Orange County Public Schools Financial Advisory Services RFP1702136 2017
Orange County School DistrictSchool · Orlando, FL- Due
- Mar 23, 2017
- Deadline passed
- Posted
- Mar 8, 2017
- Contract term
- 5 years
- Primary contact
- Tim Gibney
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THE 30-SECOND BRIEF
Orange County Public Schools (OCPS) is requesting proposals from qualified firms to provide comprehensive financial advisory services. The scope of work includes reviewing existing debt structures, analyzing financial and economic factors for debt issuance, advising on financing methods (negotiated vs. competitive bid sales), assisting with rating agency presentations, and ensuring compliance with arbitrage regulations and Dodd-Frank protocols. The advisor will also assist in the preparation of official statements and coordinate bond closings. The district has established participation goals of 12% for Minority/Women-owned Business Enterprises (MWBE), 10% for Local Developing Businesses (LDB), and 3% for Veteran Business Enterprises (VBE). Proposals are due by March 23, 2017, at 2:00 p.m. EST, with a clarification cut-off date of March 13, 2017.
Proposal Acknowledgement Form, Statement of Qualifications, Proposal Price Sheet, MWBE/LDB/VBE Participation forms, Insurance Capacity Verification
Qualifications and Experience (500 points), Ability to Meet Scope of Services (300 points), MWBE/LDB/VBE Participation (100 points), Proposal Price (200 points)
SUMMARY
Orange County Public Schools (OCPS) is requesting proposals from qualified firms to provide comprehensive financial advisory services.
The scope of work includes reviewing existing debt structures, analyzing financial and economic factors for debt issuance, advising on financing methods (negotiated vs. competitive bid sales), assisting with rating agency presentations, and ensuring compliance with arbitrage regulations and Dodd-Frank protocols. The advisor will also assist in the preparation of official statements and coordinate bond closings. The district has established participation goals of 12% for Minority/Women-owned Business Enterprises (MWBE), 10% for Local Developing Businesses (LDB), and 3% for Veteran Business Enterprises (VBE). Proposals are due by March 23, 2017, at 2:00 p.m. EST, with a clarification cut-off date of March 13, 2017.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
5- Proposal Acknowledgement Form
- Statement of Qualifications
- Proposal Price Sheet
- MWBE/LDB/VBE Participation forms
- Insurance Capacity Verification
REQUIRED ATTACHMENTS
11- Appendix A
- Appendix B
- Appendix C
- Appendix D
- Appendix E
- Appendix F
- Appendix G
- Appendix H
- Appendix I
- Appendix J
- Appendix K
REQUIRED STAFFING
3- Submit to
- 445 West Amelia Street, Orlando, FL 32801
- Scope location
- Orlando, FL
- Reported agency
- Orange County Public Schools
Questions about this RFP
How do I respond to this RFP from Orange County School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 23, 2017. 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: 445 West Amelia Street, Orlando, FL 32801. For questions, contact Tim Gibney.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Orange County School District in FL, 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 Tim Gibney. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Account Manager, Associate, Analyst. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Proposal Acknowledgement Form, Statement of Qualifications, Proposal Price Sheet, MWBE/LDB/VBE Participation forms, Insurance Capacity Verification. 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 (500 points), Ability to Meet Scope of Services (300 points), MWBE/LDB/VBE Participation (100 points), Proposal Price (200 points)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Orange County School District?
All active and historical solicitations from Orange County School District are tracked and searchable. As a school agency, Orange County School District 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 5 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: Appendix A, Appendix B, Appendix C, Appendix D, Appendix E, Appendix F, Appendix G, Appendix H, Appendix I, Appendix J, Appendix K. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Orange County School District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Orlando, FL. Review the full solicitation for detailed scope requirements.