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Basic Information

Reference Number

0000400684

Issuing Organization

Seminole Tribe of Florida

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP 38-2025

Title

Financial Advisor (Tribal-wide)

Source ID

PU.AG.USA.2558838.C20766151

Details

Location

United States, Florida, Broward County

Piggyback Contract

Description

The Seminole Tribe of Florida, Inc. (STOFI) is requesting proposals from qualified Financial Advisors and/or Financial Investment Firms to provide strategic financial guidance and actively manage investment funds on a day-to-day basis to STOFI businesses Tribal-wide.

Dates

Publication

10/06/2025 03:13 PM EDT

Bid Intent

Not Available

Question Acceptance Deadline

11/10/2025 05:00 PM EST

Questions are submitted online

Yes

Closing DateA - Previous Addendum

12/12/2025 05:00 PM EST

Prebid Conference

11/03/2025 10:00 AM EST

Contact Information

Martha Gongora Diaz

9549666300 ext. 10988

MarthaGongoraDiaz@semtribe.com

Required Acknowledgement

Exhibit A - Exhibit Z

All required Exhibits provided to BIDDER by the TRIBE shall be acknowledged by BIDDER.

In order to receive the Pre-Proposal Conference details, Exhibit M - Mutual Non-Disclosure Agreement needs to be filled in, signed, and returned without exceptions, via email, to the Contact Person(s) listed in this RFP, before the MNDA Due Date.

Pre-Bidding Events

Event Type

Prebid Conference

Attendance

Mandatory

Event date

11/03/2025 10:00 AM EST

Location

Webex

Event Note

Details to be shared with invited bidders only, once STOFI’s MNDA is accepted, signed, and submitted via email to the Contact Person(s) listed in the RFP.
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Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Exhibit A	Pricing Proposal Form	Yes	No
Exhibit B	Bid Form	Yes	No
Exhibit C	Qualification Questionnaire	Yes	No
Exhibit D	Contractor Certification Regarding Debarment and Suspension	Yes	No
Exhibit E	Non-Collusion Affidavit of Prime Bidder	Yes	No
Exhibit F	Proposed Subcontractor List	Yes	No
Exhibit H-1	List of Recently Completed Projects and Contract Amounts	Yes	No
Exhibit H-2	List of Past Experience with the Tribe and STOFI	Yes	No
Exhibit I	List of References	Yes	No
Exhibit J	Proposed Methodology	Yes	No
Exhibit K	Firm Certification	Yes	No
Exhibit M	Mutual Non-Disclosure Agreement	Yes	No
Exhibit N	Compliance Documents	Yes	No
Exhibit O	Cover Letter & Executive Summary	Yes	No
Exhibit P	Professional Qualifications	Yes	No
Exhibit Q	List of Proposed Personnel	Yes	No
Exhibit R	Proposed Investment Plan	Yes	No
Exhibit S	Sample Monthly Client Report	Yes	No
Exhibit Z	Acknowledgement of Receipt of Addenda	Yes	No
No entries

Additional Bidding Instructions

Failure to submit all information may result in disqualification or lower ranking due to not meeting these requirements.

Required Attachments and Exhibits provided to BIDDER by STOFI shall not be altered by BIDDER and shall only be filled-in as instructed by STOFI, unless otherwise instructed by STOFI. Bids which include altered files may be disqualified, as determined by STOFI.

Disclaimer Thank you for your interest in our bid opportunities and we welcome you to submit a response. Please be sure to review and comply with all specifications and requirements.