The Vendor is required to provide to acquire investment banking and bond, cop underwriting services to finance capital projects for county schools.
- The services shall include but are not limited to the following:
• In coordination with district staff, municipal advisor, and bond counsel, formulate financing plans to deliver on the capital financing needs of the district
• Financial modeling
• Bond and cop structuring advice based on the district’s needs, credit rating, and current financial markets
• Provide professional expertise in support of the district’s rating presentations
• Capital markets advice
• Pricing and selling of municipal securities as necessary in a sole manager, senior managing or co-managing underwriter role
• Facilitating the successful closing and funding of bond and cop financings
• Provide ongoing recommendations and advice relating to the district’s capital financing needs, municipal finance, capital markets and school finance, including presenting financing opportunities advantageous to the district.
• Assist in the preparation and presentation of related information and materials to district leadership and board of education, as well as present if necessary.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: May 14, 2025