26-0139-2 Annual Contract for Financial Advisory Services

Chatham County Board of Commissioners is seeking proposals from firms qualified and interested in functioning as their Municipal Advisor/Financial Advisor. The County presents this �Request for Proposals� to describe its needs and those criteria which will be used to determine selection of services. The County has identified two (2) service areas of focus for the Municipal Advisor/Financial Advisor: Service Area A � General Financial Advisory Services: -The Advisor will assist the County in reviewing and developing financial policies, programs, and plans that enhance the County�s financial strength and sustainability to include development of maintenance/replacement funds with related financing plans. -The Advisor will assist in the structuring and issuance of bonds or private placement debt for funding of significant capital needs. Service Area B � Housing Financial Advisory Services: -The Advisor will assist the County in evaluating, structuring, and financing housing initiatives, including affordable and workforce housing developments, public-private partnerships, and related County-supported housing transactions. Proposers may respond to Service Area A, Service Area B, or both. Proposers responding to both Service Areas shall clearly distinguish their qualifications, proposed methodology, and fee proposals for each. The County reserves the right to award the Service Areas separately to the same firm or different firms. Award of one Service Area does not obligate the County to award the other.