Government Contract | California
On-Call Financial Advisory Services

Bid Information

Bid Alert No: 00000937950

Bid Title: On-Call Financial Advisory Services

Agency Bid No. Title: Not Stated

Received Date: 04/27/2017

Close Date: 05/19/2017

Purchase Type: Not Stated

Delivery Point: San Carlos, California

Delivery Date: Not Stated

Special Notices: Questions Due By 05/12/2017 05:00 PM


Specifications include, but are not limited to:1. Requested financial advisory services may include, but are not limited to,assisting the City and the Successor Agency to: Review the City's long-range financing needs, particularly with respect to itscapital improvement program, and develop alternative strategies for meetingthose needs. Provide advice on and, where required, produce related documentation,financial analysis and marketing materials (including a community survey),and manage the process for potential tax and ballot measures. Analyze and interpret legislation for economic or financial opportunities orimpacts for the City and Successor Agency. Analyze and interpret complex business plans and financial proposals made tothe City. Present alternative strategies for managing the Citys and the SuccessorAgencys current or future debt to achieve the best value for taxpayers. Researching, analyzing and presentation of alternative options for theinvestment of City and Successor Agency funds. Preparation of Board staff reports for approval of City or Successor Agencyfinancing / refinancing, and presentation to City Council where required.2. The Firm may also be called upon to assist with the issuance of bonds orobtaining other debt financing by, but not limited to, the following: Advising on the essential features of the bond or other financing structure. Providing market analysis and information to determine the best method ofsale or course of action for the City or Successor Agency. Assisting with or preparing requests for proposals as appropriate for otherprofessional services needed to carry out the financing. Participating in the preparation of offering or other documents needed for thefinancing. Preparing of presentations for rating agencies. Negotiating bond pricing and interest rates with underwriters. Coordinating the bidding for bonds in a negotiated sale, and preparing theOfficial Statement to be used for the sale of bonds. Managing the funding process by working with the Finance team (and legalcounsel where necessary) to facilitate an effective bond sale and delivery ofproceeds. Providing post-sale advice on proceeds investments.3. Preparation and submittal of required reports and documents for compliance withcurrent or future bond covenants.

Bid Related Documents

Download Solicitation Notice

Product Codes: 96149, 94648

Agency Information

Issuing Agency: City of San Carlos

State: California

Agency Type: State and Local

Contact: Carrie Tam, Finance Division City Hall, 600 Elm Street, San Carlos, California, 94070




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