Project Information

Bid Title

RFP# 2869 Financial Advisor Professional Services

Issuing Agency

Marin County

Location

California

Published Date

Nov 16, 2024

Closing Date

Jan 10, 2025

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

RFP# 2869 Financial Advisor Professional ServicesGeneral information

• Department: County Executive
• Category: Professional Services
• Project description:

  The County of Marin’s Office of the County Executive is requesting proposals from qualified financial advisors to provide comprehensive advisory and debt management support for high-priority initiatives, as outlined in this RFP. The goal of this solicitation is to establish a pool of financial advisors from which the County may select for future transactions over period of three to five years. In addition to the broader advisory scope, the selected advisor(s) will assist with anticipated transactions, providing expert guidance on a wide range of financial strategies to meet the County’s evolving needs.

Key dates

• Issue date: Friday, November 15, 2024
• Submission due by: Friday, January 10, 2025, 5:00 pm

See RFP# 2869 Financial Advisor Professional Services for full details.

Contact

• 
  Jorge Molina
  
• Purchaser 1
• 415-473-7014

  To use the California Relay Service (CRS), dial 711
• Email Jorge
• 3501 Civic Center Drive, Suite 304

  San Rafael CA 94903

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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