Financial Advisor Services

The Vendor is required to provide for advice and assistance as financial advisor associated with the issuance of bond, notes and other debt obligations.
- Analyzing financial issues or options, including but not limited to the timing, structure, conditions and format of sale of new authority debt and authority refunding of existing county debt.
- Assistance in developing timetables for various debt issuances.
- Monitoring market conditions for entry into various transactions.
- Reviewing and evaluating of various financing proposals, including those prepared by underwriters and other members of the financial community.
- Assistance in preparation for, and participation in, presentations to the rating agencies, insurers and investors.
- Assistance in the preparation and/or review of debt documentation, particularly the official statement.
- Filing necessary reports for outstanding issuances.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: August 15, 2025