Municipal Financial Advisory Services
Town of Eastford
Original Solicitation Links
Contact
Submission Instructions
or
Description
The Town of Eastford seeks a registered independent municipal financial advisor with substantial experience advising Connecticut municipalities. Services include advising on municipal debt structure, maturity, amortization, timing, sale method, financing calendars, official statements, competitive and negotiated sales, closing and settlement, credit-rating presentations, investor relations, debt affordability analyses, tax-impact projections, forecasting models, refunding and restructuring opportunities, and alternative financing methods. The advisor will also provide ongoing support to Town officials and staff, attend meetings as needed, assist with regulatory compliance, and prepare special reports and analyses. Proposals must address firm and personnel qualifications, Connecticut municipal experience, recent bond and note transactions, legal and conflict disclosures, technical approach, fee structure, and five municipal references. The Town anticipates a multi-year agreement with optional renewals, subject to mutual agreement and annual appropriation. Certificates of insurance are required from the selected firm before contract execution.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Professional Liability (E&O) — $3,000,000.00
- General Liability — $1,000,000.00
- Umbrella/Excess Liability — $1,000,000.00
- Workers' Compensation
- Minimum 5 references
- Client point of contact required for each reference
Documents
| Title | Date Posted |
|---|---|
| RFP Municipal Financial Advisory Services - Eastford - Updated.pdf | Oct 01, 2026 04:14 PM |
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