Byron B. Badger, Vice President & Chief Business Officer
Finance New Orleans
Finance New Orleans
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The services to be provided may include, but are not limited to, the following:
General Counsel
Bond Counsel on Single-family and Multifamily Programs
Special Counsel - Payments In Lieu Of Taxes (PILOT)
Proposers for Special Counsel roles for FNO programs such as Payment In Lieu Of Taxes may be considered in addition to the Bond Counsel roles. The services to be provided as special counsel would correspond to the specific set of legal services to be provided by the specific counsel role.
Special Counsel – Sales Tax Exemption
Proposers for Special Counsel roles for FNO programs such as a Sales Tax Exemption may be considered in addition to the Bond Counsel roles. The services to be provided as special counsel would correspond to the specific set of legal services to be provided by the specific counsel role.
Special Counsel on Sustainable Energy Program
Special Counsel on the Sustainable Energy Program submissions may be considered in addition to Bond Counsel roles. The services to be provided as special counsel would correspond to the specific set of legal services to be provided by the specific special counsel role. The services to be provided may include, but are not limited to, the following:
Low-Income Housing Tax Credits
Municipal and Financial Advisors –
Qualified investment banking firms, brokers, dealers, and financial services entities or financial advisory firms that can provide design, financing, implementation and analytical support and guidance to FNO regarding issuance of municipal securities and/or municipal financial products.
Specifically:
Marketing and Public Relations
▪ PILOT Program
▪ Single-family and Multifamily Programs
▪ Bond Financing Program
▪ Resilience
6. Amplify public awareness of FNO to generate exposure and community engagement.
Compliance and Monitoring
FNO is seeking a consultant to provide compliance and monitoring assistance to support FNO’s compliance with its various programs, regulations, guidelines, and policies for programs including but not limited to: (1) Payment in Lieu of Tax (PILOT) Program, (2) Disadvantage Business Enterprise Program and related requirements, and (3) Affordable Housing covenants and related requirements. Assistance will include:
Instructions: Respondents shall submit the following to Finance New Orleans, via email at , not later than December 31, 2024, 4:00 PM (CST). Hard copies or other electronic forms of submissions will not be accepted.
a. Offeror shall provide a digitally signed proposal as a PDF file, marked with the Specific Services provided;
b. Offeror shall also provide (as a PDF file) a signed cover letter including the company’s name, address and primary contact for the qualification proposal. The primary contact information shall include submitter’s name, telephone, and email address.
http://www.financeauthority.org. Proposals should clearly demonstrate the applicant’s qualifications to perform the needed services and attend all factors applicable in a professional relationship. Proposals should include detailed resumes or curricula vitae for the principals performing the services. Copies of the solicitation and related information are available from FNO’s website at
FNO will not accept proposals submitted by fax. All proposals must be received by FNO on or before the Delivery Deadline. FNO will not accept proposals delivered after the deadline. FNO will not credit delivery claims not clearly documented by original receipt.
Proposals MUST contain the following statement signed by the applicant or its authorized representative, “By responding to this RFQ, respondent agrees to FNO’s Required Contract Provisions as provided in Attachment “B” and therefore waives any future right to contest the required provisions.”
1. Scope of Services: Attachment “A” describes the needed services.
Submission Information: Responses must be submitted in accordance with Attachment “B” of this RFQ.
Evaluation and Selection: FNO will select the successful respondent(s) according to the procedures described in Attachment “C”.
Contracting: FNO reserves the right to select multiple Contractors to perform any and/or all of the services requested herein. If FNO identifies a likely service provider(s), it may negotiate a final agreement with the provider(s) and fix the relationship by Professional Services contract. This contract will stipulate the terms and conditions of the services to be provided and will contain the standard FNO provisions shown in Attachment” D”.
Ownership: All responses and all documentation submitted therewith are FNO property for all purposes. Applicants will clearly mark documents or information claimed exempt from public records disclosure and specifically justify the exemption.
