Stone_Mountain_RFQ_RFP_Financial_Advisor.pdf

CITY OF STONE MOUNTAIN

REQUEST FOR QUALIFICATIONS AND PROPOSAL (RFQ/RFP)

PROFESSIONAL MUNICIPAL FINANCIAL ADVISORY SERVICES

Purpose

The City of Stone Mountain is soliciting qualifications and proposals from experienced professional financial advisory firms to assist the City in evaluating strategic financial opportunities, capital projects, land acquisition opportunities, economic development initiatives, and long-term financial planning.

Background

Professional municipal financial advisors assist cities and local governments in evaluating financing options, assessing fiscal capacity, analyzing capital improvement plans, structuring debt, supporting bond issuances, evaluating public private partnerships, and identifying funding strategies for public projects. The City is currently evaluating opportunities related to land acquisition, redevelopment, economic development projects, and other strategic investments. The selected advisor will review the City’s financial condition and provide recommendations regarding the most appropriate financing structure, including loans, bonds, public private partnerships, Downtown Development

Authority participation, grants, and other available funding mechanisms.

Scope of Services

The selected firm may be asked to: Review the City’s financial statements, budgets, debt obligations, and revenue sources; Evaluate financial feasibility of land acquisition and development projects; Analyze financing alternatives including bank loans, revenue bonds, general obligation bonds, lease purchase arrangements, and public private partnerships;

Assist with coordination involving the Downtown Development Authority and other public entities; Provide debt affordability and capacity analysis; Develop financing recommendations and implementation strategies; Assist with presentations to elected officials, staff, boards, and stakeholders; Support bond issuance planning, structuring, and market evaluation; Identify alternative funding and economic development opportunities.

Submittal Requirements

Firms shall provide the following information:

1. Company Overview: Brief history, ownership structure, office locations, and description of services / expertise.

2. Financial Advisory Team: Identification of key personnel assigned to the City, qualifications, certifications, and relevant experience.

3. Municipal Experience and Relevant Project Examples:

Describe your firm's experience providing financial advisory services to municipalities, counties, development authorities, and other public sector entities. Include a minimum of two (2) representative projects completed within the last five (5) years that demonstrate your firm's experience in one or more of the following areas: land acquisition financing, economic development initiatives, bond issuances, public-private partnerships, redevelopment projects, capital improvement programs, and strategic financial planning.

For each project, provide the client name, project description, financing structure considered or implemented, your firm's role and responsibilities, and the outcome or benefit to the public entity.

4. Bond Issuance Assistance Plan: Outline your approach if the City proceeds with a bond issuance, including planning, structuring, rating agency support, market coordination, and closing process.

5. References: Provide at least three municipal references including contact name, title, organization, phone number, and email address.

Fee Proposal

Provide a detailed fee schedule. Firms may propose one or more of the following: Flat monthly retainer; Hourly rates by staff classification; Lump sum project-based fees; Bond issuance related fees; Any reimbursable expenses. Clearly identify all costs and assumptions.

Evaluation Criteria

Responses may be evaluated based on municipal experience, qualifications of assigned personnel, understanding of City needs, quality of proposed approach, demonstrated success with similar projects, references, and cost competitiveness.

Reservation of Rights

The City reserves the right to reject any or all submissions, request additional information, interview firms, negotiate scope and fees, and award a contract in the best interest of the

City.

Questions

All questions regarding this RFP/RFQ shall be submitted in writing via email to City

Manager Miglena (Maggie) Dimov at mdimov@stonemountaincity.org, with a copy to

City Clerk Shavala Ames at sames@stonemountaincity.org.

The deadline for submitting questions is Monday, July 13, 2026, at 12:00 p.m. (Noon)

Eastern Time. Questions received after this deadline may not be considered or answered.

Submission Instructions

Proposals Deadline: Wednesday, July 15th at 12 PM (noon). Late submissions will not be accepted.

Proposals must be submitted electronically via email to City Manager Miglena (Maggie) Dimov at mdimov@stonemountaincity.org, with a copy to City Clerk Shavala Ames at sames@stonemountaincity.org.

The subject line of the email must read: RFP/RFQ – Professional Municipal Financial Advisory Services.

mailto:mdimov@stonemountaincity.org mailto:sames@stonemountaincity.org mailto:mdimov@stonemountaincity.org mailto:sames@stonemountaincity.org