ACCT-14149 - USA (Greenville, North Carolina) - Financial Advisor Services - Deadline June 10,2022

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: ACCT-14149

Government Authority located in Greenville, North Carolina; USA based organization looking for expert vendor for financial advisor services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

Vendor needs to provide financial advisor services to the government authority located in Greenville, NC.
- Financial Advisors will be expected to provide comprehensive advisory services related to the structuring, marketing, selling, and underwriting of debt. This shall include, but may not be limited to the following:
- Serve as the coordinator between all members of the financing working group to ensure timely and effective communication.
- Assist in developing all necessary approval documents including but not limited to items and Board of Commissioners.
- Participate and provide feedback in bond document review and due diligence sessions.
- Assist in developing rating agency strategies related to maintaining or improving existing credit ratings.
- Provide information regarding issues, trends, and practices that may be relevant to a financing.
- Provide assistance in creating amortization schedules and other information to assist in maintaining models at the individual utility and combined enterprise level.
- Analyze the cost and benefit of different bond structuring and pricing options. This includes, but is not limited to fixed rate versus variable rate bonds, callable versus non-callable, and par versus discount/premium bonds.
- Participate in pricing discussions and provide recommendations to ensure utilizing the most efficient couponing strategy.
- Participate in reviewing the underwriter’s quantitative analysis related to the bond sizing, structure, refunding analyses, and flow of funds.
- Provide timely market information and comparative sale information in advance of a bond sale.
- Advise on takedowns proposed by the underwriter.
- Assist in reviewing the underwriter’s proposed allocation of bonds.
- Assist in competitive financings, as needed.
- Provide comments on continuing disclosure undertakings.

[C] Eligibility:

Onshore (USA organization Only)

[D] Work Performance:

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

Expiry Date : Friday, 10 June, 2022

Category : Auditing, Finance and Accounting

Country : USA

State : North Carolina

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