Financial Advisor Services

The vendor is required to provide financial advisor consulting services relating to the bond sale.
•    Recommendations of financing options including size, timing, maturity schedules and marketing; 
•    Reviewing debt structure for compliance with local, state and federal regulations; 
•    Preparation of the official statement in compliance with disclosure guidelines, as appropriate, and the printing and distribution of same; 
•    Recommendation of competitive or negotiated sales and participation in the negotiation of price and terms for negotiated sales; 
•    Coordination of the printing and delivery of bonds, and interaction with bond counsel and rating agencies; 
•    Recommendation of acceptance or rejection of bids; and 
•    Other services related to capital financing normally provided by a financial consultant but not mentioned above. 
•    University will not permit the financial consultant’s firm to purchase bonds in a negotiated sale. 
•    University will permit the financial consultant’s firm to bid in a competitive sale.

- Contract Period/Term: 2 years
- Questions/Inquires Deadline: August 22, 2025