West Liberty University - Municipal Bond Advisor - RFQ 27-0004 (2026)
West Liberty UniversityHigher Ed · West Liberty, WV- Due
- Nov 4, 2026
- 19 days left
- Posted
- Oct 2, 2026
- Primary contact
- Patrick Kelly
- (304) 336-8312
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THE 30-SECOND BRIEF
West Liberty University seeks an experienced Municipal Advisor to provide independent financial advice and assistance throughout the planning, structuring, issuance, sale, and closing of approximately $9 million to $11 million in tax-exempt or taxable bond debt. The financing will fund capital improvements and requires approval from the West Virginia Higher Education Policy Commission. Services include financing evaluation and planning, transaction structuring, financing team coordination, rating and investor support, sale and pricing assistance, and closing support. Proposals are due by November 4, 2026, at 11:00 AM. Written questions are due by October 21, 2026, at 3:00 PM.
Financing Alternatives Memorandum, Financing Schedule and Project Timeline, Debt Capacity and Affordability Analysis, Recommended Financing Structure, Board Presentation Materials, Rating Agency Support Materials, Pricing Analysis Memorandum, Closing Summary Report
Relevant Municipal Advisory Experience, 20 points; Higher Education Financing Experience, 15 points; Qualifications of Assigned Personnel, 15 points; Project Approach, 15 points; Interview Performance, 20 points; Price, 15 points
SUMMARY
West Liberty University seeks an experienced Municipal Advisor to provide independent financial advice and assistance throughout the planning, structuring, issuance, sale, and closing of approximately $9 million to $11 million in tax-exempt or taxable bond debt.
The financing will fund capital improvements and requires approval from the West Virginia Higher Education Policy Commission. Services include financing evaluation and planning, transaction structuring, financing team coordination, rating and investor support, sale and pricing assistance, and closing support. Proposals are due by November 4, 2026, at 11:00 AM. Written questions are due by October 21, 2026, at 3:00 PM.
EVALUATION CRITERIA
6- Relevant Municipal Advisory Experience, 20 points
- Higher Education Financing Experience, 15 points
- Qualifications of Assigned Personnel, 15 points
- Project Approach, 15 points
- Interview Performance, 20 points
- Price, 15 points
REQUIRED DELIVERABLES
8- Financing Alternatives Memorandum
- Financing Schedule and Project Timeline
- Debt Capacity and Affordability Analysis
- Recommended Financing Structure
- Board Presentation Materials
- Rating Agency Support Materials
- Pricing Analysis Memorandum
- Closing Summary Report
REQUIRED ATTACHMENTS
11- RFQ Checklist
- Designated Contact Form
- Exhibit D: RFQ Certification
- Exhibit E: Addendum Acknowledgement
- Appendix 1: Pricing Sheet
- Appendix 2: Contractor Notice
- Appendix 3: Employment History Disclosure Statement
- Appendix 4: Purchasing Affidavit
- Appendix 5: Drug Free Workplace Conformance Affidavit
- Appendix 6: Disclosure of Interested Parties to Contracts
- Appendix 7: Subcontractor Listing
- Submit to
- 208 University Dr., CUB 109, West Liberty, WV 26074; [email protected]
- Scope location
- West Liberty, WV
Questions about this RFP
How do I respond to this RFQ from West Liberty University?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 4, 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: 208 University Dr., CUB 109, West Liberty, WV 26074; [email protected]. For questions, contact Patrick Kelly.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including West Liberty University in WV, 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 RFQ 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 Patrick Kelly at (304) 336-8312. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Financing Alternatives Memorandum, Financing Schedule and Project Timeline, Debt Capacity and Affordability Analysis, Recommended Financing Structure, Board Presentation Materials, Rating Agency Support Materials, Pricing Analysis Memorandum, Closing Summary Report. Proposals should clearly address how each deliverable will be met.
Can I search RFQs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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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: "Relevant Municipal Advisory Experience, 20 points; Higher Education Financing Experience, 15 points; Qualifications of Assigned Personnel, 15 points; Project Approach, 15 points; Interview Performance..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from West Liberty University?
All active and historical solicitations from West Liberty University are tracked and searchable. As a higher ed agency, West Liberty University 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 4, 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 RFQ?
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: RFQ Checklist, Designated Contact Form, Exhibit D: RFQ Certification, Exhibit E: Addendum Acknowledgement, Appendix 1: Pricing Sheet, Appendix 2: Contractor Notice, Appendix 3: Employment History Disc. Review the full document from West Liberty University for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: West Liberty, WV. Review the full solicitation for detailed scope requirements.