Request for Quote (RFQ)

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Request for Quote (RFQ)"

Transcription

1 Request for Quote (RFQ) Bond/Tax Counsel Disclosure Counsel Florida Hurricane Catastrophe Fund Issue Date: April 10, 2008 Response Due: April 28, :00 PM ET Do not contact the Trustees of the SBA or their staff, the Executive Director or staff of the SBA, the Director or staff of the Division of Bond Finance, the Board of Directors or Officers of the Corporation, the FHCF s Financial Advisor, the FHCF Advisory Council Members or Bond Counsel regarding this proposal request. Direct all correspondence during the proposal process to the contact listed below. Donna Sirmons, Management Review Analyst State Board of Administration of Florida Florida Hurricane Catastrophe Fund 1801 Hermitage Boulevard, Suite 100 Tallahassee, Florida (850) NOTICE THERE IS A LIMITATION ON THE LENGTH OF RESPONSES IN THIS RFQ. FAILURE TO COMPLY WITH THIS LIMITATION MAY RESULT IN ALL OR PART OF ONE OR MORE RESPONSES BEING DISREGARDED IN THE SCORING OF YOUR RESPONSE. I. General Information II. Procedures and Provisions III. Scope of Services IV. Information to be Provided V. Compensation VI. Evaluation Criteria VII. Timeline Appendix I TABLE OF CONTENTS 1

2 I. GENERAL INFORMATION The Florida Hurricane Catastrophe Fund ( FHCF ) was created by Section , Florida Statutes ( Act ), in November, 1993 for the purpose of reimbursing certain insurers writing policies covering residential property in the State of Florida for a portion of their catastrophic hurricane losses. The FHCF is a trust fund established for bond covenants, indentures or resolutions within the meaning of Article III, Section 19(f)(3) of the Florida Constitution. In response to a private letter ruling request submitted to the Internal Revenue Service of the United States Department of The Treasury (the Internal Revenue Service or IRS ) on behalf of the FHCF, the Internal Revenue Service issued a ruling on November 21, 1994 and a supplemental ruling on March 6, 1995 concluding that the FHCF is an integral part of the State of Florida and that the FHCF is not subject to federal income taxation. Pursuant to the governing Act, the FHCF is administered by the State Board of Administration of Florida ( SBA ). The SBA is a constitutional entity of Florida state government that provides a variety of investment services to various governmental entities, one of those being the FHCF. The Board of Trustees ( Board or Trustees ) governs the SBA. The Board is comprised of the Governor, the Chief Financial Officer, and the Attorney General. The Trustees delegate authority to the Executive Director, who serves at the discretion of the Trustees, and is responsible for managing and directing all administrative, personnel, budgeting, investment policy, and investment functions. The management and day-to-day operations of the FHCF is the responsibility of the Senior FHCF Officer, who reports directly to the Executive Director. Raymond James and Associates, Inc. serves as the FHCF s Financial Advisor. Revenue bonds are required to be issued if the FHCF s cash balance is insufficient to reimburse losses. In 1996, the Florida Hurricane Catastrophe Fund Finance Corporation ( Corporation ) was created as a public benefits corporation under the Act. The Corporation is governed under the Act by a five member Board of Directors consisting of the Governor or a designee, the Chief Financial Officer or a designee, the Attorney General or a designee, the Director of the Division of Bond Finance of the SBA of Florida, and the Senior FHCF Officer of the FHCF. The purpose of the Corporation is to provide a mechanism necessary for the cost-effective and efficient issuance of bonds and other financial instruments. Under the Act, the Corporation has the power to issue bonds and engage in such other financial transactions as are necessary to provide sufficient funds to achieve the purposes of the Act and has all of the powers of corporations under Chapter 607 (Florida Business Corporation Act) and Chapter 617 (Florida Not For Profit Corporation Act), Florida Statutes. The Corporation is organized as a not for profit corporation pursuant to Chapter 617, Florida Statutes. The Corporation has no taxing power. In response to a private letter ruling request submitted to the Internal Revenue Service on behalf of the Corporation, the IRS issued a ruling on March 21, 1998, (the First Ruling - PLR ) concluding that the bonds of the Corporation will not meet the private security or payment tests of Section 141(b)(2) of the Code or the private loan financing test of Section 141(c) of the Code. Such ruling applies to bonds issued prior to June 30, On June 13, 2003, the Internal Revenue Service issued a renewal ruling (PLR ) concluding that the Corporation may continue to rely on the First Ruling with respect to bonds issued prior to June 30, The FHCF is currently seeking a similar renewal ruling from the IRS. The Corporation issued $1.350 billion in tax-exempt post-event Series 2006A Revenue Bonds in July, 2006, with a maturity date of July, The funding source for the repayment of the Revenue 2

