DOCUMENT

RFP - Financial Advisor Services

  • YEAR CREATED: 2022
  • ENTITY TYPE: County
  • TYPE OF DOCUMENT: RFP - Request for Proposals
The document is a Request for Proposal (RFP) for financial advisor services issued by the County of Loudoun. The document outlines the scope of services required from the financial advisor and provides details on the tasks and responsibilities involved in the role. The document specifies that the financial advisor will assist the County in the issuance of securities, including reviewing offering documents, making recommendations, and arranging for electronic availability and printing of official statements. The advisor will also assist in the marketing and sale of securities, develop marketing materials, verify bids, and assist in the selection of underwriters for negotiated transactions. In the post-sale phase, the financial advisor will provide final sale details, review closing documents, prepare analysis of sale results, and provide detailed amortization schedules and bond pricing information. The advisor will also monitor outstanding bond issues for refunding opportunities periodically. The document also highlights the financial analysis services that the advisor is expected to provide, including reviewing the County's overall financial condition, providing research and analysis assistance for various opportunities, and offering education and training on financing activities. Additionally, the document includes terms and conditions for the contract, including procedures, term length, delays and delivery failures. It also mentions the requirement for Material Safety Data Sheets (MSDS) for hazardous materials, indicating that such materials may pose a risk to employee health unless accompanied by an MSDS when received.
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