Financial Advisor Services

The Vendor is required to provide by the financial advisory team may include one or more of the following services for the county.
- Provide financial advisory services related to all short-term and long- term borrowings currently in existence, as well as any proposed short-term and long-term borrowings and infrastructure grants, including bonds, loans and leases which may be proposed and issued from time to time during the period covered by this contract.
- The advisor will also be expected to provide actionable suggestions related to the county’s short-term and long-term financial plan as needed as well as advice on such topics as agency, pension, and similar financial topics.
- Services
• Policy or procedural advice (such as state or federal legislative interpretation)
• Market condition or other research on rates or structures
• Investor relations, publications, and reports
• Review/analysis, as a requested (such as a review of information used in negotiations, fiscal/economic impact, feasibility study, economic development)
• Topical presentations (policy analysis or white paper reports), as requested, to appointed or elected officials
• Provide and manage transaction calendar from kickoff through close
• Attend various meetings as needed, such as committee of the whole
• Other services of a similar nature and scope.
- Transactions
• General obligation bond issues
• Revenue bond issues
• Refunding bond issues
• Special tax/development district bond issues
• Lease revenue bond issues
• Lease transactions
• Other financing transactions (such as economic development related financing, short-term borrowing, private placements, etc.)
- Provide policy guidance and procedural advice – to assist and provide the county guidance in its overall approach to the subject of financing.
- Develop a financing plan delineating the purpose of the financing and its structure.
- The plan shall include-recommendations on the method of sale, ratings, bond sizing, insurance, etc.
- Implement competitive financings, including production of preliminary and final official statements, and publication and distribution of sale documents.
- Develop or assist in the development of presentations and communications to bond rating agencies.
- Provide advice and input on the timing of county debt issues, especially regarding other major state and local debt issues that may coincide or compete with county sales as well as the timing of significant market activity which may impact the success of county sales.
- Monitor interest rate levels and assist and advise the county on refunding opportunities.
- Assist the county on special projects relating to debt issuance and financial matters.
- Assist the county on special projects related to fiscal and economic impact analysis, feasibility studies, and/or special tax structures.
- Alert County to any events related to bond covenants, continuing disclosure, or market disruption that would warrant action by the county.
- Quarterly review of existing debt structure and financial resources of the county to determine the desirability of refinancing existing debt.
- Contract Period/Term: 3 years
- Mandatory Meeting Date: April 23, 2025
- Questions/Inquires Deadline: May 9, 2025