The Massachusetts School Building Authority (the “Authority” or “MSBA”) seeks proposals from qualified firms to provide Financial Advisory Services to the Authority regarding Debt and Investment Management. Firms may propose to provide Financial Advisory Services for Debt Management, Financial Advisory Service for Investment Management, or Financial Advisory Services for both Debt and Investment Management. Firms proposing to provide Financial Advisory Services must comply with all required provisions of the Securities Exchange Act and all Regulations and Rules adopted by the Securities Exchange Commission and the Municipal Securities Rulemaking Board. The MSBA intends to select a pool of qualified firms to provide services on as needed basis.
The Request for Responses and all attachments can be found using the links below:
- RFR for Financial Advisory Services
- Attachment A: Authorized Respondent’s Signature and Acceptance Form
- Attachment B: Certification Statement
- Attachment C: Master Services Agreement
- Attachment D: Supplier Diversity Program Plan Form
- Questions and Answers
- September 2016 New Roadshow Presentation MSBA - 2016 Series B New Money and Series C Refunding
PROCUREMENT CALENDAR
Issuance of RFR: August 17, 2017
Question Deadline: August 23, 2017
Responses to Questions Posted: August 24, 2017
RFR Response Deadline: September 12, 2017 at 3:00 P.M. EST