24RFP1337743C-MH Life & Disability Brooker Services

The Fulton County, Georgia government has issued a Request for Proposal (RFP) seeking vendors to provide Life and Disability Broker Services. The purpose of the procurement is to select qualified firms to serve as a broker and provide professional advisory services for a series of anticipated debt obligation issuances, including an annual short-term tax anticipation note, financing for repairs to the Fulton County jail facility, refinancing of an existing water and sewer bond, and a conduit financing for the Fulton DeKalb Hospital Authority. The RFP outlines the required scope of work, project deliverables, schedule, and technical and cost proposal requirements. Proposals are due on November 26, 2024, and Fulton County anticipates making an award decision in December 2024. The initial contract term is for the 2025 fiscal year, with two possible one-year renewal terms. Proposals will be evaluated based on factors such as project approach, key personnel qualifications, relevant experience, availability of personnel, local preference, and cost.

The RFP does not specify any set-aside designations or restrictions on the types of organizations that can respond. It also does not list any incumbent vendors or current contractors, or indicate any existing infrastructure or technology that requires integration. The RFP does not provide a budget range, but notes that any out-of-pocket expenses for firm personnel will not be reimbursed by Fulton County, and all such costs should be included in the proposed fees. The successful firm will be required to provide professional liability insurance with a limit of at least $1 million.