Financial Advisory Services

 The Financial Services Selection Committee will be held on 9/9/20 at 11:00 a.m. via Zoom. 


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Meeting ID: 820 4533 6117 



RFP #2020-130/01


The Village of Tequesta is seeking proposals from qualified firms to provide Financial Advisory Services in accordance with the terms, conditions, and specifications contained in this Request for Proposals (RFP).

Request for Proposals documents are available on the Village of Tequesta’s website and via Demand Star(, or by contacting the Village Clerk’s office at (561) 768-0443.

Sealed Proposals must be clearly marked “RFP #2020-130/01, Financial Advisory Services” and delivered to the Village Clerk at 345 Tequesta Drive, Tequesta, Florida 33469. The deadline for submission of Proposals is August 28, 2020 at 2:00 P.M. local time. Late Proposals will not be accepted and will be returned to the sender unopened.

A public meeting of the Village’s Selection Committee is expected to convene at 11:00 A.M. EST on Wednesday, September 9, 2020 in the Council Chambers at 345 Tequesta Drive, Tequesta, Florida 33469 to review and discuss rankings of the proposers.

It is the responsibility of the Proposer to ensure that all pages are included in the submission. All Proposers are advised to closely examine the request for proposal documents. Any questions regarding the completeness or substance of the request for proposal documents or the scope of services must be submitted in writing via email to Lori McWilliams, Village Clerk, by 5 P.M. local time on August 17, 2020. 

The Village reserves the right to accept or reject any or all Proposals, in whole or in part, with or without cause, to waive any irregularities and/or technicalities, and to award the contract on such coverage and terms it deems will best serve the interests of the Village.





If you wish to have an ADA accessible document, please contact the Village Clerk.

Addendum No. 1

Addendum No. 2

Addendum No. 3