Bond Programs Advisory and Banking Services RFP

The State of Oregon, through its Chief Financial Office, is soliciting proposals via RFP #S-10700-00015324 for Bond Programs Advisory and Banking Services. The main purpose of this RFP is to secure qualified firms to provide expert advisory and banking services related to the State's bond programs. The scope encompasses a range of services which may include, but not limited to, financial advisory services, bond counsel, and trustee services. Key requirements include demonstrated experience in municipal bond financing, a thorough understanding of Oregon state regulations related to bond issuance, and the ability to provide strategic advice on debt management. Proposers must submit detailed cost proposals, including those for municipal advisory, bond counsel, and trustee services, using the provided templates (Attachments E1, E2, and E3). The proposal should also include proposer information certification (Attachment C), references (Attachment D) and may include a request for disclosure exemption (Attachment B). Detailed requirements and specifications are provided in the main RFP document (RFP_dojappr_final.docx) and Attachment A.