3 Bonds is a 1% emergency assessment levied beginning January 1, Also, to assure the availability of funds for subsequent seasons, in 2006, the Corporation issued $2.8 billion in taxable, pre-event Series 2006B Extendable Floating Rate Notes and in 2007 issued $3.5 billion in taxable, pre-event Series 2007A Floating Rate Notes. The funding source for the repayment of the pre-event notes is FHCF reimbursement premiums and interest earnings on the pre-event bond proceeds. Additional information regarding the SBA and the FHCF is available on the FHCF s website located at Purpose The purpose of this Request for Quote ( RFQ ) is to provide the FHCF with information concerning firms which are qualified and interested in being selected by the SBA to serve as bond/tax counsel and/or disclosure counsel. Respondents are free to respond to one or both of these services in a single proposal. The SBA expects to enter into one contract for bond and tax counsel and a separate contract for disclosure counsel with a different vendor; however, the SBA reserves the right to enter into a contract with a single firm to provide both services. The firm(s) selected will also serve on the FHCF s Financial Services Team. The firm(s) will work with the FHCF s financial advisor and other members of the Financial Services Team in helping to design strategies and recommend financial products that meet the needs and objectives of the FHCF. The Financial Services Team will consist of the FHCF s financial advisor, bond counsel, tax counsel, disclosure counsel, investment bankers, commercial banks, and the State Division of Bond Finance. The successful Respondent will need to demonstrate exceptional credentials and expertise necessary to provide such bond/tax counsel or disclosure counsel services to the FHCF. The SBA intends to continue to outsource these services. The SBA intends to enter into a contract with the Respondent(s) selected. 3

4 II. PROCEDURES AND PROVISIONS A. An unbound original, ten (10) copies and an electronic copy of the firm s proposal must be submitted in a sealed envelope marked Proposal for Bond/Tax/Disclosure Counsel. Proposals should be delivered no later than 1:00 PM ET on April 28, 2008, to: Donna Sirmons, Management Review Analyst State Board of Administration of Florida Florida Hurricane Catastrophe Fund 1801 Hermitage Boulevard, Suite 100 Tallahassee, Florida (850) B. Proposals that do not comply with the conditions specified herein may be rejected. C. The SBA is not responsible for expenses incurred in connection with the selection or the cost of any services performed by any firm prior to the execution of a contract. D. Pursuant to Chapter 119, Florida Statutes, the Florida Public Records Law, proposals submitted in response to this RFQ are public records and must be made available for inspection in accordance with the provisions of this chapter. E. The SBA may investigate the qualifications of a firm, negotiate modifications to any items contained in a proposal, request additional information, reject any or all proposals if in the best interest of the SBA or waive any irregularities which do not interfere with the SBA s decision making process. F. The SBA retains the right to not utilize the services of any selected firm or to terminate any selected firm without cause and without penalty. G. A Respondent to this RFQ may withdraw and modify its response prior to the response deadline specified above, only upon prior approval by the SBA. A request for modification of any response must be addressed to Donna Sirmons at the delivery address set forth above and must adequately explain the reasons for the request to modify the response. If the SBA approves the request, a modified response may then be submitted. The SBA will not consider modifications offered in any other manner, whether oral or written. Under no circumstances may the Respondent modify a response unilaterally at a date or time subsequent to the response deadline specified. The SBA may, however, permit any Respondent to modify its response after the deadline, if the SBA determines that such modification is in the best interest of the SBA or the FHCF. H. The SBA does not guarantee the validity or reliability of information obtained from other sources. If it becomes necessary to revise any part of this RFQ, an addendum will be posted on the FHCF website at under Announcements, and may be provided directly to the Respondents/Finalists. The Respondent is responsible for checking the website for any addendums or updates. I. Collusion. By responding, the Respondent represents that the proposal is not made in connection with any competing Respondent submitting a separate response to this RFQ and is in all respects fair and without collusion or fraud. It is further represented that the Respondent did not directly or indirectly induce any party to submit a false or sham proposal or to refrain from proposing. In addition, the Respondent represents that it did not participate in this RFQ development process, had no knowledge of the specific contents of the RFQ prior to its issuance, and that no employee of the SBA participated directly or indirectly in the Respondent s proposal preparation. J. Quiet Period. The Respondent (its agents, officers, principals, employees, and lobbyists, including any individual assisting the Respondent in this process) will not engage in any written or 4

