Financial Advisor Services

Douglas County Board of Commissioners
Procurement Department
8700 Hospital Drive
Douglasville, GA 30134
REQUEST FOR PRPOPOSAL
(RFP)
COVER SHEET
SOLICITATION NUMBER: 26-028
SOLICITATION TITLE: FINANCIAL ADVISOR SERVICES
ISSUE DATE: SEPTEMBER 28, 2026
PRE-SOLICITATION MEETING N/A
QUESTION DEADLINE: OCTOBER 13, 2026 AT 4:00 PM
https://www.bidnetdirect.com/georgia/douglascounty
Please only enter one question per line #
PROPOSAL CLOSING DATE: OCTOBER 28, 2026 AT 2:00 PM E.S.T.
The County reserves the right to modify or alter the following procurement schedule as needed.
Goods or services to be delivered to or
performed at: Douglasville, Georgia 30134
SINGLE POINT OF CONTACT (SPC) Anthony Q. Choice
Director of Procurement
EMAIL ADDRESS: dcpurchasing@douglascountyga.gov
DOCUMENTS INCLUDED IN THIS PACKAGE: REQUEST FOR PROPOSAL
Douglas County Board of Commissioners promotes equal opportunity for all individuals without
regard to age, color, disability, marital status, national origin, race, religion or creed, sex or gender,
sexual orientation, or veteran status.
Douglas County reserves the right to cancel this RFP at any time and for any reason prior to the
award of a contract by the Board of Commissioners.

OFFEROR'S RFP CHECKLIST
The 10 Most Critical Things to Keep in Mind When Responding to an RFP for the Douglas
County Board of Commissioners
1. _______ Read the entire document. Note critical items such as: mandatory requirements;
supplies/services required; submittal dates; funding amount and source; contract
requirements (i.e., contract performance security, insurance requirements, performance
and/or reporting requirements, etc.).
2. _______ Note the procurement officer's name, address, phone numbers and e-mail
address. This is the only person you are allowed to communicate with regarding the RFP
and is an excellent source of information for any questions you may have.
3. _______ Attend the pre-proposal, proposal conference if one is offered. These
conferences provide an opportunity to ask clarifying questions, obtain a better
understanding of the project, or to notify the County of any ambiguities, inconsistencies,
or errors in the RFP.
4. _______ Take advantage of the "question and answer" period. Submit your questions
online in Bidnet by the advertised due date and view the answers given in the formal
"addenda" issued for the RFP. All addenda issued for an RFP are available online in Bidnet
and will include all questions asked and answered concerning the RFP.
5. _______ Follow the format required in the RFP when preparing your response. Provide
point-by-point responses to all sections in a clear and concise manner.
6. _______ Provide complete answers/descriptions. Read and answer all questions and
requirements. Don't assume the County or evaluation committee will know what your
company's capabilities are or what items/services you can provide, even if you have
previously contracted with the County. The Proposals are evaluated based solely on the
information and materials provided in your response.
7. _______ Check for RFP addenda. Before submitting your response, check online in Bidnet
for any addenda the County has issued. Submission of Proposal acknowledges receipt
of addendums however, recommended to include with proposal submission signed
copies.
8. _______ Review and read the RFP document again to make sure that you have addressed
all requirements.
9. _______ Submit your response on time. Note all the dates and times listed in the RFP and
be sure to submit all required items on time.
10. Late proposals responses are never accepted. Don't wait till last minute to upload
electronically in Bidnet
This checklist is provided for assistance only and should NOT be submitted with
Offeror's Response

