Title:
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Award RFP-604739-24/LAS - Disclosure Counsel Services Agreement to Holland & Knight, LLP, Lakeland, FL, and authorize the Purchasing and Contracts Division to execute the Agreement. Countywide (Lorie Bailey Brown, CFO/Resource Management Director) Requesting Department- Resource Management
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Division:
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Resource Management - Business Office
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Authorized By:
Lorie Bailey Brown, CFO/Resource Management Director
Contact/Phone Number:
Louis Straffi/407-665-7114
Background:
RFP-604739-24/LAS will provide for a Disclosure Counsel to perform services relative to annual disclosure and primary debt offerings. Services to be performed include but are not limited to A) Services relative to Annual Disclosure Documents and B) Services Relative to Primary Debt Offerings.
This project was publicly advertised, and the County received two (2) proposals in response to the solicitation. The Evaluation Committee comprised Lorie Bailey Brown, CFO/Resource Management Director; Jenny Spencer, Director of Clerk and Comptroller’s Office; David Shields, Deputy County Attorney; and Gerlin Kahn, Assistant County Attorney. The evaluation committee evaluated the proposals and had presentations from the two (2) firms. Consideration was given to Firm Experience & Capabilities, Qualifications & Experience of Key Personnel, Methodology & Approach to work, and proposed fee structure.
The Evaluation Committee recommends the award of the agreement to the top-ranked proposer, Holland & Knight LLP, Lakeland, FL. The County will compensate the firm for the Professional Services called for under this Agreement based on a blended hourly rate of $250.00 and a not-to-exceed $500.00 for reimbursable expenses. Holland & Knight LLP is currently under contract for these services and the fee structure has remained unchanged.
Authorization for services by the awarded firm will be in the form of written Purchase Orders issued and executed by the County. This agreement takes effect on the date of execution and will continue for a period of five (5) years. At the sole option of the County the agreement may be renewed for two (2) successive periods not to exceed one (1) year each.
Requested Action:
Staff requests the Board award RFP-604739-24/LAS - Disclosure Counsel Services to Holland & Knight, LLP, Lakeland FL, and authorize the Purchasing and Contracts Division to execute the Agreement.