Underwriting Services

The Vendor is required to provide underwriter for this transaction.
• Evaluate and assist in developing the financing plan for the cops.
• Provide regular updates regarding market conditions and anticipated cost of capital and refunding economics.
• Assist the county in the successful structuring, marketing, and sale of the cops to achieve the lowest possible borrowing cost consistent with the county’s risk profile and financing objectives.
• Assist in the preparation of the official statement and other legal and disclosure documents used in connection with the sale of the cops.
• Assist the county to finalize the official statement (post pricing) along with other legal and closing documents and prepare the closing memorandum for settlement.
• Assist the county in the post-financing evaluation process through the timely submittal of all required reports, post-bond sale descriptions, including how the county’s bonds were sold, feedback from investors, and sales performance of the underwriting team.