Posted Date : May 20,2021
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : ACCT-11495
Government Authority located in Lenexa, Kansas; USA based organization looking for expert vendor for municipal financial advisor services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide municipal financial advisor services to the government authority located in Lenexa, KS.
- Serve as agency’s bond market expert, including tax-exempt and taxable markets, fixed rate and variable rate markets, and provide on-going analysis of current and upcoming trends and events in these areas.
- Confer, consult and work closely with agency finance and administrative staff, general counsel, bond counsel and other consultants as requested by agency on issues related to debt financing.
- With reasonable notice, attend all necessary and appropriate committee and board meetings of agency at which any proceedings are to be discussed or acted upon for the proper planning of the debt financing proceedings.
- Prepare, provide and oversee the structuring of the plan of financings including maturity schedules, call premiums, bond covenants and applicable escrow.
- Assist agency staff in the preparation of the preliminary official statement (POS) and official statement (OS). Work with the bond counsel to prepare notice of sale (NOS) and any other documents required for the sale of any securities.
- Coordinate the presentation and distribution of the preliminary official statement (POS), official statement (OS), notice of sale (NOS) and any other documents required for the sale of any securities. Field questions from prospective bidders.
- Assist agency staff as appropriate in communications with the bond rating agencies, bond reserve fund surety providers, bond insurance provider(s), escrow verification agent, escrow trustee, and underwriters to best represent the interests of agency.
- If securities are sold on a competitive basis, assist in the bid process, verify bids, and reallocate principal amounts if required. Whenever possible, it is agency’s preference that debt is marketed using the competitive bid process.
- If securities are sold on a negotiated basis: participate in the underwriting selection (including identifying firms), assist in the request for proposal, evaluate responses and comparative pricing evaluations, negotiate the pricing structure and allocations, enforce the co-manager participation goals, act as the liaison between the underwriting syndicate and the government.
- Advise the agency staff on reinvestment strategies for bond proceeds or any other funds related to the government’s financings and assist in the negotiation of final terms.
- Prepare a post-sale analysis report for the Board approval presentation that includes bid tabulation, discussion of bids to estimates, use of any premiums, and comparison to relevant peer community sales.
- Monitor outstanding debt portfolios and identify and evaluate opportunities to retire or refund outstanding bond indebtedness.
- The principal financial advisor designated and assigned to agency must be reasonably available for the purpose of providing services in a timely and effective manner.
- Financial advisors shall avoid actions and representation of other clients in a manner which will cause or result in a conflict of interest related to agency.
- Financial advisor represents that in providing the professional services they will solely represent agency's best interests.
- Documents prepared by the financial advisor for agency will be made available to agency in electronic form when reasonably requested by agency.
- As appropriate, the Financial Advisor’s work papers will be made available to agency upon request, and agency will retain the right to access the work papers while any of the debt instruments serviced by the financial advisor are outstanding or any legal proceedings are pending or in process.
- Provide other necessary or requested services generally expected of municipal advisors not listed above.
(2) All questions must be submitted no later than May 28, 2021.
[C] Eligibility:
- Onshore (USA Organization Only);
[D] Work Performance:
NA
Budget :
Deadline to Submit Proposals: June 04,2021
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
![]()
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : ACCT-11495
Government Authority located in Lenexa, Kansas; USA based organization looking for expert vendor for municipal financial advisor services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide municipal financial advisor services to the government authority located in Lenexa, KS.
- Serve as agency’s bond market expert, including tax-exempt and taxable markets, fixed rate and variable rate markets, and provide on-going analysis of current and upcoming trends and events in these areas.
- Confer, consult and work closely with agency finance and administrative staff, general counsel, bond counsel and other consultants as requested by agency on issues related to debt financing.
- With reasonable notice, attend all necessary and appropriate committee and board meetings of agency at which any proceedings are to be discussed or acted upon for the proper planning of the debt financing proceedings.
- Prepare, provide and oversee the structuring of the plan of financings including maturity schedules, call premiums, bond covenants and applicable escrow.
- Assist agency staff in the preparation of the preliminary official statement (POS) and official statement (OS). Work with the bond counsel to prepare notice of sale (NOS) and any other documents required for the sale of any securities.
- Coordinate the presentation and distribution of the preliminary official statement (POS), official statement (OS), notice of sale (NOS) and any other documents required for the sale of any securities. Field questions from prospective bidders.
- Assist agency staff as appropriate in communications with the bond rating agencies, bond reserve fund surety providers, bond insurance provider(s), escrow verification agent, escrow trustee, and underwriters to best represent the interests of agency.
- If securities are sold on a competitive basis, assist in the bid process, verify bids, and reallocate principal amounts if required. Whenever possible, it is agency’s preference that debt is marketed using the competitive bid process.
- If securities are sold on a negotiated basis: participate in the underwriting selection (including identifying firms), assist in the request for proposal, evaluate responses and comparative pricing evaluations, negotiate the pricing structure and allocations, enforce the co-manager participation goals, act as the liaison between the underwriting syndicate and the government.
- Advise the agency staff on reinvestment strategies for bond proceeds or any other funds related to the government’s financings and assist in the negotiation of final terms.
- Prepare a post-sale analysis report for the Board approval presentation that includes bid tabulation, discussion of bids to estimates, use of any premiums, and comparison to relevant peer community sales.
- Monitor outstanding debt portfolios and identify and evaluate opportunities to retire or refund outstanding bond indebtedness.
- The principal financial advisor designated and assigned to agency must be reasonably available for the purpose of providing services in a timely and effective manner.
- Financial advisors shall avoid actions and representation of other clients in a manner which will cause or result in a conflict of interest related to agency.
- Financial advisor represents that in providing the professional services they will solely represent agency's best interests.
- Documents prepared by the financial advisor for agency will be made available to agency in electronic form when reasonably requested by agency.
- As appropriate, the Financial Advisor’s work papers will be made available to agency upon request, and agency will retain the right to access the work papers while any of the debt instruments serviced by the financial advisor are outstanding or any legal proceedings are pending or in process.
- Provide other necessary or requested services generally expected of municipal advisors not listed above.
(2) All questions must be submitted no later than May 28, 2021.
[C] Eligibility:
- Onshore (USA Organization Only);
[D] Work Performance:
NA
Budget :
Deadline to Submit Proposals: June 04,2021
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$