Town of Cutler Bay Financial Advisory Services RFP-26-06-0-2026/RGC
Town of Cutler BayCity · Cutler Bay, FL- Due
- Aug 18, 2026
- Deadline passed
- Posted
- Jul 2, 2026
- Primary contact
- Rafael Casals
The 30-second brief
The Town of Cutler Bay is requesting general financial advising services. The selected firm shall provide all necessary labor, materials, and equipment to review existing debt structure, determine borrowing capacity and refinancing options, recommend financial structures, prepare forecasts, and advise on bond terms, public offerings, and direct placement bank loans. Additional services include advising on negotiated versus competitive sales, preparing official statements, arranging distribution to underwriters and investors, consulting on financing options, assisting in obtaining high credit ratings, managing bid openings and bond closings, selecting paying agents, monitoring tax law changes, and attending Town Council meetings.
Review existing debt structure and financial resources, Recommend appropriate financial structure for proposed projects, Assist the Town with preparation of forecasts for proposed issues, Provide advice on terms and features of bonds, Advise on benefits of negotiated versus competitive bid sales, Assist in preparation of an official statement, Arrange widest possible distribution of the official statement, Consult regarding financing options, Assist in obtaining the highest possible credit ranking, Assist with bid opening on competitive sale transactions, Assist with monitoring the progress of a negotiated sale, Assist with bond closings, Assist in selecting paying agents and other financial intermediaries, Advise on tax law changes and financial market developments, Attend Town Council meetings and other scheduled Town meetings
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Summary
The Town of Cutler Bay is requesting general financial advising services.
The selected firm shall provide all necessary labor, materials, and equipment to review existing debt structure, determine borrowing capacity and refinancing options, recommend financial structures, prepare forecasts, and advise on bond terms, public offerings, and direct placement bank loans. Additional services include advising on negotiated versus competitive sales, preparing official statements, arranging distribution to underwriters and investors, consulting on financing options, assisting in obtaining high credit ratings, managing bid openings and bond closings, selecting paying agents, monitoring tax law changes, and attending Town Council meetings.
REQUIRED DELIVERABLES
Review existing debt structure and financial resources, Recommend appropriate financial structure for proposed projects, Assist the Town with preparation of forecasts for proposed issues, Provide advice on terms and features of bonds, Advise on benefits of negotiated versus competitive bid sales, Assist in preparation of an official statement, Arrange widest possible distribution of the official statement, Consult regarding financing options, Assist in obtaining the highest possible credit ranking, Assist with bid opening on competitive sale transactions, Assist with monitoring the progress of a negotiated sale, Assist with bond closings, Assist in selecting paying agents and other financial intermediaries, Advise on tax law changes and financial market developments, Attend Town Council meetings and other scheduled Town meetings
- Submit to
- [email protected]
- Scope location
- Miami-Dade County, FL
Questions about this RFP
How do I respond to this RFP from Town of Cutler Bay?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 18, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: [email protected]. For questions, contact Rafael Casals.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Cutler Bay in FL, 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 Rafael Casals. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Review existing debt structure and financial resources, Recommend appropriate financial structure for proposed projects, Assist the Town with preparation of forecasts for proposed issues, Provide advice on terms and features of bonds, Advise on benefits of negotiated versus competitive bid sales, As. Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from Town of Cutler Bay?
All active and historical solicitations from Town of Cutler Bay are tracked and searchable. As a city agency, Town of Cutler Bay 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. Review the full document from Town of Cutler Bay for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Miami-Dade County, FL. Review the full solicitation for detailed scope requirements.