King William County Financial Advisor RFP-26-1001, 2026
- Due
- Dec 1, 2026
- 18 days left
- Posted
- Nov 6, 2026
- Contract term
- 1 year
- Primary contact
- Stacey McBride
- (804) 769-4915
The 30-second brief
King William County is soliciting proposals from qualified vendors to provide professional financial advisory services on an as-needed basis. The scope includes advising on municipal finance, bond and note issues, capital improvement planning, rating agency presentations, refunding opportunities, and general debt management. Offerors must submit proposals by December 1, 2026, at 2:00 PM Eastern Time. Submission options include hard copy delivery or electronic submission through the Commonwealth of Virginia's eVA procurement marketplace. The initial contract term is one year, with options for up to two additional one-year renewal periods.
Experience and qualifications of firm (25), Experience of firm in working with Virginia local governments (25), Experience and qualifications of personnel assigned to perform the services (25), Price (15), Responsiveness and completeness of the proposal (10)
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Summary
King William County is soliciting proposals from qualified vendors to provide professional financial advisory services on an as-needed basis.
The scope includes advising on municipal finance, bond and note issues, capital improvement planning, rating agency presentations, refunding opportunities, and general debt management. Offerors must submit proposals by December 1, 2026, at 2:00 PM Eastern Time. Submission options include hard copy delivery or electronic submission through the Commonwealth of Virginia's eVA procurement marketplace. The initial contract term is one year, with options for up to two additional one-year renewal periods.
EVALUATION CRITERIA
Experience and qualifications of firm (25), Experience of firm in working with Virginia local governments (25), Experience and qualifications of personnel assigned to perform the services (25), Price (15), Responsiveness and completeness of the proposal (10)
REQUIRED ATTACHMENTS
Section 9 Signature Sheet, addenda acknowledgments, cover-letter describing firm and history, list of all services provided, experience and qualifications in providing financial advisory services to government entities, list of localities for which the company currently serves as a financial advisor and their bond rating, resumes and proof of certification/licensure of all key staff, statement of assurance of no known conflicts of interest, statement of assurance regarding regulatory agency compliance, list of financings for which firm served as municipal advisor during past 5 years, pricing including hourly rates and transaction fees, IRS Form W-9
- Submit to
- Commonwealth of Virginia eVA marketplace or hard copy delivery to 180 Horse Landing Road #4, King William, VA 23086
- Duration
- 12 months
- Scope location
- King William, VA
Questions about this RFP
How do I respond to this RFP from King William County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 1, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Commonwealth of Virginia eVA marketplace or hard copy delivery to 180 Horse Landing Road #4, King William, VA 23086. For questions, contact Stacey McBride.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including King William County in VA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Stacey McBride at (804) 769-4915. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Experience and qualifications of firm (25), Experience of firm in working with Virginia local governments (25), Experience and qualifications of personnel assigned to perform the services (25), Price..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from King William County?
All active and historical solicitations from King William County are tracked and searchable. As a county agency, King William County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of December 1, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Section 9 Signature Sheet, addenda acknowledgments, cover-letter describing firm and history, list of all services provided, experience and qualifications in providing financial advisory services to g. Review the full document from King William County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: King William, VA. Review the full solicitation for detailed scope requirements.