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ACCT-14151 - USA (Charleston, West Virginia) - Independent Financial Advisory Services - Deadline June 7,2022

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: ACCT-14151

Government Authority located in Charleston, West Virginia; USA based organization looking for expert vendor for independent financial advisory services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide independent financial advisory services on a broad range of issues in the area of public finance to the government authority located in Charleston, WV.
- Advise the state on general market conditions and outlook for financings, including: the issuance of bonds and other financing instruments, marketability, refunding opportunities, debt affordability, budgeting of debt service, and investor preferences.
- Advise the state on alternative mechanisms to finance projects, such as the use of public-private partnerships and securitization of revenue streams.
- Advise the state on rating agency matters and strategies for rating agency meetings, including: preparing material for rating agency visits or calls, or meetings; identifying the identity and background of rating agency personnel and a synopsis of their likely concerns and questions; preparing the state participants, including providing outlines of talking points to be made by each state presenter.
- Develop and maintain a model of all of the state's outstanding debt issuances on a maturity-by maturity basis, with all relevant descriptive information for each maturity to allow, among other purposes, for graphical depictions of the state's debt profile, and scenario analyses of the impact of future debt issuance and for use in state budgeting processes and official statements.
- Maintain and regularly update a "refunding screen" which uses current municipal bond and reinvestment rates, as well as call option values, to provide a maturity-by maturity listing of refunding candidates, rank-ordered by present-value savings both in dollars and as a percentage of refunded principal.
- Present on proposed bond issues and financings to rating agencies and potential purchasers of the securities.
- Provide the state with any training, newsletters, and other informational material routinely provided to clients or on request as necessary to enhance state capacity for financing-related activities.
- Advise on the amount, timing, and nature of borrowings, as well as the credit structure, maturity schedule, call provisions and other items, as needed.
- Assist in preparation of official statements, notices of sale, bond documents and other appropriate information to prospective bond and note investors.
- Assist in preparing and presenting timely and adequate information on proposed financings and the state's finances and operations to the bond rating agencies and institutions providing credit enhancement.
- Evaluate the terms and recommendation of acceptance, rejection or renegotiation with respect to sale bids or final pricing.
- Participate in meetings related to debt offerings including due diligence, rating agency presentations, pricings, and closings.
- Review proposed rules, proposed legislation, and other documents relating to the state's financing programs.
- Resolve issues regarding the sale and issuance of bonds that are raised by prospective purchasers, rating agencies, or public officials.
- Participate in public forums as the state's financial advisor to explain financial aspects of borrowings or debt.
- Analyze various financing proposals that are presented by state and local agencies, investment bankers, and other outside entities.
(2) All questions had been submitted no later than May 25, 2022.
(3) Contract term will be one year.

[C] Eligibility:

- Onshore (USA Organization Only);

[D] Work Performance:

NA

Expiry Date : Tuesday, 7 June, 2022

Question Answer Deadline : Wednesday, 25 May, 2022

Category : Auditing, Finance and Accounting

Country : USA

State : West Virginia

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