Financial Advisor

The County of Dinwiddie is seeking qualified vendors to provide comprehensive financial advisory services on an as-needed basis, with the primary goal of assisting the County in maintaining optimal financial health through strategic municipal finance guidance. The scope of work includes advising on bond and note issuance, coordinating with rating agencies to secure favorable credit ratings, preparing and reviewing bond documents, and supporting the County’s efforts in marketing and selling bonds through competitive or negotiated sales. The vendor will also assist in developing financing options for capital projects, reviewing debt portfolios for refunding opportunities, and providing expert research and analysis on various financial and economic development initiatives. The contract is initially awarded for one year, with the possibility of up to nine additional one-year renewals, contingent upon funding and performance. The procurement process emphasizes a comprehensive evaluation of experience, qualifications, and local government expertise, with proposals scored on criteria such as company experience, personnel qualifications, price, and responsiveness. Negotiations will be conducted with the top qualified offerors to determine the best value, considering both technical merit and cost. The contract size ranges from a minimum of 50,000 to a maximum of 200,000 dollars. Payment terms specify submission of IRS Form W-9, invoice procedures, and interest charges on late payments, with a focus on transparency and reasonableness of costs. The County reserves the right to reject any proposals, cancel the solicitation, or extend the contract to other public bodies within Virginia under cooperative procurement provisions. All communications and documentation related to the contract will be managed through designated County officials, ensuring clear oversight and adherence to procurement regulations.