SECTION I - GENERAL OVERVIEW
A. PURPOSE
The Douglas County Board of Commissioners (DCBOC) is seeking sealed proposals from
qualified and experienced Financial Advisor to provide Financial Advisor Services for
Douglas County Board of Commissioners. The selected firm will provide seeking proposals
from firms qualified and interested in functioning as its Municipal Advisor / Financial
Advisor.
The County has two main purposes in selecting an Advisor. First, the Advisor will assist the
County in reviewing and developing financial policies, programs and plans that enhance
the County's financial strength and sustainability to include development of
maintenance/replacement funds with related financing plans. The Advisor's second role
will be to assist in the structuring and issuance of bonds or private placement debt for
funding of significant capital needs. The County retains the option to select more than one
firm as its Advisor.
The response to this request, together with the related costs, data, and supporting
documentation will be used to make the final vendor selection. The proposal will be
included as part of the contract between the Douglas County Board of Commissioners and
the selected firm. The County reserves the right to reject any and all proposals and the right
to its option to waive or refuse to waive any defect or informality in any proposal. The
County Administrator and/or other qualified Douglas County personnel for the purpose of
selecting proposals with whom negotiations may be conducted, will subject all responsive
proposals received to an evaluation.
Offeror(s) are cautioned to initially submit sufficient information to enable the evaluation
personnel to fully ascertain each offeror(s) capability to perform all the requirements
contemplated by this solicitation. All commitments made in the proposal shall become a
part of any resultant contract.
Negotiations may be conducted with all offeror(s) considered to be in the competitive range,
if it is determined that negotiations are required.
B. BACKGROUND
Douglas County is the only comprehensive government in Douglas County, providing all
services to its citizens, including fire and emergency services, libraries, jail facilities, E-911,
transportation planning, roadway signalization, signage and marking, vanpool and express
bus service, informative and interactive website, a government access cable television
channel, landfill and recycling programs, direct sponsorship and planning of events to bring
our community together, and other traditional government services.

Located due west and 20 miles from Atlanta on Interstate 20, Douglas County is 200 square
miles of gently rolling foothills of the Appalachian Piedmont bordered on the south by the
Chattahoochee River, east by Cobb County, north by Paulding County, and west by Carroll
County. The Dog River in the western portion of the County is the County's potable water
source (managed by the Douglasville-Douglas County Water and Sewer Authority, State-
chartered). Other waterways include Sweetwater Creek, Anneewakee Creek, and Gothard's
Creek.
Douglas County's strategic location as the western gateway to Atlanta, and its proximity and
ease of access to Atlanta's Hartsfield-Jackson International Airport, make it the enviable
place to live, work and play.
The County is managed by a five-member Board of Commissioners: A Chairman (full-time,
four-year term) elected at large, and four District Commissioners (part-time, four-year
terms).
C. RESTRICTIONS ON COMMUNCATION WITH STAFF
From the issue date of the solicitation and until a supplier is selected for contract award
and the selection is made public, bidders are not allowed to communicate for any
reason with members of the Board of Commissioners, Douglas County employees
and/or contracted agents related to the solicitation except through the issuing officer
(or his/her designee) named in the solicitation. Prohibited communication includes all
contact or interaction, including but not limited to telephonic communications, emails,
faxes, letters, or personal meetings, such as lunch, entertainment, or otherwise.
Exceptions to this restriction on communication include the following:
* Communication during pre-proposal conference/meeting provided the issuing officer is
present, or
* As necessary to perform under any existing contracts with the County, or
* With Douglas County pursuant to the protest process
A proposalr's violation of the restriction on communication can lead to disqualification of
the supplier's response from consideration for contract award and/or other disciplinary
action such as suspension or debarment.
D. QUESTIONS
Prospective Proposers must submit any questions regarding this solicitation Electronically
in Bidnet by the due date and time specified in the solicitation. Only questions submitted
via Bidnet will be accepted and addressed.