5 verbal communication during the selection period (defined below) with the Trustees of the SBA or their staffs, the Executive Director or staff of the SBA, the Director or staff of the Division of Bond Finance, the Board of Directors or officers of the Corporation, the FHCF s Financial Advisor, the members of the FHCF Advisory Council or FHCF Bond Counsel regarding this proposal, the merits of the Respondent, or whether the SBA should retain or select the Respondent. An exception is given for the Procurement Manager and contact person designated above. Any unauthorized contact may disqualify the Respondent from further consideration. Normal business communications are allowed, however, for current SBA service providers who are also RFQ respondents. Any and all such communication efforts made by the Respondent or its agents, officers, principals, employees, or lobbyists will be disclosed to the Executive Director of the SBA within five calendar days of its becoming known. The "selection period" for this RFQ begins on April 10, 2008 and will continue until the final selection has been announced or the selection process is otherwise concluded. The SBA expects to announce the final selection on the FHCF website at under Announcements. Nothing herein shall preclude the SBA from seeking clarification about the substance of the response to this ITN within the time frame as provided herein. Nothing herein shall preclude a Respondent from seeking a request for clarification as provided herein. K. Dispute Resolution. The contract shall not include binding arbitration provisions, such as those typically found in Alternative Dispute Resolution Procedures. L. Respondents that submit a proposal in response to this RFQ may be required to give an oral presentation(s) of their proposals to the SBA. The SBA will determine the occurrence, date, time, and location of such presentation(s), if needed. M. Contract Term. The SBA contemplates an ongoing relationship with the selected respondent(s); any contract entered into will be subject to periodic review and revision. N. The FHCF reserves the right to accept portions of a competing Respondent s response and use such portions to form an overall program in the best interest of the FHCF. Furthermore, the FHCF shall have the right to use any or all ideas or adaptations of the ideas presented in any response received pursuant to this RFQ. Selection or rejection of a response will not affect this right. O. The SBA reserves the right to reject any and all responses or portions thereof. The SBA reserves the right to amend or withdraw this RFQ or a portion of this RFQ without selecting a vendor. P. Joint proposals will not be accepted. Q. Requests for Clarification of the RFQ. All questions regarding the clarification of any requirement, standard, or question in this RFQ because of any ambiguity, conflict, discrepancy, omission or other error, must be received by the FHCF no later than 1:00 PM ET, on April 15, Written requests for clarification should be sent to Donna Sirmons via at or to the following fax number: (850) , Attention: Donna Sirmons. The FHCF reserves the right to accept or reject any or all requests for clarification, either in whole or in part, and may require requests to be clarified or supplemented through additional written submissions. Respondents will be notified of the rejection of their request for clarification. Oral requests for clarification will not be accepted. All written requests for clarification accepted by the FHCF, along with the corresponding responses, will be posted on the FHCF website at under Announcements. Such responses shall be considered an addendum to and, as such, an integral part of this RFQ. Any request for documents must be made through a Public Records request and the Respondent should be aware that the production of such documents may not be available prior to the response deadline. R. References. The SBA retains the right to request client references and to contact those references prior to the final selection. 5

