What the buyer needs

AI summary

Chatham County seeks proposals for financial advisory services. Services include general financial advisory and housing financial advisory.

Scope of work

Review financial policies, financial resources, and overall fiscal posture of the County
Advise on short-term financing strategies, debt structure, and bond ratings
Advise on structure, terms, marketing, and sale of proposed bond issues
Prepare and distribute official bond issue statements and coordinate credit rating applications
Advise on financial feasibility, risks, and structure of housing development initiatives
Review developer proposals, pro formas, sources and uses of funds, and financing
Identify and evaluate public and private housing financing tools and funding sources
Assist in developing housing financial policies, underwriting standards, and guidelines

Criterion	Weight / scoring
MBE/WBE Participation	15
References	5
Service Area A - Experience & Qualifications	30
Service Area A - Project Understanding & Methodology	30
Service Area A - Fee Proposal	20
Service Area B - Experience & Qualifications	35
Service Area B - Project Understanding & Methodology	30
Service Area B - Fee Proposal	15
Interviews/Presentations (if required)	30

Current Chatham County or Georgia municipal business license prior to award
Not listed on Federal or State of Georgia Excluded Parties Listing
Service Area A: serve at least two (2) clients within Georgia with similar scope
Service Area B: experience in housing finance transactions within past five (5) years
Accreditation or authorization to provide the requested services

Introduction/Cover Letter (maximum two pages)
Disclosure of Responsibility Statement
At least five (5) client references
Annual (audited) Financial Reports for the past two (2) fiscal years (Service Area A)
Resumes for key staff persons
Conflict of interest disclosure statement (Service Area B)
Fee Proposal Form - Service Area A (if applicable)
Fee Proposal Form - Service Area B (if applicable)
Certificates of Insurance and original endorsements (prior to services)

Method: Electronic via the County's procurement portal
Instructions: Submit online at https://chathamcountyga.bonfirehub.com/portal. Proposers unable to submit online must notify the procurement contact at least one week prior to proposals being due.