Responses to questions received during the solicitation time period are posted on the
website at https://www.bidnetdirect.com/georgia/douglascounty in an addendum.
Proposers who fail to report a known or suspected problem with this solicitation or who fail
to seek clarification or correction of this solicitation do so at their own risk.
E. ADDENDUM
The Procurement Department may have to release written changes to a solicitation
electronically in Bidnet. These formal written changes are called addendum or if multiple,
Addenda. The Addendum will become part of the solicitation. It is the bidder's responsibility
to review Bidnet periodically to determine if addenda have been prepared and posted. It is
also the responsibility of the Proposer to ensure that they have all applicable addenda
prior to the proposal submission. All addenda forms must be signed and submitted with
the proposal. Failure to respond and acknowledge any addenda, shall result in a non-
responsive proposal.
Failure to acknowledge any addenda shall not relieve Bidders of compliance with the terms
thereof. The County assumes no responsibility for oral instructions.
The successful firm's proposal and all the addenda will become a part of the agreement
resulting from this document.
F. CONTRACT TERMS
The firm selected for this project will be required to enter into a contract containing all
provisions required by Georgia law. This includes all those requirements identified for multi-
year contracts that are contained in O.C.G.A. 36-60-13.
The initial contract term shall be one (1) year from the date of execution. The contract may
be renewed for additional periods. Renewal of the contract, if applicable, into the additional
periods will be made sixty (60) days prior to the expiration date. If needed, the annual
contract will be extended 90 days or for such period beyond the contract expiration date as
it may be necessary to afford the County a continuous supply of the item(s). Should the
proposer or the County not desire to renew the contract, new proposals will be solicited for
the purpose of establishing a new contract.
G. TAXES
The County is exempt from all state sales tax and Federal Excise Tax. However, in the event
taxes are required by state or federal law for the services or products outlined in this
proposal, such taxes shall be the sole responsibility of the Contractor unless otherwise
stated in writing and agreed to by the County.

H. PROTESTS
The protester shall furnish a written protest to the Purchasing Department no later than five
(5) working days after award of the Purchase Order or contract listing the articles of the
Purchasing Policy Procedure Manual that have been violated. Failure to comply with this
requirement may result in dismissal of the protest.
If the protester files a request for documents with a protest, Purchasing shall furnish copies
of the requested documents consistent with the Georgia Open Records Act.
I. PURCHASING POLICY
The Douglas County Purchasing Policy Procedure Manual is incorporated into this
solicitation (and, therefore, any contract awarded as the result of this solicitation) by
reference. By participation in this solicitation an Offeror, potential Offeror, or Contractor
agrees to be bound by the Douglas County Purchasing Policy, Purchasing Procedures,
Operating Guidelines and Regulations on any issue or action related to this solicitation or
subsequent contract resulting from this solicitation.
J. PRIME CONTRACTOR/SUBCONTRACTORS
Offeror(s) proposals selected as most advantageous to the County based on evaluation
factors set forth in the RFP shall be the prime contractor if a contract is awarded and shall
be responsible, in total, for all work of any subcontractors. All subcontractors, if any, must
be listed in the proposal. The County reserves the right to approve all subcontractors. The
Contractor shall be responsible to the County for the acts and omissions of all
subcontractors or agents and of persons directly or indirectly employed by such
subcontractors, and for the acts and omissions of persons employed directly by the
Contractor. Further, nothing contained within this document or any contract documents
created as a result of any contract awards derived from this RFP shall create any contractual
relationships between any subcontractor and the County.
K. GEORGIA SECURITY AND IMMIGRATION COMPLIANCE ACT
Contractor's full compliance with all applicable federal and state security and
immigration laws, including without limitation O.C.G.A. 13-10-90, et seq. as amended
and Georgia Department of Labor Rule 300-10-1, et seq. is a condition for the contract
proposal and any contract award. Contractor is required to affirm compliance by
completing and returning the two (2) Georgia Security and Immigration Compliance
documents with Contractor's proposal.

