Miami-Dade Supplier Systems #EVN0024141

Miami-Dade County Solicits Municipal Advisory Services for General Segment Revenue Debt

Miami-Dade County is seeking proposals from registered municipal advisors for comprehensive advisory services related to its General Segment revenue debt transactions. - Government Buyer: - Miami-Dade County Office of Management and Budget - Strategic Procurement Department - Scope of Services: - Municipal advisory services for revenue debt transactions, including: - General obligation, special obligation, public health trust/general obligation, public health trust/sales tax, and transit debt transactions - Issuance of bonds, notes, certificates, and other financing instruments - Ongoing financial advisory services (e.g., bond sale methods, pricing, documentation, rating agency presentations, financial analyses) - Non-bond related financial advisory services (e.g., short-term financing, debt portfolio management, annual reporting) - Excludes swaps or derivative products - Notable Requirements: - Proposers must be registered municipal advisors with the SEC and MSRB - No subcontractors or underwriting pool members permitted - Key personnel qualifications and past performance are critical evaluation criteria - Pricing to include per bond issue fees and hourly rates for non-bond work - Annual reporting required starting in the fifth year - Contract Details: - Anticipated seven-year contract term, with possible extensions - No specific OEMs or product vendors are named; opportunity is open to qualified municipal advisory firms

Description

Miami-Dade County Office of Management and Budget is soliciting proposals from registered municipal advisors to provide municipal advisory services for revenue debt transactions and services related to general obligation, special obligation, public health trust/general obligation, public health trust/sales tax, and transit debt transactions. The services include issuance of bonds, notes, certificates, or other financing instruments but exclude swaps or derivative products. This solicitation is for the General Segment of the County, excluding peripheral agencies and other segments such as Water & Sewer and Enterprise. The contract is anticipated to be awarded for a seven-year period.

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