Opportunity
North Orange County Regional Occupational Program Opengov #017-23011310
Award of General Public Finance Municipal Advisory Services to CSG Advisors, Inc.
Posted
April 10, 2023
Identifier
017-23011310
NAICS
541611
This award notice details the County of Orange Executive Office, Budget & Finance's selection of CSG Advisors, Inc. for general public finance municipal advisory services: - Government Buyer: - County of Orange Executive Office, Budget & Finance - OEMs and Vendors: - CSG Advisors, Inc. (sole vendor) - Services Requested: - General public finance municipal advisory services - Scope includes debt management, financing strategies, capital planning, bond rating presentations, investor relations, financial legislation analysis, and support for County financing programs - Services provided by key personnel: Scott Smith, Gene Slater, John Hamilton, Adam Cray - Hourly billing rates ($250–$350), capped at $200,000 annually - Unique or Notable Requirements: - Strict compliance, confidentiality, and indemnification provisions - Firm fixed fee structure with annual cap - Option to renew for up to two additional years (not exercised) - Place of Performance: - County of Orange Executive Office, Budget & Finance, 400 W. Civic Center Drive, 5th Floor, Santa Ana, CA 92701 - No specific products or part numbers are involved, as this is a professional services contract
Description
The County of Orange awarded a contract to CSG Advisors, Inc. for general public finance municipal advisory services. The contract was awarded through a Request For Proposal (RFP) process and is a firm fixed fee agreement. The contract duration is three years, starting from April 10, 2023, to April 9, 2026. The services include municipal advisory support as detailed in the contract's scope of work.