Financial/Municipal Advisory Services

Cache County, Utah is seeking proposals for Municipal Advisory Services through a Request for Proposal (RFP) released on March 16, 2023, with responses due by April 7, 2023, at 5:00 PM MDT. The county is soliciting qualified independent Municipal Advisory firms to provide comprehensive financial advisory services specifically related to bond issuances for the period from May 1, 2023, through December 31, 2027, with potential contract renewals. The selected advisor will be responsible for critical financial functions including preparing and structuring bond issues, conducting comprehensive market analysis, developing investor relations strategies, providing debt management and financing guidance, and offering risk management consultation. Proposing firms must demonstrate at least 10 years of experience in government bond financial advisory services and possess a proven track record of successful bond issuances. Firms are required to submit separate technical and financial proposals, be fully registered with the Securities and Exchange Commission and the Municipal Securities Rulemaking Board, and hold a valid license to operate in Utah. The county will evaluate proposals based on the firm's qualifications, experience, professional expertise, and the capabilities of the proposed advisory team.

The RFP does not explicitly mention specific set-aside designations or restrictions for disadvantaged enterprises. No incumbent vendors or current contractors are identified in the provided documentation. The solicitation is classified under Commodity Code 93150, which covers public administration and finance services, suggesting a broad approach to vendor selection. While no specific budget range is explicitly stated, the multi-year contract term from 2023 to 2027 implies a potentially substantial engagement. The contact for this RFP is Cameron Jensen, who can be reached at cameron.jensen@cachecounty.org, and interested firms are encouraged to review additional background financial information available on the county's website. Cache County reserves the right to negotiate contract terms and potentially conduct in-person interviews as part of the final selection process, indicating a comprehensive and thorough vendor evaluation approach.