ACCT-8571 - USA (Santa Fe, New Mexico) - Financial Advisor Services - Deadline March 10,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: ACCT-8571

Government Authority located in Santa Fe, New Mexico; USA based organization looking for expert vendor for financial advisor services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide financial advisor services to the government authority located in Santa Fe, NM.
A. Sizing of Bonds
- Coordinate with the agency to determine the size and timing of an upcoming transaction.
- Explore and model several structural alternatives within your existing debt service structure.
- Analyze the cost-benefit of credit enhancement.
B. Issuance of Bonds
- Coordinate with agency bond counsel the timetable for bond issuance, and will be responsible for the management of debt transactions issued by the agency.
- Coordinate with agency bond counsel in the preparation of all necessary resolutions, notices, and certificates, publication of all legal notices an any other tasks required for the successful sale and delivery of the bonds.
- Oversee and advise on the development by disclosure counsel, for review and approval by the agency, of preliminary and final official statements relating to any bonds that may be offered for sale to be supplied to prospective buyers of bonds. Arrange for distribution of the preliminary official
statements and official statements to a comprehensive list of prospective underwriters, banks and financial institutions, and furnish the agency with a reasonable supply of such documents.
- Coordinate with agency bond counsel to prepare and structure the debt service schedule for the bonds to be sold and issued in conformance with the state of New Mexico fiscal year structure and standards in the municipal securities industry upon which all bids will be solicited.  C. Credit Rating Management
- Work with the appropriate State agencies and agency staff to manage the agency relationship with the national rating agencies.
- On an ongoing basis, meet with the senior rating analysts at the national rating agencies and provide such analysts with information required with regard to the agency financings. Make all efforts and take all necessary actions to maintain or improve the credit ratings of the agency, and be
responsible for advocating for rating upgrades, and for providing ongoing and timely feedback to agency staff on credit issues facing the agency and recommendations with respect appropriate actions.
- Plan and manage meetings with agency staff and the rating agencies. Plan and structure the individual meetings and prepare appropriate meeting agendas and materials.
(2) All questions must be submitted no later than February 26, 2020.
(3) A distribution list response will be due on February 21, 2020.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Not Applicable

Expiry Date : Tuesday, 10 March, 2020

Question Answer Deadline : Wednesday, 26 February, 2020

Category : Auditing, Finance and Accounting

Country : USA

State : New Mexico

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