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Reso 2017-2669
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Reso 2017-2669
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Last modified
4/5/2017 10:44:33 AM
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4/5/2017 10:43:38 AM
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CityClerk-Resolutions
Resolution Type
Resolution
Resolution Number
2017-2669
Date (mm/dd/yyyy)
03/16/2017
Description
Agmt w/ PFM Financial Advisors, LLC for Financial Advisory Services.
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Miami-Dade County,FL i RFQ No.00008 <br /> e) Prepare number runs in advance of resolution submittal to committee and Board of County Commission regular <br /> meeting; <br /> • <br /> 4) Prepare pre-pricing analyses in advance of pricing and prepare final report after pricing; <br /> • <br /> 5) Provide a certificate at closing which will confirm that the County received a market price on the transaction at the time of <br /> pricing; <br /> 6) Prepare a timetable for each bond issue and assist the County in coordinating all meetings and conference calls; <br /> 7) Provide advice and assistance to the County and to bond counsel in the preparation of the necessary bond authorizing <br /> ordinance or ordinances and other proceedings; <br /> 8) Assist with validation of the bonds through preparation of financial tables and exhibits and the presentation of testimony <br /> when necessary; <br /> 9) Provide advice and assistance to the County and disclosure counsel as to preparation and composition of the preliminary <br /> and final official statements, so as to make the most favorable full and accurate disclosure to the rating agencies and <br /> investing public; <br /> 10) Provide a recommendation on the need for municipal bond insurance and request, receive and evaluate quotes, when <br /> applicable, for municipal bond insurance, and make recommendations to the County as to which quote should be <br /> accepted; <br /> 11) Provide a recommendation on whether to cash fund or use a surety reserve policy to fund the reserve requirement and <br /> request, receive and evaluate quotes, when applicable, for reserve fund surety, and make recommendations to the <br /> County as to which quote should be accepted; <br /> 12) If applicable,solicit bids for escrow securities in refunding transactions; <br /> 13) If applicable,solicit bids for investment contracts for debt service reserve funds; <br /> 14) Request, receive and evaluate bids for the printing of the preliminary and final official statement, and make <br /> recommendations to the County as to which bid should be accepted; <br /> 15) Request, receive and evaluate bids for paying agent/registrar services, and make recommendations to the County as to <br /> which bid should be accepted; <br /> 16) Provide advice and assistance to County staff in the preparation and presentations to the rating agencies,to include bond <br /> issues documentation,for the purpose of obtaining the best possible rating of the bonds; <br /> 17) Assist in the preparation and review of all necessary closing documents; <br /> 18) Attend ail document sessions(i.e.meetings with the finance review team),County Mayor's Finance Committee meetings, <br /> Board of County Commissioners Committee meetings, Board of County Commissioners meetings, pre-closings and <br /> closings,when deemed necessary;and <br /> 19) Review debt service schedules and annual report to bondholders. <br /> B. Other Services—(Non-Bond Related) <br /> The Contractor shall: <br /> 1) Coordinate periodic visits between the County,representatives of the rating agencies and major institutional investors; <br /> 2) Provide periodic reports of municipal market conditions both within the State of Florida and nationwide; <br /> 2 _ <br /> (7ev'W A <br />
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