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ACCT-15664 - USA (Louisville, Kentucky) - Municipal Advisor Services - Deadline February 27,2023

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: ACCT-15664

Government Authority located in Louisville, Kentucky; USA, based organization looking for expert vendor for municipal advisor services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide municipal advisor services to the government authority located in Louisville, KY.
- Recommend sizing, timing, structuring, maturity schedules, types of bonds, coupon rates, registration, call features, etc.
- Coordinate and prepare all official statements, advertisements, bond calendar, and notice of sale for bond issue in conjunction with bond counsel and the Board of directors.
- Assist at bond closings and coordinate the printing, signing, and delivery of bonds as well as expedite the transfer of funds.
- Assist with the preparation of cash flow forecasts for proposed bond issues addressing debt service requirements and sources of funding including compliance with arbitrage requirements. Perform debt affordability studies, including key debt ratios.
- Develop working relationship with trustees, paying agents, remarketing agents, and other financial intermediaries, including bond counsel
- Assist in negotiating rates, management fees, bond discount, expenses associated with a negotiated sale. Assist in negotiation of expenses associated with a competitive sale.
- Coordinate applications for credit ratings in order to obtain the highest possible credit rating; specifically, by maintaining open communication with rating agencies regarding and preparing presentation packages. Prepare applications for bond insurance, letter of credit, and other credit enhancement devises. Analyze the savings, which will result from the use of recommended credit enhancement devices. Develop and recommend strategies to maintain and improve credit ratings.
- Advise on proposed and actual changes in tax laws and changes in financial markets that could affect the bond financing plans. Identify new strategies and initiatives to enhance debt performance and lower costs.
- Consult with and its financial personnel, as needed, regarding various financing options including, but not limited to, funding.
- Provide investment advice relative to individual bond issuances.
- Analyze and recommend strategies to reduce financial risks associated with bond and swap portfolio including the following risks: market access, counterparty, basis, market-to market, collateral, and liquidity. Assist in the identification of financing alternatives and recommend adjustments where appropriate.
- Provide and interpret market information including interest rates, debt issuance and current information on financial trends in the municipal debt markets as needed.
- Assist in analysing potential issues and developing alternatives relating to existing bond holders that could arise from entering into new ventures including acquisitions, consolidations, partnerships, etc.
- Act as an expert witness or spokesperson before governmental bodies, organizations, or public forums including board and committee meetings.
- Advise on its commercial paper program.
(2) A pre-bid meeting will be held on January 30, 2023.
(3) All questions must be submitted no later than February 6, 2023
(4) the contract will be one year.

[C] Eligibility:

- Onshore (USA Only)

[D] Work Performance:

- Performance of the work will be Onsite and Offsite.

Expiry Date : Monday, 27 February, 2023

Pre-proposal Conference Date : Monday, 30 January, 2023

Question Answer Deadline : Monday, 6 February, 2023

Category : Auditing, Finance and Accounting

Country : USA

State : Kentucky

Cost to Download This RFP Document : $ 5

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