26-0139-2 Annual Contract for Financial Advisory Services
Contract Overview
Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.
AI Contract Overview
Chatham County, Georgia, is soliciting proposals for Municipal and Financial Advisory services under solicitation 26-0139-2. The scope is divided into two distinct service areas: Service Area A focuses on general financial advisory, including the development of financial policies, maintenance and replacement funds, and the structuring of bonds or private placement debt. Service Area B focuses on housing financial advisory, specifically evaluating and financing affordable and workforce housing developments and public-private partnerships. Firms may bid for one or both areas, and the County reserves the right to award these services separately. The contract term is for one year with options for four additional one-year renewals. Selection is based on a competitive sealed proposal method, where the best proposal is determined by a combination of qualitative factors and price rather than the lowest bid. Key requirements include SEC/MSRB Municipal Advisor registration, a commitment to MBE/WBE participation, and the provision of at least five relevant client references. Proposals must remain firm for 60 days from the bid date, and work cannot commence until a written contract is awarded and a Notice to Proceed is issued. The successful contractor must maintain liability and workman's compensation insurance and adhere to strict non-discrimination and conflict-of-interest disclosure guidelines.
General Info
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Organization & Contact Information
Full Description
Service Area A ¿ General Financial Advisory Services: -The Advisor will assist the County in reviewing and developing financial policies, programs, and plans that enhance the County¿s financial strength and sustainability to include development of maintenance/replacement funds with related financing plans. -The Advisor will assist in the structuring and issuance of bonds or private placement debt for funding of significant capital needs.
Service Area B ¿ Housing Financial Advisory Services: -The Advisor will assist the County in evaluating, structuring, and financing housing initiatives, including affordable and workforce housing developments, public-private partnerships, and related County-supported housing transactions.
Proposers may respond to Service Area A, Service Area B, or both. Proposers responding to both Service Areas shall clearly distinguish their qualifications, proposed methodology, and fee proposals for each. The County reserves the right to award the Service Areas separately to the same firm or different firms. Award of one Service Area does not obligate the County to award the other.
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