Specifications include, but are not limited to: The scope of services to be provided by the financial advisor may include one or more of the following services for each financing project or task to be performed. a) Policy guidance and procedural advice – assist the County in its overall approach to the subject financing, making recommendations on policy and procedures to follow to minimize risk, maximize services to citizens, and ensure prudent fiscal management; b) Development of a financing plan delineating the purpose of the financing, its structure, and including recommendations on the method of sale, ratings, bond sizing, insurance, etc. c) Implement competitive financings, including production of preliminary and final official statements, and publication and distribution of sale documents; d) Advise the County in negotiated financings, including production and distribution of Requests for Qualifications (RFQs) and Requests for Proposals (RFPs), production of preliminary and final offering memorandum, advising on issue pricing, discussions with underwriters, and publication and distribution of sale documents;