Pursuant to O.C.G.A. 13-10-91 no Contractor or subcontractor may propose a contract
or enter into a contract with a public employer for the physical performance of services
unless the Contractor or subcontractor is registered with and participates in the federal
work authorization program to verify information of all newly hired employees and
provides certain required affidavits. Any Contractor, subcontractor, or sub-
subcontractor of such Contractor or subcontractor, shall also be required to satisfy the
requirements set forth herein.
L. CONTRACT AWARD
A contract will be awarded to the responsible Offeror whose proposal is determined to
be the most advantageous, is of best value to the County and with whom an acceptable
contract can be negotiated and agreed upon. It is within the County's sole discretion to
determine whether the Contractor is responsible or responsive under the terms and
conditions of this solicitation. Further, it is within the County's sole and absolute
discretion to determine Contractor's responsibility or responsiveness after a contract
is entered into. Finally, it is within the County's sole and absolute discretion to
terminate this agreement, to not renew a Contractor or to not make an award to a
Contractor who is determined to be not responsible or not responsive.
M. BONDS
For all projects with Proposals over $100,000 Respondents shall provide proposal bonds
using the form attached to this RFP. The penal sum of the proposal bond shall be five percent
(5%) of the estimated cost of the project. Further, the winning Respondent agrees to obtain
payment and performance bonds for itself and each subcontractor with a contract in excess
of $50,000. The payment and performance bonds shall be procured in the manner provided
in the Agreement.
N. PROPOSAL/PRESENTATION COSTS
The costs for development of the Proposal are the sole responsibility of the Respondent.
Douglas County is not liable for any costs incurred by the respondent in preparation and/or
presentation of proposals in response to this RFP or for travel and other costs related to this
RFP.
O. INSURANCE REQUIREMENTS
During the Term and for two (2) years thereafter, Contractor must maintain insurance of a
nature and amount adequate to protect, and must in fact protect, Contractor, the County,
and the State of Georgia from any claims of bodily injury, property damage, or personal injury
and other damages which arise out of operations under this Contract. At a minimum,

Contractor shall maintain in force workers' compensation coverage in the amount required
by statute, employers liability of at least $500,000 each accident and each employee, auto
liability coverage of at least $1,000,000, comprehensive general liability insurance with
coverage of at least $1,000,000, professional errors and omissions insurance with coverage
of at least $1,000,000, and if Contractor is processing personally identifiable information for
County, cyber liability insurance with limits of at least $3 million. Cyber liability insurance
shall cover network security and privacy risks, including unauthorized access, failure of
security, breach of privacy perils, wrongful disclosure, collection or other negligence in the
handling of personally identifiable information, privacy perils, and coverage for related
regulatory defense and penalties, data breach expenses, computer financial and compliance
investigation, public relations and crisis management firm fees, credit file or identity
monitoring or remediation services.
All such coverage shall be provided by insurers reasonably acceptable to Company and must
be issued by an insurance company licensed to do business in Georgia (professional liability
insurance through the London Market is acceptable) with a minimum AM Best rating of A- and
signed by an authorized agent. Insurance coverage is at Contractor's own expense. The
County shall be listed as an additional insured under all policies, and all such insurance shall
provide primary coverage. Within ten (10) days after execution of this Contract, Contractor
shall submit a certificate of insurance evidencing the requirements of this Section.
Thereafter, at County's request, Contractor shall forward a certificate of insurance verifying
such insurance. Such certificates will indicate that such insurance policies may not be
canceled before the expiration of a thirty (30) day notification period and that the County will
be immediately notified in writing of any such notice of termination. Such insurance policies
are not intended to limit Contractor's liability for damages under this Contract.
P. DISQUALIFICATION OF PROPOSALS
Proposals may be disqualified before the awarding of the contract for any of the following:
* Failure to include all requested information or other details of the proposal.
* Excessive errors in calculating prices or totals.
* Failure to include proposal bond, if applicable.
* Failure to submit Contractor Qualifications and/or required licenses and permits
with proposal response.
Q. TRADE SECRETS - CONFIDENTIALITY
If any person or entity submits a proposal or proposal that contains trade secrets, an
affidavit shall be included with the proposal or proposal. The affidavit shall declare the
specific included information which constitutes trade secrets. Any trade secrets must
be either (1) placed in a separate envelope, clearly identified and marked as such, or (2)

