Kentucky Senior Underwriter and Financial Advisor Services

The Commonwealth of Kentucky, through its Office of Financial Management, is seeking qualified firms to provide senior managing underwriter, financial advisor, and/or Kentucky local co-managing underwriter services for fiscal years 2028 and 2029.

Commonwealth of Kentucky > Office of Financial Management


General
Open
Oct 27, 2026 06:00 PM
Oct 06, 2026 05:00 AM
1 year base + 1 × 1 year option
Request for Quote/Qualifications (RFQ)
State
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Description

The Office of Financial Management within the Finance and Administration Cabinet of the Commonwealth of Kentucky, on behalf of multiple Kentucky public finance entities, is requesting qualifications from firms to provide senior managing underwriter services, financial advisor services, and/or Kentucky local co-managing underwriter services. The services will support the participating entities during Fiscal Year 2028, from July 1, 2027, through June 30, 2028, and Fiscal Year 2029, from July 1, 2028, through June 30, 2029. The provided materials do not include detailed technical requirements, evaluation criteria, or submission instructions beyond the stated deadline.

Classification Codes
NAICS523150Investment Banking and Securities Intermediation
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
financial advisory servicesbond underwriting servicesmunicipal finance services
Specifications
Service Only
Timeline
Oct 13, 2026 06:00 PM-Questions Due Date
Oct 27, 2026 06:00 PM-Proposal Due Date
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