Financial Advisory Services

The Vendor is required to provide financial advisory services for the issuance and management of department.
- Providing strategic financial advice for debt issuance and management.
- Assisting in the structuring and timing of debt issuances.
- Evaluating and recommending financing alternatives.
- Ensuring compliance with federal, state, and local laws.
- Assisting in investor relations and credit rating strategies.
- Conducting financial modeling and debt capacity analysis.
- Debt issuance and structuring
• Develop and recommend optimal debt issuance strategies.
• Assist in preparing preliminary official statements, official statements, and other required disclosures.
• Coordinate with bond counsel, underwriters, and rating agencies.
• Evaluate refunding and restructuring opportunities.
• Provide recommendations on fixed-rate versus variable-rate structures.
- Debt management and compliance
• Monitor outstanding debt for refinancing opportunities.
• Ensure compliance with continuing disclosure requirements under sec rules.
• Assist with post-issuance compliance and reporting.
• Provide training and guidance on debt management best practices.
- Financial analysis and planning
• Develop long-term debt affordability and capacity studies.
• Provide cash flow analysis and forecasting related to debt service.
• Assess market conditions and advise on timing for debt issuance.
• Conduct financial impact analysis for potential financings.
- Rating agency and investor relations support
• Develop presentations and strategies to maintain or improve the county’s credit rating.
• Facilitate communication with credit rating agencies and institutional investors.
• Provide market updates on investor preferences and trends.
- Additional advisory services
• evaluate alternative financing mechanisms, such as public-private partnerships (p3s).
• Advice on policy revisions related to debt issuance and management.
• Provide updates on relevant legislative or regulatory changes.
• Attend and present at county meetings as needed.
• Perform such other functions normally contemplated to be within the scope of duties of a fully qualified financial advisor.
• Advisor shall not be allowed to purchase securities as an underwriter in a negotiated or competitive bid bond issuance.
- Contract Period/Term: 5 years
- Pre-Proposal Meeting Date: May 28, 2025
- Questions/Inquires Deadline: June 3, 2025