Financial Advisor Services

Solicitation No. R-21-011-JP
Status: Selection Approved and Awarded
Awarded: 12/7/21
Due Date: 10:00 AM Monday, 10/11/21

Awarded Firm: PFM Financial Advisors LLC
Estrada Hinojosa & Company, Inc.

 REQUEST FOR PROPOSALS

The San Antonio Water System (SAWS) is accepting Proposals from qualified firms to provide Financial Advisor Services to assist SAWS in the management of its debt program and the design and issuance of bonds and/or other financial instruments as may be required. Financial Advisor Services include, but are not limited to: quantitative analysis; evaluation and presentation of financing options; provision of timely credit market information; preparation of offering documents; advice and assistance with the issuance, sale, and delivery of debt instruments; attending meetings; and the provision of on-going services after the successful delivery of a debt issuance. Financial Advisor Services shall refer to all services outlined in the Scope of Services which are to be performed by a qualified firm or firms.

 

SAWS may undertake various types of financings during the term of the proposed contract for which Financial Advisor Services would be required.  The selected firm(s) will serve as Financial Advisor(s) on all of SAWS financings under the terms of the contract, with the exception of those financings that are already in process or under contract, which include:

 

The remarketing of the City of San Antonio, Texas Water System Variable Rate Junior Lien Revenue and Refunding Bonds, Series 2013F (No Reserve Fund).

Notify Me

Receive updates sent straight to your inbox.

Interested Firm List

Firms who have obtained the RFP proposal.

Downloads

Full RFP Proposal
Note: You will be prompted to login to access the full proposal document.
Addendum 1
Sep. 24, 2021