6 III. SCOPE OF SERVICES A. Bond/Tax Counsel The function of bond/tax counsel may include, but shall not necessarily be limited to, the following: 1. Legal services relating to the planning and development of any proposed debt financing and the tax implications of the use of the proceeds; 2. Legal services relating to the Bonds and the Notes previously issued by the Corporation to ensure compliance with appropriate federal and state laws; 3. Attendance and participation in meetings relating to prior issuances or for the development or sale of additional debt instruments, or the dissemination of information in connection therewith, if determined by the SBA to be necessary; 4. Drafting or reviewing necessary documents and handling or participating in legal or administrative proceedings in connection with the authorization, sale, issuance and delivery of new issuances to ensure compliance with appropriate federal and state laws; 5. Furnishing the approving legal opinion, acceptable to the SBA and the purchasers of new issuances, setting forth a description and an opinion as to the validity, the exclusion or taxability thereof of interest for federal income tax purposes, the exemption or lack thereof from taxes of the State of Florida, and other matters customarily covered by such approving legal opinion; 6. Furnishing a supplemental opinion regarding the fairness and accuracy of certain information in the Preliminary Official Statement and Official Statement (or the Preliminary Offering Memorandum and Offering Memorandum) regarding the description of issuance, the security, and the tax implications for the purchaser; 7. Furnishing any other standard legal opinion with respect to or relating to bonds, notes or other financings or capital market transactions of the FHCF; 8. Review of legislative proposals from a bond financing and tax perspective to assist the FHCF in developing legislative and policy positions; 9. Review of, drafting legal documents for, providing legal advice with respect to and participating in proceedings related to capital markets transactions described in Section (7)(a), F.S., including providing any necessary legal opinions with respect to such transactions; and 10. Other related legal services as may be requested from time to time. 6

7 B. Disclosure Counsel The function of disclosure counsel may include, but shall not necessarily be limited to, the following: 1. Drafting and preparing necessary securities offering documents and disclosure documents relating to any previously issued or proposed financing transaction or capital market transaction; 2. Attendance and participation in meetings relating to prior issuances or for the development or sale of additional debt instruments, or the dissemination of information in connection therewith, if determined by the SBA to be necessary; 3. Drafting, preparing and filing necessary continuing disclosure documents relating to previously issued or proposed financing transaction or capital market transaction; 4. Legal services relating to complying with applicable disclosure requirements relating to previously issued or proposed financing transactions or capital market transactions; 5. Drafting or reviewing necessary documents and handling or participating in legal or administrative proceedings in connection with compliance with applicable disclosure requirements relating to previously issued or proposed financing transactions or capital market transactions; 6. Review of legislative proposals from a financing and disclosure perspective to assist the FHCF in developing appropriate disclosure; 7. Furnishing any standard legal opinion, such as a standard 10b-5 opinion, with respect to the disclosure relating to previously issued or proposed financing transactions or capital market transactions of the FHCF; and 8. Other related legal services as may be requested from time to time. 7

8 IV. INFORMATION TO BE PROVIDED In providing the following information, restate each item in its entirety, limit your proposal to one bound volume and do not include material outside of such volume. Responses to the questions should be included immediately after the restated question without reference to any attachment other than Appendix I provided herein. References to materials in appendices or outside the bound volume will not be included in the evaluation. Use 12 point, Times New Roman type. A. Basic Information Requirements 1. Provide the name, mailing address, telephone number, and fax numbers of the firm. Also include the name, address, telephone number, and address of the individual who will be the firm s primary contact for this RFQ. 2. Indicate for which services the firm is interested in being considered: bond counsel services, tax counsel services and/or disclosure counsel services. B. Substantive Scored Questions NO MORE THAN 15 PAGES SHOULD BE USED IN ANSWERING THESE SUBSTANTIVE SCORED QUESTIONS, EXCEPT AS NOTED. ADDITIONAL PAGES WILL NOT BE INCLUDED IN THE EVALUATION OF YOUR RESPONSE, AND YOU WILL RECEIVE NO POINTS FOR MATERIAL IN EXCESS OF THE 15 PAGE LIMIT. For Both Bond/Tax Counsel and Disclosure Counsel 1. Describe: (a) the firm and its capabilities, including the size of the taxable and tax-exempt bond department, and the number of years in existence, (b) the firm s expertise on legal issues relating to taxable and tax-exempt debt financings, including the firm s expertise in dealing with international debt/capital market transactions, (c) the firm s expertise in obtaining federal tax-exempt determinations for bonding, (d) the firm s experience as disclosure counsel, (e) the availability of resources to provide these services to the SBA and (f) the firm s standing with local and state bar associations and its professional ratings (i.e. Martindale-Hubbell). 2. Describe the experience and expertise and provide resumes of specific individuals within the firm who would perform the scope of services outlined in this RFQ as it relates to bond counsel, tax counsel and/or disclosure counsel services, if applicable. Provide the name of the responsible service partner for the relationship, if selected. 3. Describe your firm s experience with financings secured by catastrophe related assessments and/or insurance premiums. 4. Given what your firm has been able to discern from the Private Letter Ruling references in Section I (General Information) and the information contained in the Official Statements for the FHCF s previous financings, describe particular issues or concerns that the firm has, if any, regarding the existing financing program and make recommendations on how to address or resolve any such issues or concerns. 8

