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Basic Information

Reference Number

0000361670

Issuing Organization

County of Dutchess

Owner Organization

Finance

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-DCP-58-24

Title

FINANCIAL ADVISORY SERVICES

Source ID

PU.AG.USA.1030.C9423926

Details

Location

United States, New York, Dutchess County

Purchase Type

Duration: 2 years
Option: 3 additional one year terms

Piggyback Contract

Description

Dutchess County Finance Department (“County”) is soliciting proposals from qualified firms to provide independent professional financial advisory services. The County is seeking to contract with a vendor (“Contractor”) to provide a full range of financial advisory services to municipal governments in the areas of financial planning and debt management.

Dates

Publication

09/18/2024 08:15 AM EDT

Question Acceptance Deadline

10/02/2024 05:00 PM EDT

Questions are submitted online

Closing Date

10/16/2024 02:00 PM EDT

Contact Information

Sarah Andrews

845-486-3671

sandrews@dutchessny.gov

Ellie Theohary

845-486-3613

mtheohary@dutchessny.gov

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Technical Proposal	PDF (.pdf)	Yes	No
Cost Proposal	PDF (.pdf)	Yes	No
Proposal Submission Checklist	PDF (.pdf)	Yes	Yes
Proposer Information / Acknowledgement Form (CS-1)	PDF (.pdf)	Yes	Yes
Non-Collusion Affidavit (CS-2)	PDF (.pdf)	Yes	Yes
Stmt of Understanding of Indemnification & Insur	PDF (.pdf)	Yes	Yes
Addenda Acknowledgement	PDF (.pdf) required if applicable.	No	Yes
No entries

Additional Bidding Instructions

Please see bid documents for additional information.