DOCUMENT

RFP - Financial Adviser Services 2005

  • YEAR CREATED: 2005
  • ENTITY TYPE: City/Township
  • TYPE OF DOCUMENT: RFP - Request for Proposals
This document is a request for proposal (RFP) for financial advisory services related to bond financing. The document includes various sections that ask for information and proposals from firms interested in providing these services. The first section asks for information about the firm's financial advisor relationships and experience with bond issues over the past three years. It also asks for details about the firm's experience in various types of bonds, such as short-term financing, general obligation bonds, revenue bonds, and others. The section also inquires about the firm's experience in negotiated underwritings of municipal bonds and the critical role of a financial advisor in a negotiated sale. The next section focuses on the firm's experience with major rating agencies and its strategy for maintaining the city's current ratings and ensuring success for future debt issues. It also asks for a representative example of a recent official statement for which the firm acted as a financial advisor. The document then asks about any involvement in arbitration or litigation and whether the firm has filed for reorganization or bankruptcy. It also requests information about any special knowledge or skills provided by the firm that may be relevant to the services requested. The proposed approach to the project is outlined in the next section, including a general description of the firm's understanding of the project and a detailed sample work plan. The firm is also asked to describe how it monitors municipal bond market conditions and how this information will be used to advise the city on bond marketing decisions. The document also asks for any additional or innovative services and products that the firm can provide related to a comprehensive bond financing program. It asks for proposed fees for various types of bond issues, including tax and revenue anticipation notes, general obligation bonds, water revenue bonds, sales tax revenue bonds, and others. The firm is also asked to state if the fees would vary based on the size or type of the bond issue. Other required information includes any exceptions to the RFP, measures taken by the firm to minimize adverse environmental impact, the firm's ability to accept electronic payments, and its policy on discrimination, apprenticeships, and drug testing. The document also mentions that oral interviews may be conducted with one or more prospective advisors.
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