Financial Advisory Services

The Vendor is required to provide financial advisory firm for services related to financing transactions and projects, including general obligation bonds limited tax bonds, unlimited tax bonds, and county bonds.
- The Financial Advisor shall include, but are not limited to, the following:
1. Bond Transactions:
• Planning and structuring debt issues. assist and advise county in developing the most appropriate approach to financing projects and structuring securities to ensure the lowest cost to county;
• Recommend timing, manner of sale, and details of bond issues (e.g. security provisions, flow of funds, call features, maturity schedules, etc.);
• Assess prevailing market conditions, advise, and represent county in negotiating interest rates, transaction fees, and expenses, and other provisions and purchase contracts or remarking agreements governing the negotiated sale of the notes and bonds to underwriters, as well as in the private placement of the notes and bonds to institutional investors;
• Attend meetings, participate in conference calls, and prepare various presentation materials;
• Assist in the preparation of disclosure documents , sale documents and other relevant bond or marketing documents, and make recommendations concerning form and content to enhance marketability and comply with disclosure guidelines;
• Review drafts of bond and offering documents for accuracy and appropriateness and assist in preparation for closing and delivery of the bonds, including review of all closing documents;
• Assist in the solicitation and evaluation of underwriters, verification agents, credit enhancers, printers, etc. as needed;
• In conjunction with negotiated sales, serve as advocate for the county in negotiating best possible terms with underwriter(s) by (i) reviewing the proposed pricing, (ii) evaluating marketing efforts of the underwriter(s), (iii) reviewing other terms proposed by the underwriter(s) (e.g. firm participation, gross spread, etc.), (iv) recommending acceptance or rejection of the underwriting proposal, and (v) minimizing use of bond insurance, if not cost effective; and
• Review all documents prepared in conjunction with investment of bond proceeds.
- Contract Period/Term: 5 years
- Pre-Qualification Meeting Date: June 4, 2025
- Questions/Inquires Deadline: June 11, 2025