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Basic Information

Reference Number

0000321280

Issuing Organization

Montgomery County

Owner Organization

Department of Finance (FIN)

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

1149776

Title

Independent Financial Advisory Services

Source ID

PU.AG.USA.1716688.C11451551

Details

Location

United States, Maryland, Montgomery County

Delivery Point

United States, Maryland, Montgomery County

Purchase Type

Duration: 3 years
Option: 1-Year Renewals

Piggyback Contract

Description

Montgomery County, Maryland is seeking proposals from qualified firms to provide Independent Financial Advisory Services to the Department of Finance (FIN). The County intends to contract with up to four (4) Contractors to provide independent financial advisory services in connection with various financing transactions and programs. The Contractors must be qualified entities registered as independent municipal financial advisors in accordance with the rules of the Municipal Securities Rule Making Board (MSRB) and Securities and Exchange Commission, and Contractor(s) will provide general financial advice or work on projects with defined scope of work related to debt management and/or other financial matters.

The County intends to award up to three (3) contracts for Scope I: "Financial Advisory Services" until the County’s needs are met. In addition, the County intends to award one (1) contract for Scope II: "Arbitrage Rebate and Yield Restriction Compliance Review Services". An Offeror may submit a proposal for one or both services. However, since each service will be evaluated separately, the Offeror must submit one electronic copy of their proposal for each scope for which they are submitting a proposal through BidNet’s Maryland Purchasing Group
(https://www.bidnetdirect.com/maryland/montgomerycounty).

Dates

Publication

05/25/2023 07:33 AM EDT

Closing Date

07/10/2023 03:00 PM EDT

Prebid Conference

06/14/2023 01:00 PM EDT

Contact Information

Robert Norris

240-777-9900

Robert.Norris@montgomerycountymd.gov

Jacqueline Carter

240-777-8979

Jacqueline.Carter@montgomerycountymd.gov

Pre-Bidding Events

Event Type

Prebid Conference

Attendance

Recommended

Event date

06/14/2023 01:00 PM EDT

Location

Virtual Microsoft Teams Meeting

Event Note

https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjE3MThmN2UtNjRmOC00YjA0LTg2YmYtYTdmNzg3NTZjMzg0%40thread.v2/0?context=%7b%22Tid%22%3a%226e01b1f9-b1e5-4073-ac97-778069a0ad64%22%2c%22Oid%22%3a%222366cddf-d3dc-410f-ae23-00698b3ecb69%22%7d
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Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Scope 1 – Financial Advisory Services	Scope 1: Offeror Proposal Including Pricing (See RFP Proposal Submission Section E)	No	No
Scope 1 – MFD Performance Plan	Scope 1: PMMD-65 Minority, Female, Disabled Persons Subcontractor Performance Plan (See Section E - Submissions)	No	No
Scope 1 – Wage Requirements Form	Scope 1: PMMD-177 (See Section E- Submissions)	No	No
Scope 2 – Arbitrage Rebate and Yield Restriction C	Scope 2: Offeror Proposal Including Pricing (See RFP Proposal Submission Section E)	No	No
Scope 2 – MFD Performance Plan	Scope 2: PMMD-65 Minority, Female, Disabled Persons Subcontractor Performance Plan (See Section E - Submissions)	No	No
Scope 2 – Wage Requirements Form	Scope 2: PMMD-177 (See Section E- Submissions)	No	No
Amendments	All Signed Amendments (Mandatory if Amendments are Issued)	No	No
No entries

Additional Bidding Instructions

The Offeror must submit one electronic copy of their proposal for each scope for which they are submitting a proposal.