Financial Advisor Services
| Location: |
Florida |
| Posted: |
Jan 5, 2026 |
| Due: |
Feb 5, 2026 |
| Agency: |
Polk County Public Schools Facilities and Operations |
| Type of Government: |
State & Local |
| Category: |
- R - Professional, Administrative and Management Support Services
|
| Solicitation No: |
RFP-2026-1391 |
| Publication URL: |
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Main
Agency
City of Casselberry
Status
Active
Title
Financial Advisor Services
Type
Request for Proposal
Department
Purchasing
Online Submissions
Yes
Project Estimate
Piggyback Solicitation
No
Insurance Required
Yes
Bid Bond Required
No
Bid Bond Amount
Performance Bond Required
No
Performance Bond Amount
Construction Bond Required
No
Construction Bond Amount
Scope of Services
It is the intent of this solicitation to engage one (1) qualified firm to provide Financial Advisor Services. These services include but are not limited to providing an analysis of all available financing options; arbitrage rebate calculation services; disclosure services; procurement of various types of professional services required in conjunction with the issuance of debt obligations; and procurement of debt obligations.
Dates(All times are listed as
EST
)
Broadcast Date
1/5/2026 8:00 AM EST
Question End Date
1/22/2026 2:00 PM EST
Due Date
2/5/2026 2:00 PM EST
Bid Opening Date
Pre-Bid Meetings
Total: 0
(All times are listed as
EST
)
|
Date
|
Time
|
Mandatory
|
Location
|
Shortlist Meeting
Total: 0
(All times are listed as
EST
)
Documents
Total: 4
|
Type
|
Name
|
Description
|
File Type
|
Â
|
|
Plans
|
RFP-2026-1391 Exhibit 4 Sample Standard Agreement 11.6.25.pdf
|
RFP-2026-1391 Exhibit 4 Sample Standard Agreement
|
PDF
|
|
|
Plans
|
RFP-2026-1391 Exhibit 2 Reference Questionnaire 11.6.25.pdf
|
RFP-2026-1391 Exhibit 2 Reference Questionnaire
|
PDF
|
|
|
Plans
|
Attachment J - Financial Advisor Services Price Proposal Form 12.1.25.xlsx
|
RFP-2026-1391 Attachment J Price Proposal
|
Excel
|
|
|
Request for Proposal
|
RFP-2026-1391 Financial Advisor Services 12.1.25.pdf
|
RFP-2026-1391 Financial Advisor Services
|
PDF
|
|
Quote/Bid
Quote/Bid Items
Total: 0
|
#
|
Required
|
Group
|
Make
|
Model
|
Description
|
Quantity
|
Unit of Measure
|
Price/ Percent
|
Type
|
Additional Quote/Bid Items Fields
Display Options Spreadsheet Section
|
No
|
Display Image and Specifications Hyperlink Fields
|
No
|
Display Build Sheet File Upload Field
|
No
|
Display Options File Upload Field
|
No
|
Require Build Sheet File to be Uploaded
|
No
|
Require Options File to be Uploaded
|
No
|
Display Lead Time Field
|
No
|
Display Standard Packaging Field
|
No
|
Delivery Date
None
Required Files to be Uploaded by the Vendor
RFP Response
Shipping
None
Terms and Conditions
None
Include Shipping in Price of Items
No
Display Bid Tabulation to Vendors
No
Display Vendor Submissions to Vendors
No
View Vendor Submissions while Bid Solicitation is Active
No
Allow Options File to be Updated after Due Date
No
Allow Post Due Date Submission
No
Commodity Codes
Total: 2
|
Code
|
Description
|
|
[946-48]
|
Financial Advisor
|
|
[946-49]
|
Financial Services (Not Otherwise Classified)
|
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