DOCUMENT

RFP - Financial Advisory Services 2005

  • YEAR CREATED: 2005
  • ENTITY TYPE: County
  • TYPE OF DOCUMENT: RFP - Request for Proposals
The document is a request for proposals (RFP) for financial advisory services for the County of Rockland. The county is seeking a firm to assist with the issuance of bonds and provide financial advice. The services required include preparing and submitting a financial plan, developing bond maturity schedules, preparing official statements and notices of sale, coordinating with credit rating agencies and bond insurance companies, assisting with a book-entry system for bond and note issues, coordinating marketing efforts, advertising the bond sale, preparing debt service schedules, and providing required disclosures. The proposal should include information about the firm's qualifications, experience, staff, references, and proposed contract. The document also mentions that the firm selected as the county's financial advisor will not be allowed to participate as an underwriter on county bond issues. The basis for awarding the contract will be evaluated based on the information provided in the proposal, the firm's ability to meet time requirements, the principals assigned to the project, technology capabilities, and an understanding of the work to be performed.
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