SOQ 25-010 Financial Advisor for Jefferson Parish
| Location: | Louisiana |
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| Posted: | Mar 19, 2025 |
| Due: | Apr 17, 2025 |
| Agency: | Jefferson Parish Government |
| Type of Government: | State & Local |
| Category: |
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| Solicitation No: | 70108892 |
| Publication URL: | To access bid details, please log in. |
| Title: |
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| Ends: | 17-Apr-2025 3:30:00 PM CDT |
Listing Information/Advertisement:
PUBLIC NOTICE
SOQ #25-010
Financial Advisor for Jefferson Parish The Parish of Jefferson, authorized by Resolution No. 145960 is hereby soliciting Statements of Qualifications (General Professional Services Questionnaire) from firms/individuals who are not otherwise in the business of raising capital, selling bonds, or refinancing existing debt for Jefferson Parish, who are interested in serving as Financial Advisor for Jefferson Parish.
DEADLINE FOR SUBMISSIONS: 3:30 p.m., April 17, 2025 The following criteria shall be used to evaluate the Statement of Qualifications of the firms/individuals submitting:
The persons or firms under consideration shall have at least one (1) principal who has at least five (5) years’ experience in the performance of financial advisory services; (25 points)
Professional training and experience of the firm/individuals assigned to this project and the breadth of their experience in the performance of financial advisory services; (25 points).
Nature, quantity and value of Jefferson Parish financial advisory services previously and currently being performed; (20 points).
Size of firm and capacity for timely completion of work; (15 points)
Nature, quantity and value of financial advisory services performed for other public entities; (10 points)
Location of the principal office where work will be performed, with preference being given to persons or firms with a principal business office at which the work will be performed as follows: (a) Jefferson Parish, including municipalities located within Jefferson Parish (5 points); (b) neighboring parishes of the Greater New Orleans Metropolitan Region, which includes Orleans, Plaquemines, St. Bernard, St. Charles, and St. Tammany Parishes (4 points); (c) parishes other than the foregoing (3 points).
The person or firm submitting a Statement of Qualification (General Professional Services Questionnaire) must identify all subcontractors who will assist in providing professional services for the project, in the professional services questionnaire. Each subcontractor shall be required to submit a (General Professional Services Questionnaire) and all documents and information included in the questionnaire. (Refer to Jefferson Parish Code Ordinance, Section 2-928)
All persons or firms (including subcontractors) must submit a Statement of Qualifications (General Professional Services Questionnaire) by the deadline. The latest professional services questionnaire may be obtained by contacting the Purchasing Department at (504) 364-2678 or via the Jefferson Parish website at www.jeffparish.gov. This questionnaire can be accessed by clicking on the + next to “Doing Business in Jefferson Parish” on the website and clicking on “Professional Services Questionnaires”.
Submissions will only be accepted electronically via Jefferson Parish’s e-Procurement site, Central Bidding at www.centralauctionhouse.com or www.jeffparishbids.net. Registration is required and free for Jefferson Parish vendors by accessing the following link: www.centralauctionhouse.com/registration.php.
No submittals will be accepted after the deadline.
Affidavits and insurance are not required to be submitted with the Statement of Qualifications, but shall be submitted prior to contract approval.
Disputes/protests relating to the decisions by the evaluation committee or by the Jefferson Parish Council shall be brought before the 24th Judicial Court.
ADV: The New Orleans Advocate: March 19, 26, and April 2, 2025
In accordance with provisions of the American with Disabilities Act Amendments Act of 2008, as amended, Jefferson Parish shall not discriminate against individuals with disabilities on the basis of disability in its services, programs or activities. If you require auxiliary aids or devices, or other reasonable accommodation under the ADA Amendments Act, please submit your request to the ADA Coordinator at least forty-eight (48) hours in advance or as soon as practical. A seventy-two (72) hour advanced notice is required to request Certified ASL interpreters. ADA Coordinator/Office of Citizens with Disabilities
1221 Elmwood Park Blvd., Suite 210, Jefferson, LA 70123
(504) 736-6086, [email protected]
SOQ #25-010
Financial Advisor for Jefferson Parish The Parish of Jefferson, authorized by Resolution No. 145960 is hereby soliciting Statements of Qualifications (General Professional Services Questionnaire) from firms/individuals who are not otherwise in the business of raising capital, selling bonds, or refinancing existing debt for Jefferson Parish, who are interested in serving as Financial Advisor for Jefferson Parish.
