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ID:33189381
大小:87.50 KB
页数:6页
时间:2019-02-21
《banning unified school district禁止学区》由会员上传分享,免费在线阅读,更多相关内容在应用文档-天天文库。
1、BANNINGUNIFIEDSCHOOLDISTRICTREQUESTFORPROPOSALS(RFP)FINANCIALADVISORI.INTRODUCTIONBanningUnifiedSchoolDistrictissolicitingproposalsforbondunderwritingservices.ThefinancialadvisorwillsupporttheDistrictinthesalesofvoterapprovedbondsformiscellaneouscapitalimprovementproj
2、ects.TheDistrictcurrentlyhasavoterapprovedGeneralObligationBondcapacityof$63million.Ofthat$63million,$35.5millioninbondshavebeenissuedinSeriesAandB.TheDistricthas$25.5millioninunusedcapacity.II.SCOPEOFSERVICESFinancialadvisorservicestobeprovidedinconjunctionwiththefun
3、dingofabond,andtheDistrict’scurrentdebtstructureincluding,butnotlimitedto,thefollowing:1.PrepareofficialstatementsorothernecessaryfinancingdocumentstoprovidethemarketwithtimelyandaccurateinformationabouttheDistrictanditsfinancialsituation,withthehelpoftheBusinessOffic
4、e.2.Assistincommunicatingwithratingagenciesandaddressingtheirrequirements.3.Makerecommendationsregardingtheconditionsandformofbondsales.4.Assistintheclosingofthetransaction(s)ifnecessary.5.Preparebondamortizationschedulesatthelevelnecessarytocalculatefuturedebtservice
5、paymentsandsatisfyaccounting,budgetaryandborrowingrequirements.6.Assistinthepostofferingresponsibilitiesforeachsale,includingensuringcompliancewithcontinuingdisclosurefilingrequirementsandprovidingapost-transactionsummaryreport.7.Prepareotherfinancialanalysisthatmaybe
6、utilizedbytheDistrict.8.AttendmeetingsconcerningthefinancingasrequestedbytheDistrict.9.ProvideconsultationandadviceuponrequestbytheDistrict.10.AssistDistrictasnecessaryintheselectionofothermembersofthefinancingteam.61.WorkcloselywithDistrictstaff,bondcounsel,disclosur
7、ecounsel,underwriterandothermembersofthefinancingteam.2.Performsuchotherfunctionsnormallycontemplatedtobewithinthescopeofafullyqualifiedfinancialadvisor.I.PROPOSALTheProposalshallincludethefollowing:1.Letterofinterestthatcontainsthefullnameandaddressofthefirmandthenam
8、eandtitleoftheleadprofessionalpersonneltobeassignedtotheDistrict’saccount.2.AnExecutiveSummary3.Descriptionofthefirm’squalif
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