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Small Business Certification for the SEED Program
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Solicitation Number :
*
140117.PD
Solicitation Status :
Closed
Solicitation Title :
Financial Advisor
PP Name :
Pamela Do
Phone :
916-732-6292
Email :
pamela.do@smud.org
Summary
Documents
Electronic Bid
Bidder Info
Supplier Postings
High Level Category Group(s) :
Services
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Category(s) :
Services, Consulting, Corporate Financial Advice/Advisors ;Services, Financial Advisor
Map to Bid Opening :
SMUD Headquarters
Type :
RFP - Services (Request For Proposal)
Department :
General Manager & Direct Reports
Broad Class :
Professional Services
Deadline Date:
5/14/2014
Time:
5:00 PM
Est. Amount :
$1,000,000.00
Duration :
5 years
Work Location :
SMUD Headquarters
Licenses Required :
Description :
The Proposer shall provide all labor, material, and equipment required to perform the Service described as: Financial Advisor. Contractor will perform the following tasks on an as-needed basis: 1) Review of Proposals: Evaluate new money financing and refunding proposals including potential gas prepayment transactions and renewable energy projects presented by SMUD’s underwriters and others. 2) Debt Issuances: Provide pricing services for SMUD’s debt issues. Assist in all other aspects of bond issuance including a) development of short underwriter request for proposals for individual bond sales, b) evaluation of various underwriter, bond insurer, and other proposals, c) establishment of syndicate policy and deal structure, d) development of marketing plan, and e) other financing activities as required. 3) Ratings: Develop and recommend strategies to maintain and improve credit ratings. 4) Derivatives: Provide structuring and pricing services for derivative transactions, including swaps. 5) Partnerships: Provide assistance in structuring joint financings and alternative ownership structures for new projects with other entities, municipal and/or private. 6) Credit: Assist in bidding, negotiating, drafting, canvassing the market, and evaluation of financial services including letters of credit, escrows and certain investment vehicles. 7) Underwriter (UW) Request for Quotation (RFQ): Assist in RFQ development, review, and selection of underwriters for the underwriter pools. 8) Communication: Provide written reports as required to support recommendations and, when necessary, present information to executive management and the Board of Directors. 9) Regulatory: Act as designated Qualified Independent Representative (QIR) for SMUD interest rate swaps. 10) Other: Financial advisory matters as requested by SMUD. See RFP for details.
Tech Contact :
Phone :
Email :
Pre Bid Conference:
Yes
Date :
4/30/2014
Time :
2:30 PM
Conference Attendance:
Recommended
Location:
On-Line only (SKYPE)
Address:
Instructions:
An Online Pre-Proposal Conference is scheduled for 2:30 P.M., Wednesday, April 30, 2014. See RFP for details.
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Fill-in Forms RFP 140117.PD
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Sample Agreement RFP 140117.PD
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Notification of Intent to Award_RFP 140117.PD
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SEED Verified
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Deltek
Source Management
Herndon,
206-373-9500
sourcemgmt@onvia.net
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Guidehouse Inc.
Sherie Roseboom
Westbury,
518-864-5306
sroseboom@guidehouse.com
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BidNet
Rebecca B
Albany,
800-677-1997
gbs@bidnet.com
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Hutchinson Shockey Erley & Co.
Not Available
Not Available
Not Available
Not Available
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Loop Capital Markets
Joyce Davis
Los Angeles,
310-.44-2.1200
rfpnotification@loopcap.com
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Montague DeRose
Frank Perdue
Walnut Creek,
925-256-9797
perdue@montaguederose.com
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Smartprocure
Ron Bjornsson
Deerfield Beach,
954-420-9900
rbjornsson@smartprocure.us
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PRIME VENDOR, INC.
Not Available
Not Available
Not Available
Not Available
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