Financial Advisory Services

Orange County, Florida is seeking financial advisory services through a competitive Request for Proposals (RFP) designated as Y25-1053. The procurement is for a comprehensive financial advisory contract to support the county's ongoing projects and future initiatives, with proposals due on September 29, 2025, at 4:00 pm EST. Respondents must submit proposals electronically via the OpenGov e-Procurement Platform and are prohibited from using alternative submission methods. The selected financial advisor will be responsible for developing financing plans, assisting with bond issuances, preparing official statements, conducting rating agency presentations, and providing general financial advisory services. Qualified firms must be listed in the Bond Buyer's Municipal Marketplace and registered with the SEC and MSRB. The contract is structured as a three-year term with potential for two additional one-year renewals. Evaluation criteria will likely include the firm's experience, qualifications, proposed approach, and ability to meet the county's financial advisory needs.

The RFP includes provisions for service-disabled veteran participation and potential bonus points for hiring dislocated workers. Respondents must meet specific insurance requirements, including $1,000,000 in Commercial General Liability, $500,000 in Business Automobile Liability, statutory Workers' Compensation, and $2,000,000 in Professional Liability. The financial advisor will be explicitly prohibited from acting as an underwriter for Orange County during the contract period. While a specific budget range is not explicitly stated, the comprehensive nature of the services suggests a significant contract value. The county's Procurement Division, led by Carrie Mathes with Tiffany Fulse as the contracting agent, will manage the procurement process. Technical support for proposal submission is available through the OpenGov Platform, with assistance accessible via chat, email (support@procurenow.com), or phone (1-855-680-4747) during business hours.