Government Contract | Maryland
Independent Financial Advisory Services

Bid Information

Bid Alert No: 00000502007

Bid Title: Independent Financial Advisory Services

Agency Bid No. Title: 1051193

Received Date: 03/08/2016

Close Date: 04/06/2016

Purchase Type: 3 year term

Delivery Point:

Delivery Date: Not Stated


Specifications include, but are not limited to: SCOPE OF SERVICES Scope I General Financial Servicesa. General AdviceThe Contractor will provide general financial advice, including but not limited to the following services:1) Policy guidance and procedural advice to assist with the Countys financing programs, makingrecommendations on County policy and procedures to follow to minimize risk, maximize services tocitizens, and ensure prudent fiscal management.2) Policy Analyses or White Paper reports and assist with presentation to appointed or elected officials.3) Engagement planning and scheduling.4) Market Condition or other research on rates or structures.5) Fiscal and Economic Impact analyses.6) Financial analysis and preliminary feasibility analysis and review of possible projects.7) Participation in meetings and conference calls at the Countys direction.8) Research on financial questions as raised by the County.9) Written drafts and reports, and analyses as directed by the County.10) Facilitation of investor relations, including providing publications, marketing plans, and reports atthe direction of the County.11) Assistance to the County with private sector negotiations.12) Special tax or allocation analyses at the direction of the County.b. Financing Plans, Transactions and Special ProjectsThe Contractor will provide work on projects related to debt transactions, such as:1) General Obligation Bond Issues2) Revenue Bond Issues (e.g. Parking, Solid Waste, Liquor control, Water Quality ProtectionCharge)3) Refunding bond Issues4) Special Tax/Development District Bond issues5) Lease Revenue Bond Issues

Bid Related Documents

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Product Code: 94648

Agency Information

Issuing Agency: County of Montgomery

State: Maryland

Agency Type: State and Local

Contact: Darleen Elliott Office of Procurement, 255 Rockville Pike, Suite 180, Rockville, Maryland, 20850

Phone: 240-777-9934



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