ACCT-26280 - USA (San Antonio, Texas) - Financial Advisor Services - Deadline August 28,2026

Vendor needs to provide financial advisor services to the government authority located in San Antonio, TX.• Traditional services include, but are not limited to, quantitative analysis, evaluation and presentation of financing options, provision of timely credit market information, preparation of offering documents, advice and assistance with the structuring, marketing, issuance, sale and delivery of debt instruments, as well as attending meetings and the provision of on–going services after the successful delivery of a debt issue.• Review and analyze debt structures, revenue cash flows, trends of assessed valuation, the county’s present and future taxing capabilities, and the present and proposed taxing requirements. • If the revenues of a system or facility are to be pledged to repayment of the securities in question, the analysis will take into account any outstanding obligations which are payable from the net revenues thereof, and additional net revenues from any proposed rate increase and additional net revenues as projected by staff or consultant analysis and evaluation or pro forma cash flows.• Assist the county in securing competitive bids and services from bond underwriters, paying agents/registrars, financial printers and other services rendered from other parties associated with financial transactions.• In the event that the county should undertake negotiated underwritings, the financial advisors shall assist the county in all aspects of a negotiated transaction including, but not limited to, the preparation and mailing of the request for qualifications to provide financial underwriting services, in–depth evaluation of qualifications submitted, selection of an underwriting team, and other matters related to the successful consummation of a negotiated transaction.• Advise the county of current bond market conditions, forthcoming bond issues by other entities, and other general information and economic data which might normally be expected to influence interest rates/cost or bidding conditions so that the date for the sale of any obligation in the open market can be set at a time which is viewed to be most favorable to the county.• Advise and assist the county in complying with, and preparing continuing disclosure of financial information and operating data pursuant to all security and exchange commission rules.• Advise, inform, and assist the county with performing due diligence investigations with respect to firms that the county may contemplate utilizing in a financing transaction. Such due diligence shall include matters pertaining to the investigation of a firm’s alleged or convicted financial misconduct, securities violations, financial health, justice department investigations, or other financial diligence.