Financial Advisory Services (Request For Qualification)

Essex County

Provide financial advisory services. The services to be provided are all those professional services customarily provided by a financial advisor to a governmental entity of a size and scope commensurate with that of the county and shall include advice and assistance with respect to debt financing and other financial issues contemplated by the county including: (a) assistance in determining the amount, size and timing of borrowings contemplated by the county for its own capital program and as a conduit for other borrowings; (b) assistance in formulating the credit structure, maturity schedule, call provisions and other terms and conditions of debt offerings, as required for any other offering; (c) assistance in deciding whether each issue can and/or should be sold on a negotiated, competitive, or private placement basis; (d) preparation of necessary legal documents concerning debt transactions; (e) examination of various debt financing alternatives, including variable rate debt, interest rate swaps and other derivative products (if and when they become feasible under state statute); (f) preparation of official statements including ongoing updating of demographic data and financial statistics included therein; (g) preparation of local finance board applications for financing and presentation of such applications to the board; (h) preparation and presentation of timely and adequate information on proposed financing to the bond rating agencies to obtain the most favorable rating for each financing; to include assistance in maintaining a regular relationship between the county and the rating agencies for purposes of improving the process of obtaining ratings. See attached file.

City of East Orange

Accountant & Financial Services (EOWC).

City of East Orange

Provide accountant and financial consulting services.