The proposer will provide services typically provided by a financial advisor to an entity such as the State, which will include, but may not be limited to, the following: a) Assisting the State in revising the State’s debt policies; b) Advising the State on continuing matters relating to its overall debt management including actions to be taken by the State to improve the credit ratings of the State and ongoing financial reporting and compliance activities; c) Analyzing financing alternatives for the State; d) Comparing the debt management practices of the State of Alabama with that of other states and to make recommendations for improvements; e) Advising the State on developing a comprehensive, long-range capital plan; f) Preparing analyses and evaluations of potential refundings and new money issues, to include cost benefits of purchasing credit support; coordinating team communications and activities; providing document review; participating in due diligence and disclosure activities; reviewing underwriter’s analysis related to sizing, structure, and flow of funds; allocation; and advising on pricing and lead post-closing review...
