Financial consulting services
Closed State & local contract opportunity
- Solicitation number
- 25-8401
- State
- Florida
- Responses due
Opportunity facts
- Jurisdiction
- NIGP codes
- UNSPSC codes
- 64101500 Time deposit accounts
- 64101501 Certificate of deposit CD
- 64101502 Simple savings account
- 64101702 Currency exchange application
- 64111802 Subscription right
- 64111804 Warrant
- 64111901 Principal protected structured financial product
- 81121503 Econometrics
- 64101602 Money market account
- 64101603 Simple checking account
Show all 39
- 64111902 Principal unprotected structured financial product
- 93151609 Lotteries services
- 84000000 Financial and Insurance Services
- 84100000 Development finance
- 80101603 Economic or financial evaluation of projects
- 81121501 Macro economic analysis
- 64100000 Bank offered products
- 64111800 Entitlements or rights
- 64101700 Electronic fund transfer and payment products
- 64111900 Structured financial products
- 64111803 Purchase right
- 64111905 Over the rainbow structured product
- 64101703 Money transfer application
- 84131614 Underwriting service
- 81121500 Economic analysis
- 80101512 Actuarial consulting services
- 81121502 Micro economic analysis
- 81121504 Economic forecasts
- 81121505 Economic development consultancy
- 64000000 Financial Instruments, Products, Contracts and Agreements
- 64101600 Demand deposit accounts
- 64101601 Interest bearing checking account
- 64101701 Bill paying application
- 64101704 Over draft protection
- 64111801 Allotment or bonus right
- 64111903 Exchange traded fund ETF
- 64111904 Single structured product
- 64111906 Variable annuity
- 93151605 Government finance services
- Point of contact
-
- Olivia Puga olivia.puga@colliercountyfl.gov (239) 252-4286
Opportunity details come from procurement.opengov.com. Updated .
About this opportunity
Collier County Board of County Commissioners has issued a Request for Proposal (RFP) 25-8401 for Financial Consulting Services through its Procurement Services Division, specifically targeting the Public Utilities Department. The solicitation seeks a qualified vendor to provide comprehensive financial consulting services, including rate studies for water and wastewater utilities, financial modeling, rate-making, management accounting assistance, business valuations, financing activities, and financial system analyses. Proposals are due on August 4, 2025, at 3:00 PM EST, to be submitted electronically through the county's procurement portal. The contract will have an initial three-year term with two possible one-year renewals. Evaluation will be conducted by a selection committee scoring proposals across seven criteria totaling 100 points: business plan (20 points), specialized team expertise (25 points), past performance (20 points), cost of services (15 points), and local vendor preference (10 points). Vendors must demonstrate expertise in utility financial consulting, provide a comprehensive team approach, and submit detailed documentation of past performance and proposed methodologies.
While no specific set-aside designations are explicitly mentioned, the RFP indicates a preference for local vendors, with 10 evaluation points allocated to local business participation. Vendors must comply with E-Verify requirements and provide comprehensive insurance coverage, including Professional Liability ($2,000,000 per claim), Commercial General Liability ($1,000,000 per occurrence), and other required insurance types. Historically, county departments have spent approximately $300,000 annually on such services, though this may not predict future spending patterns. No markup will be allowed on reimbursable expenses, which are limited to specific items like photocopying, transcription, and postage. The county reserves the right to negotiate with top-ranked vendors and may use a tie-breaking procedure based on previous contract volumes. The potential contract allows for usage by other county departments beyond the Public Utilities Department, providing flexibility for future financial consulting needs across Collier County's government ecosystem.
Opportunity text
As requested by the Public Utilities Department (hereinafter, the "Division or Department"), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, "County") has issued this Request for Proposal (hereinafter, "RFP") with the intent of obtaining proposals from interested and qualified Vendors in accordance with the terms, conditions and specifications stated or attached. The Vendor, at a minimum, must achieve the requirements of the Scope of Work stated herein.
The results of this solicitation may be used by other County departments once awarded according to the Board of County Commissioners Procurement Ordinance.
Historically, County departments have spent approximately $300,000 per Fiscal Year; however, this may not be indicative of future buying patterns.
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