ACCT-7599 - USA (Waukesha, Wisconsin) - Financial Advisory Services - Deadline September 24,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: ACCT-7599

Government Authority Located in Waukesha, Wisconsin; USA based organization looking for expert vendor for financial advisory services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide independent financial advisor services include advice and assistance with respect to planned debt issuances and/or possible refunding opportunities but not limited to, the following:
- structuring the proposed debt issues including amortization schedule, term, premium, discount, call features, etc, Review industry trends that may affect tax-exempt debt issuance,
- The Financial Advisor will generally appear before the Finance Committee twice per issue; once to outline the proposed debt issue as noted above, and once to present the final results of the bond sale,
- The Financial Advisor will be specifically responsible for developing the appendix related to indirect (underlying) debt and for the debt service schedule,
- Also, the Financial Advisor will be responsible for compiling a list of major employers (i.e., by number of employees working for the county) for inclusion in the POS and OS,
- Provide on-going debt planning and management assistance to the County, including analysis of opportunities for refunding existing debt,
- Municipal Advisor for a debt issue are prohibited from serving as an underwriter on that issue, etc. to the government authority located in Waukesha, WI.
(2) All questions must be submitted no later than September 10, 2019.

[C] Eligibility:

Onshore (USA Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Tuesday, 24 September, 2019

Question Answer Deadline : Tuesday, 10 September, 2019

Category : Auditing, Finance and Accounting

Country : USA

State : Wisconsin

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