Financial Advisory Services
Chatham County
Original Solicitation Links
PE-77548-NONST-2027-000000432
]26-0139-2 annual contract for financial advisory services
Contact
Submission Instructions
Description
Chatham County seeks a municipal/financial advisor for two service areas. General financial advisory services include reviewing and developing financial policies, programs, and plans; advising on cash flow, investments, debt structure, bond ratings, and financing strategies; and supporting bond or private-placement debt issuance. Housing financial advisory services include evaluating, structuring, and financing affordable and workforce housing initiatives, public-private partnerships, and related County-supported transactions. Proposers may respond to either or both service areas, with separate qualifications, methodology, and fee proposals for each area pursued. The County may award the service areas separately. The proposal package includes a cover letter, MBE/WBE participation narrative, client references, applicable service-area experience and methodology narratives, and the relevant fee proposal form. The attached package also requires completion of Attachments A–H, including certifications and affidavits; Attachment I provides guidance concerning good-faith efforts for M/WBE participation. The contract term is one year with four one-year renewal options. Insurance requirements apply during performance, including general liability, workers’ compensation, employer’s liability, automobile liability, and professional liability.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Commercial General Liability — $1,000,000.00
- Workers' Compensation
- Employer's Liability — $500,000.00
- Business Automobile Liability — $1,000,000.00
- Professional Liability — $1,000,000.00
- Minimum 5 references
- Client point of contact required for each reference
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