My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
Resolution 2023-226
>
Meetings
>
2023
>
12. December
>
2023-12-19 10:00 AM - Commissioners' Agenda
>
Resolution 2023-226
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
2/7/2025 10:24:38 AM
Creation date
2/7/2025 10:24:30 AM
Metadata
Fields
Template:
Meeting
Date
12/19/2023
Meeting title
Commissioners' Agenda
Location
Commissioners' Auditorium
Address
205 West 5th Room 109 - Ellensburg
Meeting type
Regular
Meeting document type
Fully Executed Version
Supplemental fields
Item
Request to Approve a Resolution Acknowledging an Extension of the Professional Services Agreement between the Kittitas County Treasurer's office and PFM Financial Advisors, PLLC
Order
2
Placement
Consent Agenda
Row ID
112272
Type
Resolution
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
16
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
EXHIBIT A <br />SCOPE OF SERYICES <br />1. Services Related to Debt Trausactions (Includes short term financings, notes, loans, <br />letters of credit, line of credit and bonds); provided that itthe transacrion is competitive, the services <br />of the financial tdvisor rvill be rnodified in advance in rwiting to reflecr that process. Upon the <br />request of the Client: <br />Anaiyze financial and economic factors to detennine if dre issuance of bonds is <br />appropriate. <br />Develop a financing plan in concerr with client's staff rvhich rvould inciude <br />recommendations as to the riming and number of series of bonds ro be issued. <br />Assist the client by recommending dre best rnethod of sale, eitlrer as a negoriated <br />saie, private placement or n competitir.e sale. In a competitive sale, make <br />recommendatiou as to dre determinatior: of the best bid. In the evenr of a negotiatecl <br />sale, assist in the solicit:rtion, revierv and evaluation of any investment banking <br />proposals, and provide adrnice and infomration necessxrJ' to aid in such selection. <br />-A,dvise as to the various financing alternatives avnilable to the Client. <br />Develop alternatives relnied to debt tansaction including evaluarion of revenues <br />available, mahtdry schedule and cnsir florv requiremenrs. <br />Evaluate benefits of bond insurance and,/or securirv insurance for debt reserse fund. <br />If appropriate, develop credit rating presentation and coordinate with tl're C[ent the <br />overall presentation to rating agencies. <br />Fot a negoriated sale, revierv undenwiter's proposals and submit a rwitten anaiysis of <br />same to the Client. <br />Assist the Client in the procutement of odrer sen'ices relating to debt issuance such <br />as prindng, pn]'lng agent, registru, etc. <br />Identi$' key bond covenant t-eahrres and adrise as ro the financial consequences of <br />prol'isions to be included in bond indenrures, resolutions or otter governing <br />documents regarding securirv, creation of resen'e funds, florv of funds, redemption <br />pror.'isions, additional pariq'debt tests! etc.; re.i'ierv and comrnent on successive <br />&afts of bond governing documenrs. <br />Revierv the requirements and submit nnalysis to bond insurers, rating agencies and <br />other professionals as they pertain to dre Client's obligation. <br />a <br />a <br />a <br />a <br />a <br />a <br />a <br />a <br />a <br />a <br />6
The URL can be used to link to this page
Your browser does not support the video tag.