Project Information

Bid Title

RFP for Municipal Advisory Services

Issuing Agency

Washington County

Location

Minnesota

Published Date

Jan 9, 2026

Closing Date

Jan 30, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Bid Title:	RFP for Municipal Advisory Services
Category:	Washington County Accounting & Finance
Status:	Open

Description: The purpose of this Request for Proposals (RFP) is for Washington County to secure services with a qualified Municipal Advisory firm, herein referred to as Municipal Advisor (MA) or Contractor, to provide financial planning, capital financing, debt management, and compliance oversight. Publication Date/Time: 1/9/2026 12:00 AM Closing Date/Time: 1/30/2026 2:00 PM Contact Person: Amanda Hoffman Procurement Specialist, Sr. Amanda.Hoffman@washingtoncountymn.gov Related Documents: RFP for Municipal Advisory Services (PDF)

Attachment Preview

Request for Proposals (RFP) for

Municipal Advisory Services

RFP release date: January 9, 2026

Submission due date: January 30, 2026

Government Center | 14949 62nd Street North | P. O. Box 6 | Stillwater, MN 55082-0006

P: 651-430-6001 | F: 651-430-6017 | TTY: 651-430-6246

www.washingtoncountymn.gov

Washington County is an equal opportunity organization and employer

Table of Contents

1. Introduction ...................................................................................................................................................... 3

1.1. Background Information .......................................................................................................................... 3

1.2. County Authorized Representative .......................................................................................................... 3

1.3. Schedule ................................................................................................................................................... 3

2. Scope of Services............................................................................................................................................... 4

2.1. Mandatory Services.................................................................................................................................. 4

2.2. Other Requirements................................................................................................................................. 4

3. Proposal Content............................................................................................................................................... 4

3.1. Cover Letter .............................................................................................................................................. 4

3.2. Fee Schedule............................................................................................................................................. 4

3.3. References ................................................................................................................................................ 5

3.4. Appendix A – Qualifications and Experience............................................................................................ 5

3.5. Appendix B – County’s Standard Terms and Conditions .......................................................................... 5

3.6. Conflict of Interest.................................................................................................................................... 5

4. Proposal Submittal ............................................................................................................................................ 5

5. Proposal Evaluation and Selection.................................................................................................................... 5

5.1. Evaluation Committee.............................................................................................................................. 6

5.2. Evaluation Criteria .................................................................................................................................... 6

5.3. Interview/Presentation ............................................................................................................................ 6

5.4. Final Selection........................................................................................................................................... 6

5.5. Conditions of this RFP............................................................................................................................... 6

6. Proposal Questions ........................................................................................................................................... 7

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RFP for Municipal Advisory Services

1. Introduction

The purpose of this Request for Proposals (RFP) is for Washington County to secure services with a qualified

Municipal Advisory firm, herein referred to as Municipal Advisor (MA) or Contractor, to provide financial

planning, capital financing, debt management, and compliance oversight. The County is seeking a five-year

contract. These services will go through the RFP solicitation process every five (5) years at minimum.

1.1. Background Information

Washington County, Minnesota is the fifth most populous county in Minnesota with a diverse population,

including longtime residents, young professionals and families, and new immigrant communities. Over the

last 20 years, Washington County has experienced rapid growth from a rural, farming community to an

expanding urban area.  

The County was established in 1849 and has the powers, duties, and privileges granted counties by state

law, codified in Minn. Stat. § 373. The County serves an area of 423 square miles, with an estimated

population of 262,748. The County’s fiscal year begins on January 1 and ends on December 31. The County is

governed by a five-member County Board of Commissioners representing separate districts. In addition, the

Offices of County Attorney and Sheriff are elected on a countywide basis.

The County offers a full range of services including property tax administration, law enforcement and

corrections, public works, parks, solid waste management, library, community health, county extension,

human resources, courts, and general administration. The County employs approximately 1,400 employees.

Information regarding the County’s finances and budget can be found on our website: Washington County

Accounting & Finance Department and Washington County Budget.

1.2. County Authorized Representative

The County Authorized Representative for this RFP is:

Amanda Hoffman

Procurement Specialist, Sr.

Amanda.Hoffman@washingtoncountymn.gov

1.3. Schedule

Washington County anticipates the following schedule:

Schedule

Due Date

RFP Release Date

Questions Due

Addendum Release Date

Proposals Due

Interviews (If Necessary)

Notification of Award

Commencement Date

January 9, 2026

January 16, 2026

January 22, 2026

January 30, 2026

February 11-13, 2026

February 27, 2026

April 2026

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RFP for Municipal Advisory Services

2. Scope of Services

The successful Contractor will have the ability to perform all the functions below. Contractors who cannot

provide the full range of requested services may submit a proposal but must clearly note any services listed

in this request which would not be provided. Contractors are also encouraged to highlight any services for

which they possess particularly notable qualifications.

