
- Regional School District No. 7, 100 Battistoni Drive, Winsted, CT 06098
- Scope location
- Winsted, CT
- Reported agency
- Regional School District No. 7
Questions about this RFP
How do I respond to this RFP from Regional School District 07?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 23, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Regional School District No. 7, 100 Battistoni Drive, Winsted, CT 06098. For questions, contact James Gaskins.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Regional School District 07 in CT, 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.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is James Gaskins. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Meet with officials of the Issuer, The Board, And Bond Counsel; Preparation of maturity schedules for bond issues; Offer options regarding the terms and structure of potential bond and note issues; Preparation of Official Statements; Distribution of Official Statements and Notices of Sale to the inv. Proposals should clearly address how each deliverable will be met.
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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: "Licensed and in good standing with the requirements set forth by the State of Connecticut, Knowledge of and extensive experience of municipal advisory services in the local market (Litchfield County),..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Regional School District 07?
All active and historical solicitations from Regional School District 07 are tracked and searchable. As a school agency, Regional School District 07 regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
Is this solicitation still open for submissions?
Based on the posted deadline of November 23, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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. This solicitation specifically requires the following attachments: Proposal Form- Fee Schedule (Exhibit A), Equal Opportunity Memorandum (Exhibit B), Reference Check (Exhibit C), Pending or Threatened Litigation (Exhibit D), Statement on Non-Collusion and Other Pract. Review the full document from Regional School District 07 for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Winsted, CT. Review the full solicitation for detailed scope requirements.