City of Sebastian MyVendorLink #S-807LD

Award for Financial Advisory Services for Volusia County School District

This opportunity involves the School District of Volusia County, Florida, seeking financial advisory services to support its Finance Department and five-year capital plan. - Government Buyer: - School District of Volusia County - Finance Department - Purchasing Department - Awarded Vendor: - PFM Financial Advisors LLC (Orlando, FL) - Products/Services Requested: - Comprehensive financial advisory services, including: - Debt structure review - Financing options analysis - Bond sale assistance - Arbitrage compliance - Monitoring outstanding debt - Bond-related advisory as needed - Unique or Notable Requirements: - No underwriting by the advisor - Compliance with Florida laws and federal regulations - Evaluation based on firm qualifications, experience with Florida school districts, legal issues, and cost - Insurance required; no bid, performance, or construction bonds required - Contract term is one year with options to renew annually for up to five years - Primary OEMs: - Not applicable (professional services contract) - Delivery/Performance Locations: - School Board of Volusia County Purchasing Department, 3750 Olson Drive, Daytona Beach, FL 32124 - School District of Volusia County Financial Accounting Department, 200 North Clara Ave, DeLand, FL 32721

Description

The School Board of Volusia County, Florida, issued a Request for Proposal (RFP) seeking qualified firms to provide financial advisory services. The scope includes advisory support for the Board's financial needs, with the contract effective from February 1, 2019, to January 31, 2020. The solicitation was awarded to PFM Financial Advisors LLC after a competitive process. Insurance is required, but no bonds are necessary for this contract.

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