FNO will not credit any blanket exemption claims lacking specific justification. FNO does not guarantee the confidentiality of submissions.
Furthermore, FNO shall not disclose information submitted to FNO in confidence in response to a solicitation, and not otherwise required by law to be submitted, where such information should reasonably be considered confidential.
7. Effect: This Request for Qualifications and any related discussions or evaluations by anyone create no rights or obligations whatsoever. FNO may cancel or modify this solicitation at any time at will, with or without notice. Anything to the contrary notwithstanding, the Professional Services contract executed by FNO and the selected respondent, if any, is the exclusive statement of rights and obligations extending from this solicitation.
8. Additional Requirements: FNO reserves the right to amend the instructions, requirements, general and special conditions, scope of work, and specifications of this RFQ. In the event it becomes necessary to revise any part of the RFQ, addenda will be provided to all potential respondents who receive the RFQ.
9. Proprietary Information: Only information which is in the nature of legitimate trade secrets or non- published financial data may be deemed propriety or confidential. Any material within a proposal identified as such must be clearly marked as CONFIDENTIAL in the proposal and will be handled in accordance with the Louisiana Public Records Act, R.S. 44: 1-44 and applicable rules and regulations. Any proposal marked as confidential in its entirety may be rejected without further consideration or recourse.
10. Cost of Preparing Responses: FNO shall not be liable for any costs incurred by respondents prior to entering into a contract. Costs associated with developing the proposal, preparing for oral presentations, and any other expenses incurred by the respondent in responding to this RFQ are entirely the responsibility of the respondent and shall not be reimbursed in any manner by FNO.
11. Errors and Omissions in Proposal: FNO shall not be liable for any errors in responses. FNO, at its option, has the right to request clarification or additional information from the respondents.
12. Licensure: Where applicable, respondents must maintain licenses and permits to perform the contracted work in the State of Louisiana.
13. Compliance with All Applicable Laws: Any work completed pursuant to a response to this RFQ shall be governed by and construed in accordance with the laws and jurisprudence of the State of Louisiana. At the time of respondent’s submission of its RFQ response and at all times during the performance of any work pursuant to this RFQ, the respondent shall be in compliance with all applicable laws of the State of Louisiana, the United States and local ordinances, including licensure requirements.
14. Insurance: The selected respondent(s) will be required to provide:
I. Requirements
(a) The Contractor shall purchase in its name and maintain at its sole cost and expense, insurance as set out below. This insurance will provide primary coverage for claims and/or suits which may arise out of or result from the Contractor’s performance and/or furnishing of the services, whether performed and /or furnished by the Contractor, any sub-contractor, partner, supplier, or by anyone directly or indirectly employed by any of them to perform or furnish any of the work, goods, products or services, or by anyone for whose acts any of them may be liable. Any insurance carried by FNO shall be excess and not contributing insurance. The limits may be met by purchasing an umbrella or excess policy meeting both requirements.
(b) The total limit of insurance must be equal to or greater than the minimum acceptable not less than limits indicated below. If any policies contain a deductible or self-insurance retention, then the evidence of insurance for those policies shall disclose the deductible/ retention amount. Additionally, each line of insurance may have its own set of requirements that must be met. “CLAIMS MADE” POLICIES OF INSURANCE ARE NOT ACCEPTABLE for general liability but are acceptable for professional liability policies.
(c) The Executive Director & Chief Executive Officer and The Finance Authority of New Orleans (FNO) are hereby named as an Additional Insured.
(d) If the Contractor’s liability insurance program does not contain the standard ISO separation of insureds provision, or a substantially similar clause, then they shall be endorsed to provide Cross Liability coverage. (e) The Contractor shall endorse their policies (as applicable) to provide Wavier of Subrogation Endorsement to include written contracts in favor of FNO, its elected and appointed Officials, Board, Committees, agents, directors, servants, employees and volunteers.
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