Financial Advisory Services RFP

Financial Advisory Services RFP

The Village of Kronenwetter is reviewing proposals from qualified Financial Advisory Service firms interested in providing financial services including, but not limited to, evaluating bond markets, debt management, maintaining credit ratings, modeling funding for large construction projects, long-term strategic financial planning, and managing bond issuances for the Village. 

Village of Kronenwetter Request for Proposals for Financial Advisory Services

The Village will utilize the Finance Director, the Village Administrator and the Administrative Policy Committee to evaluate the proposals on the following criteria:

Selection Criteria   Weight
 Qualifications of the firm and the key personnel.  0-20 pts
The Proposer’s understand of the government’s financing needs      0-30 pts
Legal issues and conflicts of interest 0-10 pts
Proposed Fees 0-15 pts
Maximum Points 75  pts

 

The following responses were received by the proposal deadline (in alphabetical order): 
Ehlers
PFM Financial Advisors LLC
PMA Securities
Robert W. Baird & Co. Incorporated
Springsted Incorporated