Government Contract | Virginia
Financial Advisory Services: Annual Contract

Bid Information

Bid Alert No: 00000562271

Bid Title: Financial Advisory Services: Annual Contract

Agency Bid No. Title: 2016-04-02

Received Date: 05/06/2016

Close Date: 06/03/2016

Purchase Type: June 30, 2018 through June 30, 2021

Delivery Point:

Delivery Date: Not Stated


Specifications include, but are not limited to:SCOPE OF WORK2.1 Required ServicesThe Advisor shall provide the following financial advisory services, which may be required by theCounty or the Economic Development Authority of Caroline County, Virginia (hereinafter calledthe EDA):A. Provide pertinent advice and counsel for the duration of this contract concerningdevelopments in the financial community in general and municipal finance in particular,to enable the County and its related organizations to remain in the best possible financialposture.B. Assist in the establishment and review of financial policies, with particular emphasis ondebt policy guidelines, and offer suggestions for inclusion, deletion and changes toexisting limitations that would better position the County and its related organizations forthe future.C. Work with County staff and the Board of Supervisors in developing options, plans andstrategies for financing planned capital improvements, taking into consideration costs andthe effects that various alternatives have on the Countys financial standing.D. Provide debt affordability analysis to permit matching of existing and proposed debtservice requirements with available resources.E. Develop necessary time schedules to assure that all work associated with the issuanceof bonds and notes is initiated and completed in a timely manner.F. Provide advisory services related to the issuance of debt, including but not limited to:1) Assist in the selection and formation of the financing team, including preparing a listof services required of the underwriter, trustee, verification agent and otherprofessionals, as agreed upon

Bid Related Documents

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Product Code: 94648

Agency Information

Issuing Agency: County of Caroline

State: Virginia

Agency Type: State and Local

Contact: 212 N. Main Street, P.O. Box 447, Bowling Green, Virginia, 22427



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