REQUEST FOR PROPOSALS: FINANCIAL ADVISOR
The Montana Board of Housing (MBOH) is pleased to announce a Request for Proposals (RFP) inviting qualified Financial Advisors to submit proposals for professional services. The Board intends to select a Financial Advisor that will consult with Board staff, bond counsel, the Board’s underwriters, the Board’s counsel and any other parties necessary to maintain and grow programs in accordance with its mission. The RFP describes MBOH requirements, scope of services and process for submission and evaluation of proposals.
Schedule of Events
RFP Issuance Date December 11, 2018
RFP Questions by Potential Offerors December 21, 2018
RFP Answers to Questions December 28, 2018
Proposals Due January 18, 2019 at 5:00 PM (MDT)
Completion of Evaluations February 1, 2019
Confirmed Selection by MBOH February 12, 2019
Agreement for Services Executed March 15, 2019
Start Date of Services Immediately
All questions and requests for additional information must be submitted to the Board on or before December 21, 2018, at 5:00 pm MDT. Questions and requests for additional information submitted after this date and time will not be answered. Potential Offerors may submit questions or inquiries via telephone or email to:
Telephone: (406) 841-2826
Email: firstname.lastname@example.org (Subject: Financial Advisor RFP)
Proposals must be submitted electronically to and received by the Board through SHAREFILE by 5:00 pm MDT on January 18, 2019. Set up in SHAREFILE is required before submission can take place.
A set up request must be sent to email@example.com and include:
- Subject: Financial Advisor RFP SHAREFILE Set up Request
- Company Name
- Employee Name (can be multiple personnel)
Please review the RFP and Exhibits in full for complete details and instructions.
Dark Money Disclosure Template (this file will be in ShareFile for your use, after you receive access)
Additional information on Executive Order No. 15-2018, including Frequently Asked Questions, is available here: https://vendorresources.mt.gov/notices