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Town of Lexington - Municipal Advisor Services - RFP 26-06 (2025)

Town of Lexington logoTown of Lexington
Due
Dec 3, 2025
Deadline passed
Posted
Nov 10, 2025
Contract term
1 year
Primary contact
Kathy Pharr
(803) 951-4657

The 30-second brief

What they're buying

The Town of Lexington, South Carolina, seeks proposals from qualified municipal advisors to provide professional services for debt issuance and capital planning on an as-needed basis under RFP 26-06. The selected vendor will assist with debt structuring, financing alternatives, cash flow projections, rating agency presentations, SEC and IRS compliance, and bond sales. The scope includes creating debt issuance schedules, coordinating financing teams, reviewing pricing, and conducting post-issuance analysis for capital projects including roads, facilities, water, sewer, and recreational facilities. Proposals are due by 2:00 PM EST on December 3, 2025. Questions are due by November 18, 2025. The contract is an indefinite quantities agreement for professional consulting services with a 12-month fee structure and potential 4-year renewal options.

How it's scored

Qualifications and experience of assigned individuals 35%, Experience with similar types and sizes of transactions 30%, Vendor Capability 20%, Fees 15%

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Summary

The Town of Lexington, South Carolina, seeks proposals from qualified municipal advisors to provide professional services for debt issuance and capital planning on an as-needed basis under RFP 26-06.

The selected vendor will assist with debt structuring, financing alternatives, cash flow projections, rating agency presentations, SEC and IRS compliance, and bond sales. The scope includes creating debt issuance schedules, coordinating financing teams, reviewing pricing, and conducting post-issuance analysis for capital projects including roads, facilities, water, sewer, and recreational facilities. Proposals are due by 2:00 PM EST on December 3, 2025. Questions are due by November 18, 2025. The contract is an indefinite quantities agreement for professional consulting services with a 12-month fee structure and potential 4-year renewal options.

EVALUATION CRITERIA

4
  • Qualifications and experience of assigned individuals 35%
  • Experience with similar types and sizes of transactions 30%
  • Vendor Capability 20%
  • Fees 15%

REQUIRED ATTACHMENTS

7
  • Signed Signature Page
  • Cover letter
  • Firm Overview
  • Firm Experience and Services
  • Assigned Individuals
  • Project Approach
  • Fees
Submit to
Town Hall, 111 Maiden Lane, PO Box 397, Lexington, SC 29071
Duration
60 months
Scope location
Lexington, SC

Questions about this RFP

How do I respond to this RFP from Town of Lexington?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 3, 2025. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Town Hall, 111 Maiden Lane, PO Box 397, Lexington, SC 29071. For questions, contact Kathy Pharr.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Town of Lexington in SC, 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 Kathy Pharr at (803) 951-4657. Questions and answers are typically shared with all prospective bidders.

Show 5 more questions

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Qualifications and experience of assigned individuals 35%, Experience with similar types and sizes of transactions 30%, Vendor Capability 20%, Fees 15%" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Town of Lexington?

All active and historical solicitations from Town of Lexington are tracked and searchable. As a city agency, Town of Lexington regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What is the contract term for this solicitation?

The anticipated contract term is 1 year. Contract terms may include renewal options.

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: Signed Signature Page, Cover letter, Firm Overview, Firm Experience and Services, Assigned Individuals, Project Approach, Fees. Review the full document from Town of Lexington for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Lexington, SC. Review the full solicitation for detailed scope requirements.

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