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  5. ›Solicitation: 202510144 Debt Management Financial Advisor

Maine Office of the State Treasurer·Maine

Solicitation: 202510144 Debt Management Financial Advisor

Closes 2/10/2026$500k – $2MRequest for Proposal
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Description

The State of Maine, Office of the State Treasurer, is seeking a Debt Management Financial Advisor to provide debt management services. The selected advisor will assist and advise the Office of the State Treasurer on all matters related to the sale of bonds and maintenance of the debt portfolio. The advisor will also provide documents, analysis, and publications, and assist in the sale of bonds and presentations to rating agencies. The contract will be for an initial period of 3 years, from July 1, 2026, to February 28, 2029. Some key aspects of the proposal include: * The advisor must have experience in debt management and financial advisory services. * The advisor must be able to provide a comprehensive debt management plan, including analysis and recommendations. * The advisor must be able to assist in the sale of bonds and presentations to rating agencies. * The advisor must be able to provide documents, analysis, and publications as required. * The contract will be awarded based on a 100-point scale, with 30 points for organization qualifications and experience, 40 points for proposed services, and 30 points for cost proposal. * The selected advisor will be required to execute a State of Maine Service Contract with appropriate riders. Some of the key requirements for the proposal include: * The proposal must be submitted in four files, each with specific information and attachments. * The proposal must include a proposal cover page, responsible bidder certification, qualifications and experience form, subcontractors form, proposed services form, and cost proposal form. * The proposal must be submitted electronically, with a maximum file size of 15MB per file. * The proposal must be received by the submission deadline date and time.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Amber Griffin(Buyer)

[email protected]

(207) 624-7479

Key dates

Opened
1/7/2026
Questions due
1/21/2026
Closes
2/10/2026
Duration
70 months

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523930
Solicitation №
RFP - 28A - 202510144

Budget estimate

$500,000 – $2,000,000

The budget for this opportunity is likely to be in the range of $500,000 to $2 million per year, based on the scope of work and the requirements of the RFP. The factors that influence this estimate include: * The complexity of the debt management services required. * The level of expertise and experience required of the advisor. * The scope of work, including the number of bond sales and presentations to rating agencies. * The contract term, which is for an initial period of 3 years. * The cost proposal, which will be scored based on a mathematical formula.

AI estimate from the solicitation

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