DOCUMENT

RFP - Financial Advisor Services 2000

  • YEAR CREATED: 2000
  • ENTITY TYPE: City/Township
  • TYPE OF DOCUMENT: RFP - Request for Proposals
This document provides information about fees and financial advisor services for the City of Salt Lake City. The fees stated in the document include all costs associated with the specified services, and no other charges are allowed. The City is exempt from certain taxes on these services. The fees stated in the document will remain firm for the initial three years of the agreement, and any requests for price adjustment thereafter must follow specified requirements. The document also requests the proposed fees from the offeror for various types of bond issues, such as tax and revenue note issues, general obligation bond issues, revenue bond issues, lease revenue bond issues, special improvement district bond issues, and railyard special improvement district bond issues. The offeror is also asked if they will charge the City for services provided when bonds and notes are not issued, and to describe any associated costs and conditions. The offeror is further asked to propose fee arrangements for special projects where no bonds are issued and to describe any other related fees or charges. The document also includes information about price adjustments during option renewal periods. If the agreement is extended, adjustments may be made, and the advisor must make a request for adjustment between the sixtieth and fortieth day prior to the extension date. The prices for the next renewal year may be increased by a certain percentage or based on the latest published Consumer Price Index. The City will notify the advisor of its decision within fifteen days of receiving the request. Lastly, the document provides information about invoicing and payment. The City will make payment to the advisor for all services performed, and the advisor must submit a written invoice for services rendered. The City will pay the invoiced fee or forward the invoice to the appropriate trustee for payment within thirty days of receiving the invoice. The invoice should be submitted to the Office of the City Treasurer.
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