Financial Advisor Services
Awarded: 11/1/16
Awarded Firm: PFM Financial Advisors, LLC and Estrada Hinojosa & Company, Inc.
The San Antonio Water System (SAWS) is accepting Proposals from qualified firms to provide Financial Advisor Services to assist SAWS in the management of its debt program and the design and issuance of bonds and/or other financial instruments as may be required. Financial Advisor 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 issuance, sale, and delivery of debt instruments; attending meetings; and the provision of on-going services after the successful delivery of a debt issuance. Financial Advisor Services shall refer to all services outlined in the Scope of Services which are to be performed by a qualified firm or firms. SAWS may undertake various types of financings during the term of the proposed contract for which Financial Advisor Services would be required. The selected firm(s) will serve as Financial Advisor(s) on all of SAWS financings under the terms of the contract, with the exception of those financings that are already in process or under contract, which include: • City of San Antonio, Texas Water System Junior Lien Revenue and Refunding Bonds, Series 2016C (No Reserve Fund); • The remarketing of the City of San Antonio, Texas Water System Variable Rate Junior Lien Revenue and Refunding Bonds, Series 2013F (No Reserve Fund); and • City of San Antonio, Texas Water System Junior Lien Revenue Bonds, Series 2016D; • City of San Antonio, Texas Water System Junior Lien Revenue Bonds, Series 2016E; Should more than one firm be selected, the firms will work as Co-Financial Advisors.
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Full RFP Proposal
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Addendum 1
Sep. 7, 2016 |
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Addendum 2
Sep. 12, 2016 |
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