Posted Date : October 05,2018
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : ACCT-5802
Government Authority located in Hartford, Connecticut; USA based organization looking for expert vendor for financial advisor services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide financial advisor services to the government authority located in Hartford, CT.
- Advise the authority on its overall approach to the authority’s student loan financings, including selection of competitive or negotiated structure, working with the authority’s staff, the office of the treasurer of the state the office of policy and management; the authority’s bond counsel, underwriter(s), rating agencies and other professionals involved in the authority’s student loan financings. assist the authority and bond counsel in the development of a new, updated bond
resolution, if applicable.
- Develop, maintain, and update cash flows that demonstrate the ability of student loan payments to support bond debt service throughout the life of the bonds and to support all related expenses. in connection with each bond offering, provide a letter stating that the cash flows are sufficient to provide for bond debt service and that no draw on the special capital reserve fund will be required. use the cash flows to test portfolio performance under various scenarios and to project the impact on the special capital reserve fund.
- As appropriate, assist in negotiated financings, including advice on the underwriter selection process, underwriter compensation and expenses, issue timing, syndicate policies, and issue size, price and structure.
- As appropriate, assist in competitive financings, including publication and distribution of the sale documents, communication with syndicates and verification of bids.
- Assist in developing and presenting information to the rating agencies.
- Assist in developing and implementing marketing plans in connection with the authority’s financings as needed.
- Evaluate proposals on new products, new financing structures, refunding opportunities and other financing ideas.
- Assist in the review and analysis of state and federal legislation pertaining to student loan financings.
- Assist in special projects including new program development (such as loan consolidation programs), as assigned.
- Provide recommendations on the management of the authority’s debt including, but not limited to, refunding opportunities, bond fund investments, asset and liability strategies, bond documentation and disclosure.
- At the option of the authority, act as bidding agent or broker in connection with the investment of authority agency and bond funds.
- Provide feedback on tax-related matters.
(2) All questions must be submitted no later than October 22, 2018.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Not Applicable
Budget :
Deadline to Submit Proposals: October 22,2018
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 : ACCT-5802
Government Authority located in Hartford, Connecticut; USA based organization looking for expert vendor for financial advisor services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide financial advisor services to the government authority located in Hartford, CT.
- Advise the authority on its overall approach to the authority’s student loan financings, including selection of competitive or negotiated structure, working with the authority’s staff, the office of the treasurer of the state the office of policy and management; the authority’s bond counsel, underwriter(s), rating agencies and other professionals involved in the authority’s student loan financings. assist the authority and bond counsel in the development of a new, updated bond
resolution, if applicable.
- Develop, maintain, and update cash flows that demonstrate the ability of student loan payments to support bond debt service throughout the life of the bonds and to support all related expenses. in connection with each bond offering, provide a letter stating that the cash flows are sufficient to provide for bond debt service and that no draw on the special capital reserve fund will be required. use the cash flows to test portfolio performance under various scenarios and to project the impact on the special capital reserve fund.
- As appropriate, assist in negotiated financings, including advice on the underwriter selection process, underwriter compensation and expenses, issue timing, syndicate policies, and issue size, price and structure.
- As appropriate, assist in competitive financings, including publication and distribution of the sale documents, communication with syndicates and verification of bids.
- Assist in developing and presenting information to the rating agencies.
- Assist in developing and implementing marketing plans in connection with the authority’s financings as needed.
- Evaluate proposals on new products, new financing structures, refunding opportunities and other financing ideas.
- Assist in the review and analysis of state and federal legislation pertaining to student loan financings.
- Assist in special projects including new program development (such as loan consolidation programs), as assigned.
- Provide recommendations on the management of the authority’s debt including, but not limited to, refunding opportunities, bond fund investments, asset and liability strategies, bond documentation and disclosure.
- At the option of the authority, act as bidding agent or broker in connection with the investment of authority agency and bond funds.
- Provide feedback on tax-related matters.
(2) All questions must be submitted no later than October 22, 2018.
[C] Eligibility:
- Onshore (USA Only);
[D] Work Performance:
Not Applicable
Budget :
Deadline to Submit Proposals: October 22,2018
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$