The representative services that the senior underwriter will be expected to provide during the term of this engagement will include, but are not limited to, the following: 1. Assist in the preparation and evaluation of alternative financing scenarios. 2. Attend meetings in person at the District as requested. RFQ for Underwriting Services For Cuyahoga Community College District, Ohio page 4 3. The District and the District’s municipal advisor will be responsible for preparing all rating agency materials. The selected senior managing underwriter will be expected to be present during rating discussions. 4. Assist in preparation, printing and dissemination of the preliminary and final official statement and other necessary disclosure documents. 5. Assume primary responsibility for all activities associated with marketing of securities including the development and execution of a suitable marketing plan. 6. Prepare pre-pricing materials and assist with the development of a suitable financing structure. 7. Conduct adequate and suitable due diligence including a review of the District’s post issuance compliance with regarding to its 15c2-12 obligations. 8. Underwrite the general obligation unlimited tax refunding bonds. 9. Assist in the preparation and execution of closing documents associated with the financing, and in closing the transaction and transfer of funds. 10. By closing, prepare a post-pricing summary book summarizing market conditions, orders, and allotments of bonds and terms of the finalsale, including pricing results and comparable issues. 11. Provide post-sale and other related services as requested. Co-Managing underwriters will be expected to assist the Senior Managing Underwriter in all aspects of the marketing, distribution and sale of the Bonds.
