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Bid Title: Request for Qualifications Statement for Financial Advisor
Category: City of West Lake Hills Invitation to Bid
Status: Closed


The City Council and Administration perceive that the financial advisor's services include, but not be limited to, the usual and necessary services, advice, and assistance in connection with the issuance, sale, and delivery of general or certificate obligation bonds as well as advice and assistance in the following areas:

  1. Assist in the survey and analysis of the City's financial resources in light of projected revenue and existing indebtedness, including a study of the City's existing debt structure and trend of assessed valuation, taxing ability and present and future tax requirements.
  2. Assist in the analysis and preparation of options for the financing of recommended projects.  Such assistance shall include assessment of all possible funding sources, including local, state and other sources.
  3. Assist administration and City Council in planning and preparing for a bond election, if determined to be necessary, including consultations with a local bond committee if one is established for the purpose of promoting the passage of a bond issue.  If a bond election is determined to be necessary, assist in the decision to sale the bonds on a competitive or negotiated basis.
  4. On-site consultation with and presentation to City Council, administration, and/or various committees throughout the bond process.
  5. On-going advice from time to time regarding new developments in the municipal bond industry as they affect the City's current and projected long term debt financing.
  6. Advise administration on investment options for bond proceeds and assist with execution of investment selections.
  7. Advise on compliance with bond covenants.

Publication Date/Time:
12/15/2017 4:00 PM
Closing Date/Time:
1/29/2018 2:00 PM
Related Documents:

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