Financial Advisor Services

Douglas County Board of Commissioners is seeking qualified firms to provide independent financial advisory services, including financial policy development, financial modeling, capital planning, and municipal debt and bond issuance support.

Douglas County > Board of Commissioners


General
Open
26-028
Oct 28, 2026 06:00 PM
Sep 28, 2026 09:41 PM
1 year
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Original Solicitation Links
[

PE-64800-NONST-2026-000000084

]

financial advisor services

Contact
achoice@douglascountyga.gov
+17709207498
8700 Hospital Drive, Douglasville, GA, USA
Description

Douglas County Board of Commissioners is seeking sealed proposals from qualified and experienced financial advisory firms to serve as the County’s municipal advisor. The scope includes financial policy and long-range financial planning, budgetary and debt-affordability analysis, capital improvement planning, financing alternatives, credit analysis, cash and investment management, refinancing analysis, market analysis, financial modeling, and special financial projects. The selected advisor may support bond and private-placement debt transactions by recommending financing size, timing, structure, maturities, interest rates, and redemption provisions; coordinating with bond and disclosure counsel, underwriters, banks, trustees, rating agencies, and other professionals; reviewing offering documents and transaction costs; assisting with pricing and closing; and providing post-issuance and annual debt analysis. The proposal must address firm qualifications, governmental and Georgia experience, key personnel, methodology, municipal debt and credit-rating experience, references, regulatory, litigation, conflict and responsibility disclosures, technology and financial modeling, certifications, and fee information. The County may select more than one advisor.

Classification Codes
NAICS523150Investment Banking and Securities Intermediation
PSCR704Auditing Services
Smart Codes
financial advisory servicesmunicipal bond advisoryfinancial modeling
Specifications
Service Only
Timeline
Sep 28, 2026 09:41 PM-Publication Date
Oct 13, 2026 08:00 PM-Questions Due Date
Oct 28, 2026 06:00 PM-Proposal Closing Date
Requirements
Required
  • Workers Compensation
  • Employers Liability — $500,000.00
  • Auto Liability — $1,000,000.00
  • Comprehensive General Liability — $1,000,000.00
  • Professional Errors and Omissions — $1,000,000.00
  • Cyber Liability — $3,000,000.00
Required
  • Minimum 5 references
Location
Local Preference:Local Preference
Documents
TitleDate Posted
Proposal Certification (65).pdfDec 13, 2022 06:35 PM
Exceptions to Specifications (33).pdfDec 12, 2022 06:17 PM
Non Collusion Affidavit (46).pdfJan 20, 2023 12:48 AM
Financial Advisor Solicitation AD.pdfSep 28, 2026 09:39 PM
Subcontractor affidavit (52).pdfFeb 21, 2023 08:38 PM
Financial Advsior Request for Proposal.pdfSep 28, 2026 09:38 PM
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