Montgomery County Financial Advisory Services RFP 25-07
Montgomery CountyCounty · Montgomery County, VA- Due
- Feb 19, 2025
- Deadline passed
- Posted
- Jan 23, 2025
- Contract term
- 3 years
- Primary contact
- Jeff Groseclose
- (540) 382-5784
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THE 30-SECOND BRIEF
Montgomery County, Virginia is soliciting proposals for financial advisory services including bond market analysis, rating service assistance, and capital project review. Proposals are due by February 19, 2025.
General Information Form, References, Summary of Qualifications, Organizational Structure, Financial Advisory Services Approach, Past Experience, Resumes of Key Personnel, Cost list of services
Qualifications and experience (25), Availability of associates (15), Technical approach (25), Performance record (10), Comprehension of role (10), Cost of Services (10), References (5)
SUMMARY
Montgomery County, Virginia is soliciting proposals for financial advisory services including bond market analysis, rating service assistance, and capital project review. Proposals are due by February 19, 2025.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
8- General Information Form
- References
- Summary of Qualifications
- Organizational Structure
- Financial Advisory Services Approach
- Past Experience
- Resumes of Key Personnel
- Cost list of services
REQUIRED ATTACHMENTS
Attachment A: Terms and Conditions, Attachment B: Montgomery County Standard Contract
- Submit to
- Montgomery County Purchasing Department, 755 Roanoke Street, Suite 2C, Christiansburg, VA 24073-3179
- Scope location
- Christiansburg, VA
Questions about this RFP
How do I respond to this RFP from Montgomery County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 19, 2025. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Montgomery County Purchasing Department, 755 Roanoke Street, Suite 2C, Christiansburg, VA 24073-3179. For questions, contact Jeff Groseclose.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Montgomery 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 Jeff Groseclose at (540) 382-5784. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: General Information Form, References, Summary of Qualifications, Organizational Structure, Financial Advisory Services Approach, Past Experience, Resumes of Key Personnel, Cost list of services. Proposals should clearly address how each deliverable will be met.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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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: "Qualifications and experience (25), Availability of associates (15), Technical approach (25), Performance record (10), Comprehension of role (10), Cost of Services (10), References (5)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Montgomery County?
All active and historical solicitations from Montgomery County are tracked and searchable. As a county agency, Montgomery 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 3 years. Contract terms may include renewal options.
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: Attachment A: Terms and Conditions, Attachment B: Montgomery County Standard Contract. Review the full document from Montgomery 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: Christiansburg, VA. Review the full solicitation for detailed scope requirements.