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11-2268 Authorizing Cooperative Purchase from Dunlap & Associates for Financial Advisory Services
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11-2268 Authorizing Cooperative Purchase from Dunlap & Associates for Financial Advisory Services
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City Clerk
City Clerk - Doc Type
Resolutions
City Clerk - Date
6/27/2011
Doc Number
11-2268
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c. Coordinate with bond counsel the preparation of authorizing resolutions and other documents <br />involved in the sate of bonds or other methods of financing. The Consultant will also assist in <br />publicizing the issue in advance with an Official Statement, Notice of Sale, )aid Forms and such <br />other means necessary and advisable to develop nationwide public and institutional interest. <br />d. Assist the City in meeting full disclosure requirements and conforming to suggested guidelines <br />when preparing the Official Statement either as an advisor or principal author, <br />e. Distribute the Official Statement to potential purchasers of the City's securities across the nation, <br />Directly contact those lead underwriters most likely to be syndicate managers. Maximize efforts <br />to market the Client's debt issuance most effectively. <br />f. Conduct informational meetings with the investment community, including investment bankers <br />(dealers and dealer banks) and inMitutional investors (banks, bank holding companies, and <br />in companies) in New York and elsewhere, if necessary, to establish bidding interest on <br />this offering. <br />g. Advertise the, bond sate in nationally prominent financial publications, in addition to coordinating <br />local publication requirements. <br />h. Attend the bid opening to assist with tlue verification and evaluation of bids and recommend the <br />most favorable bid for award. <br />3. Bond Closing Phase <br />a. Direct bond closing details, including coordination with bond counsel, printer, underwriter and <br />Insurance companies to promptly execute the closing of the financing, <br />b, fuunistu reinvestment nnalysis to maximize earnings from investing bond proceeds. Assisting <br />staff and the architect/engineer in draw -down of funds, <br />c. Direct, coordinate and supervise preparation of the transcript and provide the Client with bond <br />and interest debt sct�vice schedules showing required semi- annual payments and other infornuntion <br />relevant to the completed financing. <br />d. Solicit bids on investment of idle fiends, if requested. <br />B. General Services ; <br />1. Provide quarterly updates oil market conditions, financial products and structures and review of <br />,outstanding debt for potential refiundings. Interact with the City Administrator, City Attorney, <br />Director of Finance, CRA rxeeutive Director, Utilities Director, and if applicable, the Mayor and the <br />City Commission, u <br />2. At least sami- annually, or as often as requested by the City and/or any rating agencies, the Consultant <br />will facilitate ilia City in updating the rating agencies on any current events and any other economic <br />information of the City in order to keep the rating agencies breast out the condition of the City. <br />3. Facilitnte the City on any required bond and loan coverage tests, anti- dilution test as required by loan <br />documents or as requested by rating agencies. <br />A. Consultant, in addition to ilia quarterly meetings, will attend periodic meetings as requested by City <br />far general items that may not result in a bond financing, <br />C. Nyork Products, The Consultant shall provide the Following work products for each competitive and <br />negotiated debt offering, <br />11 <br />
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