9 5. Describe your firm s experience with capital market transactions described in Section (7)(a) F.S., particularly side car transactions, cat bonds and derivative transactions and provide a list of capital market transactions, as defined in Section (7)(a) F.S. within the last three (3) years for which your firm has served as legal counsel. List exempt from page limit. 6. List specific bond issues by Florida local governmental issuers within the last three (3) years for which your firm has served as bond or disclosure counsel and has issued an opinion. Include information as to whether any litigation has resulted arising out of these opinions, if yes, provide details. List exempt from page limit. Please include the following details with respect to each bond issue: Purpose of issue; Type of issue (assessment, revenue, advanced refunding, revenue); Size of issue and term of bonds; Use of derivative products and type of product; Municipality issuing bonds; Form of bond counsel opinion used if other than the Model Opinion (1987 Revision) as promulgated by the National Association of Bond Lawyers; Name of attorney(s) in your firm responsible for the bond issue; and Type of counsel; i.e. bond or disclosure. For Bond/Tax Counsel Only 7. Describe your firm s experience in developing and implementing innovative financing techniques or bond programs that might be applicable to debt/capital market transactions of the FHCF. 8. Describe the firm s experience in matters relating to compliance with the Internal Revenue Code, and related regulations and rulings, regarding tax exempt financing and arbitrage compliance. Include in your discussion any arbitrage related issues, private payment and security, reissuance or other tax issues. Describe a specific transaction, a tax-exempt bond related tax issue encountered, and any solution developed to address the tax issue which best demonstrates your firm s tax expertise. 9. Describe any financing for which your firm has rendered any opinion which has resulted in the loss of tax exemption on any bonds issued by clients. For Disclosure Counsel Only 10. Describe your firm s experience in providing primary and continuing disclosure services with respect to taxable and tax-exempt debt issuances and capital market transactions of state and local governments. 11. Describe the firm s experience in matters relating to compliance with securities laws and disclosure requirements applicable to taxable and tax-exempt debt issuances and capital market transactions of state and local governments. 9

10 12. Describe any financing with respect to which your firm has provided primary or continuing disclosure services that has resulted in or was the subject of any enforcement action, including any cease and desist order, from the Securities and Exchange Commission or the Municipal Securities Rulemaking Board. C. Litigation/Conflict of Interest/Qualifications/References 1. Provide information on any litigation or administrative proceeding in which the firm was a party in any matter related to the professional activities of the firm involving the issuance of securities by a governmental entity during the five years prior to the date of this RFQ. 2. Provide information on any pending litigation, investigation or proceeding in which a court or regulatory body is addressing any questions relating to the professional activities of the firm in relation to the issuance of bonds by a governmental entity. 3. Provide information on any fines paid or settlement agreements entered into in the five years prior to the date of this RFQ with state or federal regulatory bodies regarding the public finance business. 4. Disclose whether any officer, director, employee, or agent is also a current or former employee of the SBA. All Respondents must further disclose any factors, financial or otherwise, known to them which may give rise to a conflict of interest between the Respondent and the SBA and its employees, or have the effect of impacting the ability of the Respondent to meet its responsibilities, duties, and obligations to the SBA, as set forth in this RFQ. 5. Does your firm have any arrangement with any individual or entity with respect to the sharing of any compensation, fees or profit received from or in relation to acting as bond, tax, or disclosure counsel for the SBA or whose compensation is based in whole or in part on compensation for acting as counsel for the SBA? If so, provide a copy of any contract relating to the arrangement and describe in detail the nature of the arrangement and the method of computing compensation. 6. Has your firm retained any person or firm for the purpose of seeking to be selected as bond, tax, or disclosure counsel pursuant to this RFQ? Will your firm pay or be obligated to pay any firm or an individual who is not a full time employee of your firm if you serve as counsel to the SBA? If so, identify the individual or firm, provide specific information relating to compensation paid or to be paid, and provide a copy of any written contract relating to such arrangement. 7. Submit a statement referencing that all attorneys that would be assigned to represent the FHCF are in good standing with the bar in each state in which they are licensed to practice law. 8. List at least three (3) governmental clients that the FHCF can contact as references with respect to your firm's work performance. For each reference, include the name of the client, contact person, title of contact person, phone number and your role. 9. Provide a signed copy of the Affirmation Statement attached as Appendix I. 10

