Town of Eastford Request for Proposals for Financial Advisory Services 2026
Town of EastfordCity · Eastford, CT- Due
- Oct 21, 2026
- Deadline passed
- Posted
- Oct 1, 2026
- Primary contact
- Deborah Richards
- (860) 974-0133 ext 3
The 30-second brief
The Town of Eastford, Connecticut seeks sealed proposals from qualified firms to provide independent municipal financial advisory services supporting debt management and long-term fiscal strategy. Services include municipal debt issuance advisory, credit rating and investor relations support, long-range financial analysis, refunding and restructuring analysis, and ongoing advisory support. Proposals are due by October 21, 2026, at 12:00 pm at the Office of the First Selectman, 16 Westford Road, Eastford, CT 06242. The Town operates with a fiscal year 2027 budget of $7,142,369 and anticipates future debt issuance for municipal capital improvements and infrastructure projects.
Firm qualifications and depth of municipal advisory experience, Qualifications and experience of assigned personnel, Thoroughness, clarity, and responsiveness of the proposal, Demonstration of understanding of municipal finance and Eastford’s needs, References and performance history, Fee structure, Disclosure of legal issues or conflicts
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Summary
The Town of Eastford, Connecticut seeks sealed proposals from qualified firms to provide independent municipal financial advisory services supporting debt management and long-term fiscal strategy.
Services include municipal debt issuance advisory, credit rating and investor relations support, long-range financial analysis, refunding and restructuring analysis, and ongoing advisory support. Proposals are due by October 21, 2026, at 12:00 pm at the Office of the First Selectman, 16 Westford Road, Eastford, CT 06242. The Town operates with a fiscal year 2027 budget of $7,142,369 and anticipates future debt issuance for municipal capital improvements and infrastructure projects.
EVALUATION CRITERIA
9- Firm qualifications and depth of municipal advisory experience
- Qualifications and experience of assigned personnel
- Thoroughness
- Clarity
- Responsiveness of the proposal
- Demonstration of understanding of municipal finance and Eastford’s needs
- References and performance history
- Fee structure
- Disclosure of legal issues or conflicts
REQUIRED ATTACHMENTS
7- Firm Qualifications
- Personnel Qualifications
- Relevant Municipal Experience
- Legal Issues and Conflict Disclosures
- Technical Approach
- Fee Proposal
- References
- Submit to
- Town of Eastford, Office of the First Selectman, 16 Westford Rd, Eastford, CT 06242
- Scope location
- Eastford, CT
Questions about this RFP
How do I respond to this RFP from Town of Eastford?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 21, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Town of Eastford, Office of the First Selectman, 16 Westford Rd, Eastford, CT 06242. For questions, contact Deborah Richards.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Eastford 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 Deborah Richards at (860) 974-0133 ext 3. Questions and answers are typically shared with all prospective bidders.
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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: "Firm qualifications and depth of municipal advisory experience, Qualifications and experience of assigned personnel, Thoroughness, clarity, and responsiveness of the proposal, Demonstration of underst..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Eastford?
All active and historical solicitations from Town of Eastford are tracked and searchable. As a city agency, Town of Eastford 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. This solicitation specifically requires the following attachments: Firm Qualifications, Personnel Qualifications, Relevant Municipal Experience, Legal Issues and Conflict Disclosures, Technical Approach, Fee Proposal, References. Review the full document from Town of Eastford for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Eastford, CT. Review the full solicitation for detailed scope requirements.