financial Advisory Services - Okaloosa County RFP-AP 68-16

Okaloosa County » RFP-AP 68-16

The information below is a summary of solicitation number RFP-AP 68-16 posted by Okaloosa County.  As a reminder, this solicitation is closed and responses are no longer being accepted.

financial Advisory Services

Date Issued: 07/18/2016

Deadline: 08/10/2016  prior to 3:00 PM   C.D.T.

Requisition Number:

Delivery Point: Crestview, FL

Delivery Date: 08/11/2016

Type of Purchase: Term: Unspecified

Construction Related: No

Type of Response Allowed: Hard Copy Only

Issuing Agency: Okaloosa County

Using Department: Purchasing

Special Notices: No special notices were chosen.


Due Date: 7/27/2016 3:00:00 PM C.D.T.

Primary Contact Name: Mr. Charles Powell

Title: Contract and Lease Coordinator



SCOPE OF WORK: The Financial Advisory Service services to be provided include, but are not limited to: a. Services relating to developing a financial plan for the Airport’s development program: 1. Review the capital requirements of the Airport 2. Evaluate the resources available for funding such requirements 3. Develop an understanding of the status, objectives and schedule of the projects in the development program 4. In conjunction with Feasibility Consultant, develop cash flow model and perform sensitivity analysis 5. Analyze various funding options weighing factors such as cost, flexibility, future issues and tax considerations (AMT vs. non-AMT, etc.) 6. Recommend suitable financing alternatives 7. Develop strategic financial plan and review with staff and the Board of County Commissioners b. Services related to the issuance of bonds: 1. Review feasibility studies and assess adequacy of development of materials for presentation to the rating agencies and bond insurers 2. In conjunction with staff and other members of the financing team, assist in development of the official statement and other financing documents 3. Assist in preparation and delivery of presentations to rating agencies and bond insurers 4. Assist the County on matters related to the pricing and sale of bonds 5. Assist on various matters related to the closing of the bond issue 6. Undertake any other tasks that may be required related to the preparation, sale and closing of the bond issue  


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