Specifications include, but are not limited to: The District intends to hire one underwriter for this proposal. The underwriter shall perform the following services as directed by the District. 1. Propose structuring alternatives and innovations that minimize the cost of capital while maintaining future financing flexibility. 2. Prepare schedules based on alternative structures. 3. Adhere to the District’s financing schedules and calendar of events. 4. Prepare pricing memos, discuss marketing conditions, compile market comparables, and prepare preliminary pricing scales,(if applicable: syndicate rules, syndicate price views) and marketing compensation. 5. Assist in the drafting and review of relevant documents. 6. Identify the market and potential investors that are most likely to purchase any and all securities offered at rates most favorable to the District. 7. Conduct bond sale conference calls. 8. Assess market conditions and investor demand and their impact on the economics and/or optimal timing of the District’s financing. 9. Market and distribute bonds. 10. Commit capital as necessary to maintain the lowest possible interest rates for the District. 11. Execute a bond purchase agreement. 12. Provide post-pricing analysis including pricing, orders, allotments, designations, etc.
