BJWSA FY 2026 Financial Advisor Services

The Beaufort-Jasper Water and Sewer Authority (BJWSA) is seeking a financial advisor through a Request for Qualifications (RFQ) for financial advisory services covering fiscal years 2026-2028, with a potential two-year contract extension through 2030. The procurement targets firms with significant municipal financial advising experience, specifically in water and sewer revenue bonds, serving approximately 70,000 water and 54,000 wastewater customers across Beaufort and Jasper Counties in South Carolina. The selected financial advisor will be responsible for advising on bond market conditions, managing debt issuance transactions, facilitating debt structure and marketing, assisting with bond ratings, and providing comprehensive financial management services. The evaluation process will allocate 100 rating points across four key criteria: company experience with water and sewer revenue bonds (35 points), staff qualifications and experience (35 points), experience with financial policy crafting and review (15 points), and a narrative explaining the firm's selection rationale (15 points). Proposals are due on October 3, 2025, at 2:00 PM, with an anticipated award date of November 20, 2025, and must be submitted electronically through the Bonfire Procurement Platform with a maximum 25-page submission limit.

The RFQ does not explicitly mention specific set-aside designations or restrictions for disadvantaged enterprises. Proposing firms are required to disclose potential conflicts of interest with BJWSA employees and board members. While no incumbent vendor is identified in the documentation, the procurement suggests a comprehensive financial advisory service that will support BJWSA's ongoing debt management and financial strategies. The contract appears to be structured as a three-year base contract with an option for two additional years, indicating potential long-term engagement. Although specific budget ranges are not disclosed, the scope of services implies a substantial municipal financial advisory contract covering debt issuance, financial policy development, and ongoing fiscal management for a regional water and sewer authority serving multiple jurisdictions in South Carolina.