140442 - Financial Advisor Services.pdf

The document provides a comprehensive overview of the evaluation and submission process for financial advisor services for the City of Leesburg, Florida. It covers the criteria for evaluation, ranking methodology, and scoring process. Additionally, it outlines the requirements for presentations/interviews, proposal format, and necessary sections for submission. Qualifications, experience, and approach are highlighted as crucial aspects of the proposal, along with affirmations and city forms that must be included. Availability, cost considerations, and fee schedule submission requirements are also addressed.