RFP No. 18-130-1500: Financial Advisor Services

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Request for Proposal No.: 18-130-1500

The Forsyth County Board of Commissioners will accept sealed proposals until 2:00 p.m. Thursday, November 8, 2018 for the following:

To secure the services of one qualified independent municipal financial advisor to provide selected services for future county dept issues; and to provide other financial advisory services as needed.

Copies of the proposal documents ("RFP Documents") may be downloaded at no cost from the Forsyth County, GA website,

www.forsythco.com , visit the Procurement Page, open "Bids & Results" and follow the directions provided. If desired a hard copy of the solicitation may be obtained from the Procurement Department, 514 West Maple Street, Suite 104, Cumming, GA 30040, 770 888 8872, for the non-refundable fee of $15.00. If the requesting firm desires the documents to be mailed to it, the firm will be required to provide a FedEx, UPS, or other carrier number to be charged.

No Proposals will be received or accepted from any firm who has not received documents from the Forsyth County Procurement Department. All firms must be licensed in Georgia, maintain a full-time office in Georgia, and have a registered agent in Georgia.

No firm may withdraw their Proposal within 90 days of the actual date of opening.

Sealed Proposals will be received until 2:00 p.m. (local time), Thursday, November 8, 2018 at the Forsyth County Procurement Department, 514 West Maple Street, Suite 104, Cumming, GA 30040.

Any proposal received after this date and time will not be accepted. Proposals will be opened and only names of firms submitting proposals will be read aloud at 2:05 p.m., Thursday, November 8, 2018. Proposers and the general public are invited to attend. Award of proposal will be made at a later date. Forsyth County reserves the right to reject any or all proposals.

Donna H. Kukarola, CPPO, CPPB

Director

October 12, 2018

Current Planholders
Springsted Incorporated ( Tony King ) 30 Island Point Newnan, GA 30263 Phone Number: 770-252-7998 Fax Number: 770-818-5626 Email: rfp@springsted.com
Hilltop Securities ( Chad Cowan ) 5925 Carnegie Blvd Suite 380 Phone Number: 7046543454 Fax Number: N/A Email: chad.cowan@hilltopsecurities.com
Davenport & Company LLC ( Doug Gebhardt ) 3350 Riverwood Parkway, Suite 1900 Atlanta, Georgia 30339 Phone Number: 404-825-9467 Fax Number: 804-549-2651 Email: dgebhardt@investdavenport.com
First Tryon Advisors ( Amy Vitner ) 1355 Greenwood Cliff, #401 Phone Number: 704-926-2457 Fax Number: N/A Email: avitner@firsttryon.com
Prime Vendor ( Bid Clerk ) 4622 Cedar Ave Phone Number: 8007469554 Fax Number: N/A Email: roni@prime-vendor.com
SevenOutsource ( Steve Walse ) 113 Barksdale Professional Cen 113 Barksdale Professional Cen Phone Number: 3153087852 Fax Number: 3153087852 Email: rfpalerts@gmail.com
Light Source ( Natasha Banks ) 841 Hillen St, Baltimore, MD, USA, 841 841 Phone Number: 4103261582 Fax Number: 4103261582 Email: bankslightsource@gmail.com
BidNet ( Kurt Pitzer ) 15 British America Blvd, 15 British America Blvd, 15 British America Blvd Phone Number: 8006771997 Fax Number: N/A Email: gbs@bidnet.com
MGT of America Consulting, LLC ( Shannon Blakey ) 516 North Adams Street Tallahassee, FL Phone Number: 850-386-3191 Fax Number: 850-385-4501 Email: rcvrfp@mgtamer.com
Light Source ( Natasha Banks ) 841 Hillen St, Baltimore, MD, USA, 841 841 Phone Number: 4103261582 Fax Number: 4103261582 Email: bankslightsource@gmail.com
Public Resources Advisory Group ( Kaleigh Little ) 150 2nd Avenue North, Suite 400 St. Petersburg, FL 33701 Phone Number: 727-822-3339 Fax Number: 727-822-3502 Email: Fladmin@pragadvisors.com
Public Resources Advisory Group ( Kaleigh Little ) 150 2nd Ave. North, Suite 400 St. Petersburg, FL 33701 Phone Number: 727-822-3339 Fax Number: 727-822-3502 Email: Fladmin@pragadvisors.com
Princeton Center Planning and Investments ( Paul Offill ) 4178 Center Road Phone Number: 3303506197 Fax Number: 330-2738677 Email: paulofg@aol.com
PFS INVESTMENTS PRIMERICA ADVISORS ( MATT CARVER ) 1 PRIMERICA PKWY DULUTH GA 30099 445 UNION BLVD SUITE 104 LAKEWOOD CO 80228 Phone Number: 303-455-7029 Fax Number: N/A Email: mcarver@primerica.com
PFM Financial Advisors LLC ( Elise Lomel ) 600 Peachtree Street NE Suite 3770 Atlanta, GA 30308 Phone Number: 404-410-2227 Fax Number: 404-876-2353 Email: lomele@pfm.com

Addenda

Results

RFP No. 18-130-1500: Financial Advisor Services

Current Planholders

Springsted Incorporated ( Tony King )

Hilltop Securities ( Chad Cowan )

Davenport & Company LLC ( Doug Gebhardt )

First Tryon Advisors ( Amy Vitner )

Prime Vendor ( Bid Clerk )

SevenOutsource ( Steve Walse )

Light Source ( Natasha Banks )

BidNet ( Kurt Pitzer )

MGT of America Consulting, LLC ( Shannon Blakey )

Light Source ( Natasha Banks )

Public Resources Advisory Group ( Kaleigh Little )

Public Resources Advisory Group ( Kaleigh Little )

Princeton Center Planning and Investments ( Paul Offill )

PFS INVESTMENTS PRIMERICA ADVISORS ( MATT CARVER )

PFM Financial Advisors LLC ( Elise Lomel )