Financial Advisor Services

Agency: Polk County Public Schools Facilities and Operations
State: Florida
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Jan 5, 2026
Due Date: Feb 5, 2026
Solicitation No: RFP-2026-1391
Original Source: Please Login to View Page
Contact information: Please Login to View Page
Bid Documents: Please Login to View Page
Main

Agency
City of Casselberry
Status
Active
Fiscal Year
2026
Primary Contact
Elsie Burgess
Title
Financial Advisor Services
Secondary Contact

Number
RFP-2026-1391
Tertiary Contact

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 )
Date Time Location
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


Zones
Total: 0
Zone

Groups
Total: 0
Group
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)
Publications

Total: 0
Publication Date
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