RP040-24 Provision of Financial Advisory Services on a Multi-Year Contract

This state and local contract opportunity is for the provision of comprehensive financial advisory services on a multi-year contract for the State of Georgia, Gwinnett County. The requested services include providing financial advisory services on an as-needed basis, such as assisting with debt management, investment portfolio analysis, and financial forecasting. The contract term is for an initial period of three years, with the option to renew for up to two additional one-year terms. Proposals are due by September 12, 2024, and a mandatory pre-proposal conference will be held on February 12, 2024, followed by a site visit on February 19, 2024. The contract is expected to be awarded by April 30, 2024. Proposers must submit both hourly rates and fixed fees for the various services outlined in the scope of work.

While there are no specific set-aside requirements, the County encourages participation from minority-owned, women-owned, and small business enterprises. The current incumbent provider is ABC Financial Advisors, and the services are funded through the county's general fund. The total available funding for the initial three-year term is $4.5 million.