Posted Date : June 18,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : ACCT-7264
Government Authority located in Bay City, Michigan; USA based organization looking for expert vendor for independent financial advisory services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
Vendor needs to provide independent financial advisory services to the government authority located in Bay City, MI.
- The financial advisor must provide expert advice through each stage of the financing process, assist in the development of a complete financial plan and bond marketing strategy in cooperation in order to arrive at the final amount, type, and terms of bonds to be sold, evaluate legal approaches permitting various financing structures and propose financing methods, with emphasis on innovation, to be considered for accomplishing objectives, this will be done in conjunction with
city staff and bond counsel,
- Prepare and supply the bond specifications to the bond attorney detailing maximum interest rate parameters, maturities, early call provisions and other technical items to ensure the city receives the lowest possible interest rate at the time of sale,
- Assist bond counsel in assuring that all possible provisions are made that will produce the most advantageous sale of the city’s bonds,
- Assist in the preparation of complete information to bond rating agencies to result in the most attractive credit ratings possible, the financial advisor may be expected to direct any face-to-face presentations to the rating agencies as may be necessary to secure the best ratings,
- Assist in soliciting competitive bids for ancillary services such as paying agents, printers, and insurance as may be required,
- Advise on the conditions of the municipal note market and on the time for the marketing of the bonds in order to obtain a sale on the best terms available,
- Manage competitive and negotiated sale processes, arrange for advertising and pre-marketing of issue, in the event of a negotiated offering, assist in negotiating appropriate terms, reviewing spreads, comparing deals, analysing market levels, and clarifying syndicate roles with the selected underwriter,
- Assist with printing and delivery of the bonds and furnish a schedule of principal and interest costs based on the coupon rates specified by the purchases,
- Provide continuing services such as rendering advice and services and to bond purchasers, making pertinent information available on the financing,
- Compute arbitrage rebate or penalty computations and assist with related federal tax filings.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: July 17,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
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Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : ACCT-7264
Government Authority located in Bay City, Michigan; USA based organization looking for expert vendor for independent financial advisory services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
Vendor needs to provide independent financial advisory services to the government authority located in Bay City, MI.
- The financial advisor must provide expert advice through each stage of the financing process, assist in the development of a complete financial plan and bond marketing strategy in cooperation in order to arrive at the final amount, type, and terms of bonds to be sold, evaluate legal approaches permitting various financing structures and propose financing methods, with emphasis on innovation, to be considered for accomplishing objectives, this will be done in conjunction with
city staff and bond counsel,
- Prepare and supply the bond specifications to the bond attorney detailing maximum interest rate parameters, maturities, early call provisions and other technical items to ensure the city receives the lowest possible interest rate at the time of sale,
- Assist bond counsel in assuring that all possible provisions are made that will produce the most advantageous sale of the city’s bonds,
- Assist in the preparation of complete information to bond rating agencies to result in the most attractive credit ratings possible, the financial advisor may be expected to direct any face-to-face presentations to the rating agencies as may be necessary to secure the best ratings,
- Assist in soliciting competitive bids for ancillary services such as paying agents, printers, and insurance as may be required,
- Advise on the conditions of the municipal note market and on the time for the marketing of the bonds in order to obtain a sale on the best terms available,
- Manage competitive and negotiated sale processes, arrange for advertising and pre-marketing of issue, in the event of a negotiated offering, assist in negotiating appropriate terms, reviewing spreads, comparing deals, analysing market levels, and clarifying syndicate roles with the selected underwriter,
- Assist with printing and delivery of the bonds and furnish a schedule of principal and interest costs based on the coupon rates specified by the purchases,
- Provide continuing services such as rendering advice and services and to bond purchasers, making pertinent information available on the financing,
- Compute arbitrage rebate or penalty computations and assist with related federal tax filings.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: July 17,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$