Project Information

Bid Title

Financial Advising Services

Issuing Agency

Montgomery County

Location

Pennsylvania

Published Date

Dec 17, 2025

Closing Date

Jan 5, 2026

Government Level

State & Local

Status

Closed

Ref. #

25-61

Original Source

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Bid Documents

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Project Description

Project: Financial Advising Services

Ref. #: 25-61

Type: RFP

Status:

Open

Open Date: Nov 15th 2025, 2:00 PM EST

Questions Due Date: Dec 12th 2025, 1:00 PM EST

Close Date: Jan 5th 2026, 10:30 AM EST

Project Description: The County, on behalf of the Finance Department, seeks proposals for Financial Advisor Services
The County has approximately $700,00 million in outstanding debt, a proposed $1.0 billion five-year capital plan (2026 – 2030) which will require multiple debt issuances, and potential refunding opportunities of existing outstanding debt. The selected Advisor(s) shall provide advice with respect to financing opportunities, managing the County’s debt portfolio and debt requirements.

Commodity Codes

• NAICS 541219Other Accounting Services
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541618Other Management Consulting Services
• NAICS 541990All Other Professional, Scientific, and Technical Services

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