Financial Advisor Services

The vendor is required to provide financial advisor will assist the county in developing, implementing, and maintaining strategies to meet its capital financing needs.
•    Review and report quarterly (at a minimum) existing debt structure and financial resources to determine available borrowing capacity and refinancing options. 
•    If savings opportunities from refinancing arise before the next scheduled quarterly report, the financial advisor shall notify the county immediately. 
•    Recommend appropriate financial structure for proposed projects, including analysis of term length, repayment schedules, fixed versus variable interest rates, callable features and leasing options, if applicable.
•    Prepare cash flow forecasts for proposed issues, addressing debt service requirements, funding sources, and alignment with project timelines. 
•    Analyze revenue trends and forecasts to support long-range financial planning and capital improvement program development. 
•    Conduct economic and financial impact assessments of major projects or development proposals, including cost-benefit analysis and long-term fiscal implications. 
•    Provide strategic advice on terms, features, timing and marketing of issues, interest rate environment, and market demand. 
•    Evaluate the financial impact of legislative changes at the state or federal level that could affect the county’s revenue base or borrowing capacity. 
•    Advise on benefits of negotiated versus competitive bid sales for each issue. assist in communications and negotiations with designated underwriter and legal counsel. 
•    Assist the county in preparation of an official statement in conjunction with bond and disclosure counsel and county staff. 
•    Arrange for the widest possible distribution of the official statement to bond underwriters and potential investors. 
•    Consult with county staff as needed regarding various financing options or concerns. 
•    Assist the county in obtaining the highest possible credit ranking.
•    Assist with bid opening or negotiated sale with underwriter, as applicable, to advise on bond market conditions, verify the accuracy of bids received, and prepare a formal recommendation on the preferred offer. 
•    Assist with bond closings and coordinate printing, signing, and delivery of bonds. 
•    Assist in selecting paying agents and other financial intermediaries as necessary. 
•    Advise the county on proposed and actual changes in tax laws and financial market developments that could affect county bond financing plans. 
•    Attend county commission meetings and other scheduled county meetings as requested, with reasonable advance notice. 
•    Ensure all services are performed in compliance with GFOA best practices, applicable statutes (including the sunshine law and public records requirements), sec regulations, and board rules.
•    Provide expert testimony at validation hearings. 
•    Disclose any potential conflicts of interest in writing, including current or prior relationships with underwriters, lenders, financial institutions, or any party involved in the county’s financing activities that may affect the impartiality of recommendations. 
•    Participate in periodic performance evaluations with county staff to assess the effectiveness of advisory services and adherence to project timelines and goals. 
•    Protect the integrity and security of all county data during handling, storage, and transmission. 
•    While recognizing that financial documents may be subject to public records disclosure under state law, the financial advisor shall implement reasonable cybersecurity measures to prevent unauthorized access, alteration, or destruction of county data.

- Contract Period/Term: 5 years
- Questions/Inquires Deadline: September 12, 2025