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Financial Advisor Services


Location
Wisconsin
Publication Date
05/29/2019 03:26 PM EDT
Closing Date
06/21/2019 03:00 PM EDT
Issuing Organization
County of Outagamie
Solicitation Number
Description

Specifications include, but are not limited to: A. Financing Plan 1. Make recommendations to the County for structuring any proposed debt issues including amortization schedule, term, discount, call features, etc. Discuss various alternatives and recommend the best alternative considering the County’s current outstanding debt. Make recommendations to enhance bond marketability and reduce issuance costs. Review industry trends that may affect tax‐exempt debt issuance. B. Debt Related Services 1. Prepare the Preliminary Official Statement (POS) and Official Statement (OS) as required by the County. Provide a camera‐ready copy of the POS and OS (and proofing of the same). Coordinate review of the POS and OS with the County’s outside auditors and bond counsel, as needed and/or required. The County will assist in the preparation of information in both the POS and OS; however, the Financial Advisor will be specifically responsible for the creation of the POS and OS and for developing the appendix related to indirect (underlying) debt and for the current and future debt service schedules for the County, incorporating the new issue being recommended.

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