Project Information

Bid Title

Financial Advisory Service for The City of Madison

Issuing Agency

Polk County Public Schools Facilities and Operations

Location

Florida

Published Date

Mar 26, 2026

Closing Date

Apr 27, 2026

Government Level

State & Local

Status

Closed

Ref. #

RFP 2026-1510-01

Original Source

Join to Access Full Details

Bid Inquiries

Join to Access Full Details

Bid Documents

Join to Access Full Details

Project Description

Main

Agency
City of Madison, Georgia

Status
Active

Fiscal Year
2026

Primary Contact
Rin Mason

Title
Financial Advisory Service for The City of Madison

Secondary Contact

Number
RFP 2026-1510-01

Tertiary Contact

Type
Request for Proposal

Department
Finance

Online Submissions
Yes

Project Estimate

Piggyback Solicitation
No

Insurance Required
Yes

Bid Bond Required
No

Bid Bond Amount

Performance Bond Required
No

Performance Bond Amount

Construction Bond Required
No

Construction Bond Amount

Scope of Services
Services may be performed on a project-by-project basis and may include, but are not limited to, the following:

Financial Condition Review and Baseline Assessment
•        Review the City’s recent financial performance, including audited financial statements, budgets, and management reports.

•        Evaluate the City’s current budget, revenue structure, operating trends, and expenditure patterns.

•        Review any existing financial projections, capital improvement plans, or long-range financial studies prepared by the City or other consultants.

•        Identify and utilize relevant analyses already completed for the City by outside consultants, auditors, engineers, or other advisors in order to avoid duplication of effort or cost.
•        Evaluate the City’s current debt profile, including outstanding obligations, repayment schedules, and debt service coverage levels.

•        Analyze the City’s capital structure relative to its revenue sources and projected financial capacity.

•        Identify potential financial risks or structural issues that could affect the City’s long-term financial condition.

•        Provide recommendations regarding financial management practices, budget planning, and debt management strategies.
Capital Planning and Financial Modeling
•        Develop a comprehensive capital planning model to evaluate long-term capital needs and financing strategies.

•        Incorporate variables such as project timing and costs, available revenue sources, cash versus debt funding strategies, debt amortization structures, and projected growth in revenues and expenditures.

•        Evaluate various financing scenarios and their impact on the City’s operating budget and financial position.

•        Analyze the City’s debt capacity and affordability under multiple economic scenarios.

•        Develop scenario analysis to evaluate the financial impact of different capital project priorities and funding strategies.

•        Work collaboratively with City staff to refine model assumptions and ensure the model can be maintained internally by the City.

•        Assist in presenting capital planning scenarios to the City Council or other governing bodies as requested.

Debt Issuance and Financing Advisory Services
•        Evaluate financing options including general obligation bonds, revenue bonds, installment financings, bank loans, direct placements, and other financing structures.

•        Develop recommended plans for proposed financings.

•        Evaluate alternatives including public market debt versus private placements.

•        Assist the City in preparing for debt issuance, including preparation of financing schedules and financial data review.

•        Prepare quantitative schedules including sources and uses of funds, debt service schedules, and key bond statistics.

•        If requested, assist the City in selecting members of the financing team such as underwriters, lenders, trustees, or other participants.

•        Assist in developing and evaluating solicitation materials such as Requests for Proposals for lenders or underwriters.

•        Coordinate interviews with prospective financing providers and assist in negotiating financial terms.

•        Develop and maintain financing timetables identifying key milestones and required approvals.

•        Assist in preparing and presenting financing information to the City Council or other governing bodies.
•        Advise the City regarding market conditions and factors affecting interest rates and investor demand.

•        Assist in negotiating final pricing and terms of the financing.

•        Assist in coordinating closing logistics and preparation of flow-of-funds schedules.

Credit Rating Strategy and Ongoing Advisory Services
•        Prepare credit profiles for the City and evaluate factors affecting its credit ratings.

•        Assist in preparing rating agency presentations and supporting materials.

•        Develop rating strategies and assist the City in meetings with credit rating agencies.

•        Monitor the City’s existing debt portfolio and identify potential refinancing opportunities.

•        Provide ongoing advice regarding market conditions affecting municipal borrowing.

•        Assist in reviewing and updating financial policies including debt management and reserve policies.

•        Provide guidance regarding regulatory developments affecting municipal issuers.

•        Serve as the City’s Independent Registered Municipal Advisor for purposes of applicable federal regulations.

Capital Planning Tools and Analytical Capabilities
•        Respondents should describe any proprietary or internally developed capital planning, financial forecasting, or debt capacity modeling tools available to assist the City.

•        Provide examples of how such tools have been used to assist other municipal clients in evaluating capital project timing, funding sources, and long-term financial sustainability.

•        Describe the ability of such tools to model alternative financing structures, project phasing, revenue projections, and financial ratios.

•        Explain how the City’s staff could utilize or maintain the planning tools following initial implementation.

•        Provide examples of deliverables or dashboards that may be produced to support decision making by elected officials and staff.

Dates(All times are listed as EST )

Broadcast Date
3/26/2026 12:00 PM EST

Question End Date
4/13/2026 10:00 AM EST

Sample Due Date

Due Date
4/27/2026 2:00 PM EST

Bid Opening Date

Question End Date Reminder Notification
2 Day(s)

Sample Due Date Reminder Notification
0 Day(s)

Due Date Reminder Notification
2 Day(s)

Pre-Bid Meetings

Total: 1 (All times are listed as EST )

Date	Time	Mandatory	Location
4/9/2026	2:00 PM	No	160 N Main St, Madison, GA 30650

Shortlist Meeting

Total: 0 (All times are listed as EST )

Date

Time

Location

Documents

Total: 1

Type	Name	Description	File Type
Request for Proposal	Financial Services RFP 100-2026-1510 Binder.pdf	RFP 2026-1510-01 Binder with Exhibits	PDF

Quote/Bid

Zones
Total: 0

Zone

Groups
Total: 0

Group

Quote/Bid Items

Total: 0

#

Required

Group

Make

Model

Description

Quantity

Unit of Measure

Price/ Percent

Type

Additional Quote/Bid Items Fields

Display Options Spreadsheet Section	No	Display Image and Specifications Hyperlink Fields	No
Display Build Sheet File Upload Field	No	Display Options File Upload Field	No
Require Build Sheet File to be Uploaded	No	Require Options File to be Uploaded	No
Display Lead Time Field	No	Display Standard Packaging Field	No

Delivery Date
None

Required Files to be Uploaded by the Vendor
W-9 Form
Proposal
Oath of Non-Collusion Affidavit (Exhibit)
Fee Proposal/Cost Schedule (Exhibit)
E-Verify Affidavit (Exhibit)

Shipping
None

Terms and Conditions
None

Include Shipping in Price of Items
No

Display Bid Tabulation to Vendors
No

Display Vendor Submissions to Vendors
No

View Vendor Submissions while Bid Solicitation is Active
No

Allow Options File to be Updated after Due Date
No

Allow Post Due Date Submission
No

Questions & Answers

Total: 0

Question

Date Asked

Answer

Date Answered

Commodity Codes

Total: 1

Code	Description
[946-48]	Financial Advisor

Publications

Total: 0

Publication

Date

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

* Disclaimer: Government BidHub provides information on bids, RFPs (Requests for Proposals), and RFQs (Requests for Qualifications) solely for convenience and informational purposes. This site is not an official public notice board. For official details, responses, or inquiries, please contact the relevant government agency directly.