at a minimum, marked in the affidavit or an attached document explaining exactly
where such information is, and otherwise marked, highlighted, or made plainly visible.
See Georgia law at O.C.G.A. 50-18-72 (A)(34).
R. ETHICS - DISCLOSURE OF RELATIONSHIPS
Before a proposed contract in excess of $10,000.00 is recommended for award to the
Board of Commissioners or the County Administrator, or before the County renews,
extends, or otherwise modifies a contract after it has been awarded, the contractor
must disclose certain relationships with any County Commissioner or County Official,
or their spouse, mother, father, grandparent, brother, sister, son or daughter related by
blood, adoption, or marriage (including in-laws). A relationship that must be reported
exists if any of these individuals is a director, officer, partner, or employee, or has a
substantial financial interest in the business.
If such a relationship exists between your company and any individual mentioned
above, relevant information must be presented in the form of a written letter to the
Director of Purchasing. You must include the letter with any proposal, proposal, or price
proposal you submit to the Purchasing Department.
In the event that a contractor fails to comply with this requirement, the County will take
action as appropriate to the situation, which may include actions up to and including
rejection of the proposal or offer, cancellation of the contract in question, or debarment
or suspension from award of a County contract for a period of up to three years.
S. ABILITY TO PERFORM
The offeror may be required, upon request, to provide to the satisfaction of the Owner
that he/she has the skill, experience and the necessary facilities, as well as sufficient
financial and human resources, to perform the contract in a satisfactory manner and
within the required time. If the available evidence is not satisfactory to the Owner, the
Owner may reject the offer.
T. PAYMENT TERMS
The County's standard payment terms are Net 30. Any deviation from standard payment
terms must be specified in the awarded contract, and both parties must agree on such
a deviation.
U. PROPOSAL PROCESS
These instructions will bind proposers to terms and conditions herein set forth, except as
specifically stated otherwise in special contract terms with any individual proposal. These
instructions are to be considered an integral part of the proposal. Proposals must be

submitted in t and shall be presented in accordance with the instructions of this solicitation
and within the time constraints stated.
1. Proposals received after the date and time will not be considered. It is the Offeror's
responsibility to ensure that its proposal is submitted in a timely manner.
2. The County reserves the right to accept or reject any or all proposals and to waive
minor irregularities and technicalities. The judgment of the County on such matters
shall be final.
3. The terms Bidder, Vendor, Contractor and/or Offeror are synonymous in this
document and refer to the person, entity or firm that submits a proposal.
4. At the date and time specified for the opening of the proposal, the proposal shall be
publicly opened and read aloud for the information of proposers and others present.
5. Each proposal submitted shall be deemed to have been made with full knowledge of
all terms, conditions, and requirements contained in this Proposal request. The
failure or omission of any proposer to examine any form, instrument or document
shall in no way relieve any proposer from obligations in respect to the proposal
submittal or the compliance of the terms, conditions and requirements of the
proposal.
6. The authorized representative whose signature will appear on the proposal submitted
certifies that the Proposer has carefully examined the instructions of this proposal
and the terms and specifications applicable to and made a part of this proposal. The
Proposer further certifies that the prices shown on the Proposal Price Submittal Form
are in accordance with the conditions, terms and specifications of the proposal and
that any exception taken thereto may disqualify the proposal.
7. Any documentation submitted with or in support of a proposal or proposal shall
become subject to public inspection under the Georgia Open Records Act. Labeling
such information "Confidential", "Proprietary", or in any other manner shall not
protect this material from public inspection upon request. All records become
subject to public inspection only after award of the contract or purchase order.
V. PREPARATION OF PROPOSALS
1. This proposal contract consists of the attached instructions, specifications, and
request for proposal forms. All bidders must use our form(s) for submitting their
proposal if applicable. No faxed responses will be accepted.
2. By submitting a proposal, the Contractor warrants that any services provided to the
County meet or exceed specifications set forth in this solicitation.