DOCUMENT

RFP - Financial Advisor Services 2012

  • YEAR CREATED: 2012
  • ENTITY TYPE: County
  • TYPE OF DOCUMENT: RFP - Request for Proposals
This document is a Request for Proposal (RFP) for financial advisor services for a county. The document outlines the requirements and expectations for the financial advisor, including their experience in various areas such as short-term financing, general obligation bonds, revenue bonds, certificates of participation, and special improvement district bonds. The document also asks for information on the firm's experience with negotiated underwritings of municipal bonds and their role as a financial advisor in a negotiated sale. The firm's experience with major rating agencies and their strategy for maintaining the county's current ratings and success in future debt issues is also discussed. Additionally, the document provides instructions for submitting proposals, including firm pricing for the requested services and fixed hourly rates for consulting services. It emphasizes the need for compliance with the contract terms and conditions and requires the financial advisor to provide a statement of compliance. Furthermore, the document mentions the deadline for submission of proposals and specifies that any proposals or unsolicited amendments received after the deadline will not be accepted by the county. Overall, the document serves as a comprehensive guide for financial advisory firms interested in providing services to the county, outlining the necessary qualifications, expectations, and submission requirements.
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