Through this RFP process, the Authority will retain one or more investment banking firms experienced in municipal bond financing to provide underwriting services. Services include, but are not limited to, the following: • Serve as senior manager or co-manager to implement and execute a successful bond transaction. • Make recommendations on all aspects of the financing transaction, including the timing of the sale of bonds, marketing, call provisions, and other structuring considerations. • Assist with investor relations, including accessing new buyers, market sectors, innovative strategies, and developing an investor presentation. • Create a rating agency presentation with strategies focused on upgrading credit ratings. • Identify, evaluate, and explain the benefits and risks of alternative financing structures. • Develop a comprehensive marketing plan, including identifying potential investors to achieve the lowest possible borrowing cost. • Assist in pre-sale marketing and development of price views • Provide for effective institutional and/or retail distribution of the bonds • Commit firm capital to underwrite unsold balances as necessary • Provide as-needed financial information regarding market conditions and trends, financial products, credit and credit analysis, third-party alternative financings, and special facility financings.