2.1. Mandatory Services

The MA will support the County in financial planning, capital financing, debt management, and compliance

oversight. MA must have the necessary expertise to:

• Assist in determining the best type of financing for the County, selecting other finance professionals,

planning bond sale, and successfully selling and closing bonds.

• Estimate funding needs and project debt service schedules while assessing fiscal and credit rating

impacts to align capital budgets with broader fiscal and debt management strategies.

• Support all aspects of debt issuance by collaborating with legal counsel, reviewing feasibility studies,

recommending sale structures and methods, preparing the Official Statement, ensuring disclosure

compliance, and managing competitive or negotiated sales from presale analysis through closing.

• Advise on market conditions, debt sizing, sale terms, and rating agency communications, while

coordinating with finance professionals and presenting to the County Board.

• Oversee ongoing post-issuance compliance by preparing annual continuing disclosures,

disseminating required data, establishing compliance procedures, monitoring private-activity use,

maintaining required records, and recommending remedial actions when needed.

2.2. Other Requirements

• MA must be registered with the Securities and Exchange Commission (SEC) and Municipal Securities

Rulemaking Board (MSRB) and meet professional and testing standards.

• MA is prohibited from engaging in activities on behalf of the County that produce a direct or indirect

financial gain for the MA, other than the agreed-upon compensation, without the County’s informed

consent.

3. Proposal Content

The following will be considered minimum contents of the proposal and must be submitted:

3.1. Cover Letter

Introduce the Contractor submitting the proposal and state the Contractor’s understanding of the services.

Include name, address, telephone number, and email address of the contact person(s), as well as the names

of any others participating in the proposal.

3.2. Fee Schedule

Provide all costs associated with the proposed contract for services in a complete and understandable form.

Identify which fees are on a not-to-exceed basis. Describe any conditions attached to the fee schedule, and

explicitly state which costs are included, and which costs are to be reimbursed. Note: Any MSRB fees

imposed upon MA should not be passed through to the County.

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RFP for Municipal Advisory Services

3.3. References

Provide three references for organizations currently utilizing your services that are similar in size and with

similar needs as Washington County. Include agency name, contact name, email address, phone number,

and a brief description of the services you provided.

3.4. Appendix A – Qualifications and Experience

Complete and submit the attached Appendix A.

3.5. Appendix B – County’s Standard Terms and Conditions

Submit a signed Appendix B as the Contractor to whom the contract is awarded shall be required to comply

with the terms and conditions contained therein.

3.6. Conflict of Interest

The Contractor must identify any potential conflict of interest it may have with the County or any other

party or entity that may be affected by the terms of this RFP and responsive proposals. The Contractor

agrees that, should any conflict or potential conflict of interest become known, it will immediately notify the

County of the conflict or potential conflict, and will advise the County whether it will or will not resign from

the other engagement or representation. Unless waived by the County, a conflict or potential conflict may,

in the County's discretion, require withdrawal or rejection of the Contractor’s proposal.

4. Proposal Submittal

Proposals will be limited to no more than ten (10) pages in length, excluding a cover sheet, a cover letter,

table of contents, and appendices. The proposal must be combined as one document and the font shall be

no smaller than 11-point. All proposals must include Proposal Content set forth in Section 3 and be sent

electronically to the County Authorized Representative:

Amanda Hoffman

Procurement Specialist, Sr.

Amanda.Hoffman@washingtoncountymn.gov

Contractors must submit to the e-mail address above with a subject line clearly marked as ‘Company Name’

Proposal for Municipal Advisory Services, no later than January 30, 2026, at 2:00 PM CST. Late submittals

will not be considered.

All proposals, once submitted, become the property of the County. They will not be returned to the

Contractor. Submission of a proposal indicates acceptance by the Contractor of the conditions contained in

this RFP unless clearly and specifically noted in the proposal submitted and confirmed in the contract

between the County and the selected Contractor.

5. Proposal Evaluation and Selection

The County will evaluate the information the Contractor provides in response to this RFP. Step one will

consist of a review to determine which proposals comply with all mandatory submission requirements. Non-

compliant proposals will, subject to the express and implied rights of the County, be disqualified and not

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Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541618Other Management Consulting Services

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