Request For Proposals for

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TABLE OF CONTENTS

State Of Louisiana

Department of Treasury

State Bond Commission

Request For Proposals

for

financial advisory services

RFP #: 2014-01

Proposal Due Date/Time: jULY 10, 2014

5:00 PM cst

DATE: June 12, 2014

TABLE OF CONTENTS

1 GENERAL INFORMATION 4

Purpose 4

Background 4

1.3 Scope of Services 6

Term of Contract 6

Pre-proposal Conference 6

Proposer Inquiries 6

Definitions 7

Schedule of Events 7

Minimum Qualifications 7

Determination of Responsibility 9

3.2.1 Right to Prohibit Award 9

RFP Addenda 9

Waiver of Administrative Informalities 9

Proposal Rejection/RFP Cancellation 10

Withdrawal of Proposal 10

Subcontracting Information 10

Ownership of Proposal 10

Proprietary Information 10

Cost of Preparing Proposals 10

Errors and Omissions in Proposal 10

Contract Award and Execution 11

Code of Ethics 11

4.0 RESPONSE INSTRUCTIONS 11

4.1 Proposal Submission 11

4.2 Proposal Format 12

4.3 Cover Letter 12

4.4 Technical and Cost Proposal 12

4.5 Certification Statement 12

5.0 PROPOSAL CONTENT 12

5.1 Executive Summary 13

5.2 Firm Experience, Qualifications, and Proposed Staff 13

5.2.1 Request for Proposal (RFP) Veteran-Owned and Service-Connected Small Entrepreneurships (Veteran Initiative) and Louisiana Initiative for Small Entrepreneurships (Hudson Initiative) Programs 14

5.3. Approach and Methodology 16

5.4 Cost Information 16

6.0 EVALUATION AND SELECTION 16

6.1 Evaluation Team 16

6.2 Administrative and Mandatory Screening 16

6.3 Clarification of Proposals 17

6.4 Oral Presentations/Discussions May be Required 17

6.5 Evaluation and Review 17

1.Experience, Qualifications and Staff 17

2.Approach and Methodology 17

3.Cost 17

4.Hudson/Veteran Small Entrepreneurship Program 18

6.5.1. Veteran-Owned and Service-Connected Small Entrepreneurships (Veteran Initiative) and Louisiana Initiative for Small Entrepreneurships (Hudson Initiative) Programs Participation (Value of 10% of the total evaluation points) 18

6.5.2 Cost Evaluation 18

6.6 Announcement of Contractor 19

7.0 SUCCESSFUL CONTRACTOR REQUIREMENTS 19

7.1 Corporation Requirements 19

7.2 Billing and Payment 19

7.3 Confidentiality 21

All financial, statistical, personal, technical and other data and information relating to the Commission’s operation which are designated confidential by the State and made available to the contractor in order to carry out this contract, or which become available to the contractor in carrying out this contract, shall be protected by the contractor from unauthorized use and disclosure through the observance of the same or more effective procedural requirements as are applicable to the State. The identification of all such confidential data and information as well as the State's procedural requirements for protection of such data and information from unauthorized use and disclosure shall be provided by the State in writing to the contractor. If the methods and procedures employed by the contractor for the protection of the contractor's data and information are deemed by the State to be adequate for the protection of the State's confidential information, such methods and procedures may be used, with the written consent of the State, to carry out the intent of this paragraph. The contractor shall not be required under the provisions of the paragraph to keep confidential any data or information which is or becomes publicly available, is already rightfully in the contractor's possession, is independently developed by the contractor outside the scope of the contract, or is rightfully obtained from third parties. Under no circumstance shall the contractor discuss and/or release information to the media concerning this project without prior express written approval of the Chairman of the Bond Commission or his designee. 21

1 Overview 21

2 Tasks and Services 21

3 Deliverables 23

4 Functional Requirements 23

5 Technical Requirements 23

6 Project Requirements 23

ATTACHMENT II: CERTIFICATION STATEMENT 25

1.The information contained in its response to this RFP is accurate; 25

2.Proposer complies with the Mandatory Requirements in Section 3.1 (Minimum Qualifications) and other mandatory requirements listed in the RFP and will meet or exceed the Scope of Services requirements as specified; 25

3.Proposer accepts the procedures, evaluation criteria, mandatory contract terms and conditions, and all other administrative requirements set forth in this RFP; 25

4.Proposer's quote is valid for at least 120 calendar days from the date of proposal's signature below; 25

5.Proposer understands that if selected as the successful Proposer, he/she will have five (5) business days from the date of delivery of final contract in which to complete contract negotiations, if any, and execute the final contract document; 25

6.Proposer certifies, by signing and submitting a proposal for $25,000 or more, that their company, any subcontractors, or principals are not suspended or debarred by the General Services Administration (GSA) in accordance with the requirements in OMB Circular A-133. (A list of parties who have been suspended or debarred can be viewed via the internet at https://www.sam.gov .); 26

7.Proposer provides authorization for the State to verify work performed for prior clients; 26

ATTACHMENT III: SAMPLE CONTRACT 27

1 SCOPE OF SERVICES 28

1.1 CONCISE DESCRIPTION OF SERVICES 28

1.2 STATEMENT OF WORK 28

2.1 TERM OF CONTRACT 29

2.2 STATE FURNISHED RESOURCES 29

2.3 TAXES 29

3 COMPENSATION AND MAXIMUM AMOUNT OF CONTRACT 29

3.1 PAYMENT TERMS 29

1.TERMINATION FOR CONVENIENCE 30

2.TERMINATION FOR NON-APPROPRIATION OF FUNDS 30

5 INDEMNIFICATION AND LIMITATION OF LIABILITY 30

6 CONTRACT CONTROVERSIES 32

8 ASSIGNMENT 32

9 RIGHT TO AUDIT 32

10 CONTRACT MODIFICATION 32

14 INSURANCE 33

15 APPLICABLE LAW 35

16 CODE OF ETHICS 35

17 SEVERABILITY 35

ATTACHMENT V: COST PROPOSAL 39

Title 39

RFP Quoted Hourly Rate 39

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