11 V. COMPENSATION An ongoing relationship is contemplated. Therefore, the actual fees shall be set by mutual written agreement of the firm and the SBA prior to the commencement of any services requested by the SBA. However, each response must include a proposal or proposals for a method to use to determine the appropriate compensation. It is anticipated that some services, such as services provided in connection with a particular debt financing/capital market transaction would be provided on fixed-fee, contingenton-closing basis, while other services, such as routine legal/tax advice would be on an hourly basis. Therefore, each respondent should address at least these two methods of compensation. With respect to hourly fees, the proposal should include the hourly rates charged by the firm for established clients and identify the individual in the firm to whom the rate is applicable. Indicate if the fee is for bond/tax counsel or disclosure counsel. The method and level of compensation will be a factor but not the sole determinate in the selection of counsel by the SBA. Respondents are encouraged to provide the SBA with the most competitive price offered to large public institutions. The SBA reserves the right to negotiate compensation at or below the amount set forth in any proposal submitted. 11

12 VI. EVALUATION CRITERIA The responses to this RFQ will be independently evaluated by an Evaluation Team on the basis of the written responses to this RFQ and additional written information as requested. Points will be assigned as indicated below. Other items without points assigned will not be used in computing the score received but will be used for informational purposes or as a basis for possible disqualification. The Evaluation Team members will evaluate the responses to the RFQ by reviewing the responses to each of the items and assigning points up to the maximum points allowed for each item. Each member will rank each Respondent based upon total points assigned for each Respondent by that team member. The ranking of each member of the team will be aggregated to establish an overall ranking by the team. Additionally, oral presentations may be conducted with the finalists and evaluated by the Evaluation Team if they are determined to be necessary in the Evaluation Team s sole discretion. The final scoring will take into consideration the written response to this RFQ and any information, evidence or capabilities that, in the judgment of the Evaluation Team, demonstrate a Respondent as being best qualified to provide the necessary services to the SBA. The highest ranked firm(s) will be recommended to the Senior FHCF Officer, who reserves the right to negotiate compensation at or below the amount set forth in any proposal submitted. The SBA is not required to select the lowestcost Respondent. The points available for each of the questions being evaluated are as follows: Bond/Tax Counsel QUESTION MAX. POINTS IV. B V. Compensation 10 Oral Presentation (if needed) 10 Total Available Points 110 Disclosure Counsel QUESTION MAX. POINTS IV. B V. Compensation 10 Oral Presentation (if needed) 10 Total Available Points

13 VII. TIMELINE The timeline of the search and evaluation process as currently planned (subject to change at the sole discretion of the SBA without liability) is as follows: April 10, 2008 April 15, 2008 (1:00 PM ET) April 17, 2008 April 28, 2008 (1:00 PM ET) May 8, 2008 May 12, 2008 May 12, 2008 RFQ Issued Deadline for Questions on RFQ SBA Responses to RFQ Questions Posted Responses to RFQ Due Selection of Finalists or Final Selection by Oral Presentations (if needed) Final Selection (if needed) 13

