District of Columbia Cobblestone Systems #CFOPD-14-C-016B

Award for Disclosure Counsel Services for District of Columbia Municipal Securities

This opportunity involves the District of Columbia's Office of the Chief Financial Officer (OCFO) securing legal services for municipal securities disclosure counsel. - Government Buyer: - District of Columbia, Office of the Chief Financial Officer (OCFO) - Office of General Counsel (OGC) - Office of Contracts - OEMs/Vendors Mentioned: - Locke Lord, LLP (formerly Edwards Wildman Palmer LLP) - Services Requested: - Disclosure Counsel Services for municipal securities (bonds and notes) issuance and sale - Legal services provided by partners, counsel, associates, and paralegals - Services include due diligence, policy development, opinion rendering, regulatory compliance, and training - Support for compliance with the Home Rule Act and all applicable District laws and regulations - Contract Structure & Value: - Indefinite Delivery Indefinite Quantity (IDIQ) contract - Base year plus four one-year option periods - Each period: minimum value $1,000, maximum value $950,000 - Services delivered via task orders as needed - Hourly rates for different legal staff levels, with escalation in option years - Unique/Notable Requirements: - Ability to provide legal counsel for complex municipal finance transactions - Emphasis on regulatory compliance, ethical obligations, and training - Detailed administrative and reporting requirements - Place of Performance/Delivery: - Office of the Chief Financial Officer, Office of General Counsel, 1350 Pennsylvania Avenue, Suite 200, Washington, DC 20004 - Office of Contracts, 1100 4th Street S.W., Suite E610, Washington, DC 20024

Description

The District of Columbia's Office of General Counsel requires legal representation for the issuance and sale of municipal securities, including bonds and notes. This contract is an indefinite delivery indefinite quantity (IDIQ) agreement with Locke Lord, LLP, covering disclosure counsel services related to municipal finance. The contract includes a base year and four one-year option periods, with a maximum contract value of $950,000 per period, and involves task orders issued as needed.

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