DEADLINE FOR SUBMISSIONS: 3:30 p.m., April 17, 2025 The following criteria shall be used to evaluate the Statement of Qualifications of the firms/individuals submitting:
The persons or firms under consideration shall have at least one (1) principal who has at least five (5) years’ experience in the performance of financial advisory services; (25 points)
Professional training and experience of the firm/individuals assigned to this project and the breadth of their experience in the performance of financial advisory services; (25 points).
Nature, quantity and value of Jefferson Parish financial advisory services previously and currently being performed; (20 points).
Size of firm and capacity for timely completion of work; (15 points)
Nature, quantity and value of financial advisory services performed for other public entities; (10 points)
Location of the principal office where work will be performed, with preference being given to persons or firms with a principal business office at which the work will be performed as follows: (a) Jefferson Parish, including municipalities located within Jefferson Parish (5 points); (b) neighboring parishes of the Greater New Orleans Metropolitan Region, which includes Orleans, Plaquemines, St. Bernard, St. Charles, and St. Tammany Parishes (4 points); (c) parishes other than the foregoing (3 points).
The person or firm submitting a Statement of Qualification (General Professional Services Questionnaire) must identify all subcontractors who will assist in providing professional services for the project, in the professional services questionnaire. Each subcontractor shall be required to submit a (General Professional Services Questionnaire) and all documents and information included in the questionnaire. (Refer to Jefferson Parish Code Ordinance, Section 2-928)
All persons or firms (including subcontractors) must submit a Statement of Qualifications (General Professional Services Questionnaire) by the deadline. The latest professional services questionnaire may be obtained by contacting the Purchasing Department at (504) 364-2678 or via the Jefferson Parish website at www.jeffparish.gov. This questionnaire can be accessed by clicking on the + next to “Doing Business in Jefferson Parish” on the website and clicking on “Professional Services Questionnaires”.
Submissions will only be accepted electronically via Jefferson Parish’s e-Procurement site, Central Bidding at www.centralauctionhouse.com or www.jeffparishbids.net. Registration is required and free for Jefferson Parish vendors by accessing the following link: www.centralauctionhouse.com/registration.php.
No submittals will be accepted after the deadline.
Affidavits and insurance are not required to be submitted with the Statement of Qualifications, but shall be submitted prior to contract approval.
Disputes/protests relating to the decisions by the evaluation committee or by the Jefferson Parish Council shall be brought before the 24th Judicial Court.
ADV: The New Orleans Advocate: March 19, 26, and April 2, 2025
In accordance with provisions of the American with Disabilities Act Amendments Act of 2008, as amended, Jefferson Parish shall not discriminate against individuals with disabilities on the basis of disability in its services, programs or activities. If you require auxiliary aids or devices, or other reasonable accommodation under the ADA Amendments Act, please submit your request to the ADA Coordinator at least forty-eight (48) hours in advance or as soon as practical. A seventy-two (72) hour advanced notice is required to request Certified ASL interpreters. ADA Coordinator/Office of Citizens with Disabilities
1221 Elmwood Park Blvd., Suite 210, Jefferson, LA 70123
(504) 736-6086, [email protected]
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SUBMITTAL INFORMATION
| Creator Username: | DNELSON |
| Submittal Privacy: | Response Encryption |
| Started: | 19-Mar-2025 3:45:00 PM CDT |
| Ends: | 17-Apr-2025 3:30:00 PM CDT ( 28d, 20h+ ) |
| History: | 10 Views, 0 Messages |
| Event Status: | Open |
| Actions: | Sign-In to Bid |
| Visitors: | Visitors/Central Bidding Plan Holders |
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