Title: Financial Advisor Services for Okaloosa County Board of County Commissioners

Deadline: 5/9/2023 3:00 PM   (UTC-06:00) Central Time (US & Canada)

Status: Awarded

Solicitation Number: RFP BCC 30-23

Description: The purpose of this Request for Proposal (RFP) is to obtain fixed retainer proposals from qualified financial advisors to assist Okaloosa County Board of County Commissioners (County) in the analysis, structure and placement of major financing instruments and to provide advice on other financing and financial management issues.

The County is looking for a competent, professional group capable of evaluating and recommending modifications, if appropriate, to County financial policies and the County’s plan for financing capital improvements and assisting County staff and bond counsel in structuring, preparing and marketing debt financings.

The firm must provide full disclosure of all existing client relationships that currently or prospectively may give rise to conflicts of interest and disqualification as governed by the codes or rules of professional responsibility and conduct. It is the County’s desire that its financial advisor be an independent public financial advisor not linked to underwriting and investor obligations; however, the absence of such independence alone will not disqualify any offeror, if the offeror can show that the appropriate element of independence exists within the firm

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