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Financial Advisory Services as Financial Advisor

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CITY OF BOSTON

City of Boston Treasury Department

REQUEST FOR PROPOSALS

Financial Advisory Services as Financial Advisor

EV00009121

CONTACT INFORMATION

John Houton

John.houton@boston.gov

(617) 635-4140

The City of Boston, Massachusetts (the “City”), acting by and through its Chief Financial Officer and Collector-Treasurer (the “Official”), is requesting the submission of proposals from nationally recognized and qualified financial advisory firms (“Firms”) interested in serving as Financial Advisor, principally in connection with the City’s investment, debt management, and debt issuance activities. 

The RFP shall be available on the City’s Supplier Portal at boston.gov/procurement or by emailing a request to john.houton@boston.gov beginning at 9:00 a.m., Eastern Daylight Time (EDT), on April 26, 2021. 

The RFP shall be available up to the deadline for the submission of Responses at 5:00 p.m. EDT on May 18. 

Any contract executed pursuant to the RFP shall be for a period of one (1) year with two successive twelve-month options to renew, said options exercisable solely by the City at the City’s discretion. No exercise of an option for renewal or extension of the contract shall be subject to agreement or acceptance by the selected Firm. The entire contract term, including any options, shall not exceed three (3) years.

JUSTIN STERRITT, CHIEF FINANCIAL OFFICER

Closed

Massachusetts General Law

Seal of Massachusetts
Chapter 30B
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