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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