Award
Guilford County NC MUNIS #20099
Financial Advisory Services (RFP)
Recipient
Not Specified
Awarded
February 10, 2023
Identifier
20099
The buyer is the Guilford County Purchasing Department located in Greensboro, North Carolina. The contract is for financial advisory services including debt modeling, issuance, transaction management, alternative financing solutions, and capital planning. The awarded services include acting as the County's consultant on debt financing projects, providing independent financial advice, managing bond financing processes, analyzing capital structure and debt portfolios, developing financing plans and schedules, reviewing legal documents, monitoring regulatory changes, coordinating with bond counsel and financing teams, assisting in rating agency strategies and presentations, managing sale processes, advising on investment alternatives, and providing presentations to the Board of County Commissioners. The contract period is initially three years with two optional one-year renewals, totaling up to five years. The contract requires compliance with federal and state laws including SEC registration as a Municipal Advisor. Minority and Women Business Enterprise (MWBE) participation is mandated with a 10% goal. The contract does not specify any OEMs or vendors as it is a service contract. The place of performance is Guilford County, North Carolina, with the Purchasing Department located at 201 South Greene Street, Greensboro, NC 27402. Unique contract requirements include adherence to MWBE participation goals, compliance with SEC and Municipal Securities Rulemaking Board rules, and detailed reporting and advisory responsibilities throughout the debt issuance process.
Description
Request for Proposals for Financial Advisory Services including debt modeling, issuance, transaction management, alternative financing solutions, and capital planning for Guilford County, North Carolina. The contract is for an initial term of three years with options to renew for two additional one-year periods, totaling up to five years. The award is intended for a single provider based on qualifications and pricing.