Financial Advisor Services

The Vendor is required to provide of professional services of financial advisor services for funds and activities under control of the county for the year 2026.
- Consulting on the issuance of taxable and non-taxable general obligation debt. 
- Providing sensitivity analysis of different interest rates on financing plans. 
- Managing the bond financing process and negotiating key business points to accomplish county’s objectives. 
- Developing a plan of finance and preparing financing schedules, which would include recommendations as to the timing of bonds to be issued. 
- Coordinating with bond counsel and the finance team in recommending structure, specific terms and conditions of a debt issue. 
- Presenting information regarding methods of sale, including publicly offered and privately negotiated options.  
- Managing competitive or negotiated sale process.
- Providing advice on both the advantages and disadvantages of competitive vs. negotiated sales.
- For negotiated sales, providing assistance in the selection of investment banking firms and underwriters to successfully market the issue. 
- Providing advice as to the acceptance or rejection of bids to purchase the bonds received at public sales, or the bond purchase agreements received through a negotiated basis. 
- After the bid is awarded, prepare an actual debt service table based on accepted coupon rates.
- Participate in rating agency presentations and preparation of Notice of Sale and Official Statements.
- Provide independent financial advice that serves solely the interests of the County.
- Provide as-needed financial advice regarding market conditions and trends and financial products. Provide other financial services as requested.
- Disseminates Annual Reports, Audited Reports, Adopted Budgets, Interim Financials, and statistical reports as needed, and maintains complete and accurate records for all filings and submissions.
- Provides reminders of critical filing deadlines and alerts when the rating agencies publish a change in the issuer's or obligor's credit rating.

- Contract Period/Term: 1 year