Opportunity

North Orange County Regional Occupational Program Opengov #MA01723011309

County of Orange Municipal Advisory Services Contract Award to KNN Public Finance, LLC

Posted

April 03, 2023

Identifier

MA01723011309

NAICS

523930

This opportunity involves the County of Orange contracting KNN Public Finance, LLC for municipal advisory services to support public finance operations. - Government Buyer: - County of Orange, County Executive Office, Budget & Finance - OEMs and Vendors: - KNN Public Finance, LLC (Berkeley, CA) - Services Requested: - General public finance municipal advisory services - Includes debt management, financing strategies, capital project financing, bond rating presentations, investor relations, policy development, and legislative financial analysis - Services provided by key personnel: Managing Director David Brodsly, Directors Bobby Cheung and Melissa Shick - Hourly compensation rates from $150 to $375, capped at $200,000 annually - Unique or Notable Requirements: - Firm fixed fee agreement with annual cap - Emphasis on compliance, confidentiality, and non-discrimination - Option to renew for an additional two-year term - Insurance coverage and staffing plan required - Eligible for piggybacking by other agencies - Place of Performance: - County of Orange Executive Office, 400 W. Civic Center Drive, 5th Floor, Santa Ana, CA 92701

Description

The County of Orange has an active contract with KNN Public Finance, LLC for general public finance municipal advisory services. This contract, initiated through a Request For Proposal (RFP) process, is ongoing and set to expire on April 9, 2026. The contract includes attachments such as the Certificate of Insurance and the executed contract document, and it is managed by the County Procurement Office under the County of Orange.

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