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FINANCIAL ADVISORY SERVICES The City of Boston, Massachusetts (the “City”), acting by and through its Chief Financial Officer and Collector-Treasurer (the “Official”), is requesting the submission of qualifications (“Responses”) from nationally recognized and qualified financial advisory firms (“Firms”) interested in serving as Financial Advisor for the City, principally in connection with the City’s investment, debt management, and debt issuance

Proposals MUST BE SEALED and labeled “PROPOSALS – RISK MANAGEMENT SERVICES 2022” prior to the stated time for the receipt of proposals and received no later than 11:30 A.M. on November 9, 2021.

Proposals MUST BE SEALED and labeled “QUALIFICATIONS – PSYCHOLOGICAL EXAM SERVICES 2022” prior to the stated time for the receipt of proposals and received no later than 11:30 A.M. on November 9, 2021.

This is for a three-year contract with two (2) one-year options to renew, for a maximum five-year contract term for financial advisory services for various departments.

Proposals MUST BE SEALED and labeled “PROPOSALS – AUDITING AND CONSULTING SERVICES 2022” prior to the stated time for the receipt of proposals and received no later than 11:30 A.M. on November 9, 2021.

Proposals MUST BE SEALED and labeled “PROPOSALS – RISK MANAGEMENT SERVICES 2022” prior to the stated time for the receipt of proposals and received no later than 11:30 A.M. on November 9, 2021.

1163683 Documents Not Available 1149776 Segyung Yaeger 2407779944 Segyung.Yaeger@montgomerycountymd.gov Procurement Specialist III RFP - Non-Construction Independent Financial Advisory Services - Scope I: Financial Advisory Services PFM Financial Advisors LLC 1735 Market St 42nd Floor Philadelphia PA 19103 Geoffrey Stewart stewartg