Posted Date : November 19,2018
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : WRT-0966
Government Authority Located in Providence, Rhode Island; USA based organization looking for investment banking and underwriting services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment banking and underwriting services to serve as senior managing underwriter or co-senior managing underwriter for revenue bonds - historic structures tax credit financing bond program.
- Conduct, as appropriate, a detailed assessment of the financing structures for the bonds, including, but not limited to, the timing of the sale, maturity schedule, amortization structure and call provisions that provide the best value to the corporation,
- Run cash flows needed for the sale of bonds, based upon the agreed upon financing plan,
- Preparation and presentation of information regarding the financing plan and the corporation’s credit to the rating agencies, investors and other entities as needed,
- Attend working group meetings, conference calls and other related discussions as requested,
- Work closely with all other transaction professionals to ensure the financing schedule is followed,
- Analyze market conditions prior to, during, and after the sale of Bonds and advise the Corporation and its financial advisor with regard to market timing,
- Assume primary responsibility for all activities associated with marketing the Bonds, including developing a marketing plan and executing a marketing strategy to minimize the interest rates paid by the Corporation,
- Schedule and participate in, as required, all necessary informational meetings for prospective investors prior to the issuance of the Bonds,
- Manage the sale, direct the activities of the underwriting syndicate, run the books during the pricing and allocate the Bonds in accordance with industry practice and any objectives mutually agreed upon by the financing team,
- Provide pricing information and purchase the Bonds upon terms and conditions mutually acceptable to the Corporation and any co-managers,
- Supervise the closing of the transaction and the transfer of funds,
- Prepare a post-sale analysis to record market conditions, investor allocation of bonds, rates received by comparable issues at the time of sale and other necessary information as required by the corporation,
- Provide continuing and on-going secondary market support of the Corporation’s bonds after the closing of the transactions to the government authority located in Providence, RI.
(2) All questions must be submitted no later than November 13, 2018.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: November 20,2018
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
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Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : WRT-0966
Government Authority Located in Providence, Rhode Island; USA based organization looking for investment banking and underwriting services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment banking and underwriting services to serve as senior managing underwriter or co-senior managing underwriter for revenue bonds - historic structures tax credit financing bond program.
- Conduct, as appropriate, a detailed assessment of the financing structures for the bonds, including, but not limited to, the timing of the sale, maturity schedule, amortization structure and call provisions that provide the best value to the corporation,
- Run cash flows needed for the sale of bonds, based upon the agreed upon financing plan,
- Preparation and presentation of information regarding the financing plan and the corporation’s credit to the rating agencies, investors and other entities as needed,
- Attend working group meetings, conference calls and other related discussions as requested,
- Work closely with all other transaction professionals to ensure the financing schedule is followed,
- Analyze market conditions prior to, during, and after the sale of Bonds and advise the Corporation and its financial advisor with regard to market timing,
- Assume primary responsibility for all activities associated with marketing the Bonds, including developing a marketing plan and executing a marketing strategy to minimize the interest rates paid by the Corporation,
- Schedule and participate in, as required, all necessary informational meetings for prospective investors prior to the issuance of the Bonds,
- Manage the sale, direct the activities of the underwriting syndicate, run the books during the pricing and allocate the Bonds in accordance with industry practice and any objectives mutually agreed upon by the financing team,
- Provide pricing information and purchase the Bonds upon terms and conditions mutually acceptable to the Corporation and any co-managers,
- Supervise the closing of the transaction and the transfer of funds,
- Prepare a post-sale analysis to record market conditions, investor allocation of bonds, rates received by comparable issues at the time of sale and other necessary information as required by the corporation,
- Provide continuing and on-going secondary market support of the Corporation’s bonds after the closing of the transactions to the government authority located in Providence, RI.
(2) All questions must be submitted no later than November 13, 2018.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: November 20,2018
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$