14 Appendix I: Affirmation Statement By inclusion and execution of the statement provided herein, each Respondent shall certify that: The Respondent agrees to provide the services as detailed in Section III, as well as agree to all other requirements as stated in the RFQ. The selection of the Respondent will not result in any current or potential conflict of interest with the SBA. Alternately, should any potential or existing conflict be known by the Respondent, the proposal shall specify the party with which the conflict exists or might arise, the nature of the conflict and whether the Respondent would step aside or resign from that engagement creating the conflict. The proposal is made without prior understanding, agreement, or connection with any corporation, Respondent, or person submitting a proposal for the same services, and is in all respects fair and without collusion or fraud. The selection of the Respondent will not violate Section , Florida Statutes, which prohibits the State from selecting certain providers that have been convicted of or entered a plea of nolo contendere to fraud within a period of two years of such conviction. The Respondent and the agents, officers, principals, and professional employees thereof have not and will not participate in any communication prohibited in this RFQ. The Respondent and the agents, officers, principals, and professional employees thereof have not and will not: (a) Make contributions in excess of $100 per election to or participate in the management of fund raising for or on behalf of any candidate for Governor or for a Cabinet position in Florida: 1. During the period beginning on the later of the date of the general election at which the Governor and members of the Cabinet were regularly elected preceding the deadline established for responses to this Request for Quote and ending on the deadline established for responses to this Request for Quote; and 2. For the firm selected as bond/tax counsel or disclosure counsel for a period of two years after the expiration of this contract or at the next general election in Florida after the expiration of this contract, whichever occurs last; and (b) Violate the Quiet Period described in Section II. J., hereof. The Respondent s responses to the RFQ are those of the Respondent and have not been copied or obtained from any other Respondent responding to any other RFQ or competitive proposal, whether in Florida or elsewhere, either in the past or present. 14

15 The Respondent hereby agrees to abide by all conditions of this RFQ and I hereby certify that all information provided in this response is true and correct, that I am authorized to sign this response for the Respondent, that I am authorized to bind the Respondent, and that the Respondent is in compliance with all requirements of this RFQ, including but not limited to, the requirements in this exhibit. Authorized Signature (Manual) Name and Title (Typed) Date (Typed) Appendix I 15

RHODE ISLAND INFRASTRUCTURE BANK. REQUEST FOR PROPOSALS to serve as FINANCIAL ADVISOR SECTION I INTRODUCTION AND PURPOSE OF THE RFP

RHODE ISLAND INFRASTRUCTURE BANK. REQUEST FOR PROPOSALS to serve as FINANCIAL ADVISOR SECTION I INTRODUCTION AND PURPOSE OF THE RFP RHODE ISLAND INFRASTRUCTURE BANK REQUEST FOR PROPOSALS to serve as FINANCIAL ADVISOR SECTION I INTRODUCTION AND PURPOSE OF THE RFP The Rhode Island Infrastructure Bank (the Bank ) is requesting proposals

More information

REQUEST FOR PROPOSAL FINANCIAL ADVISOR SERVICES FOR COMMUNITY CONSOLIDATED SCHOOL DISTRICT 62

REQUEST FOR PROPOSAL FINANCIAL ADVISOR SERVICES FOR COMMUNITY CONSOLIDATED SCHOOL DISTRICT 62 REQUEST FOR PROPOSAL FINANCIAL ADVISOR SERVICES FOR COMMUNITY CONSOLIDATED SCHOOL DISTRICT 62 Submit proposals or inquiries to: Community Consolidated School District 62 Attention: Susan Shepard 777 E.

More information

CITY OF POWAY REQUEST FOR PROPOSAL FOR FINANCIAL ADVISORY SERVICES

CITY OF POWAY REQUEST FOR PROPOSAL FOR FINANCIAL ADVISORY SERVICES CITY OF POWAY REQUEST FOR PROPOSAL FOR FINANCIAL ADVISORY SERVICES The City of Poway/Successor Agency to the Poway Redevelopment Agency (the City ) is seeking proposals in response to this Request for

More information

CITY OF RIVIERA BEACH, FLORIDA

CITY OF RIVIERA BEACH, FLORIDA On Behalf of the CITY OF RIVIERA BEACH, FLORIDA REQUEST FOR PROPOSALS (RFP) (RFP # 495-15) INVESTMENT BANKING SERVICES FOR THE CITY S ISSUANCE OF January 08, 2015 DESCRIPTION: On behalf of the City of

More information

Park Hill School District reserves the right to reject any or all proposals and to waive informalities or irregularities in any proposal.

Park Hill School District reserves the right to reject any or all proposals and to waive informalities or irregularities in any proposal. REQUEST FOR PROPOSAL Park Hill School District 7703 NW Barry Road Kansas City, MO 64153 ------------------------------------------------------------------- Independent Financial Advisor District Bond Issues

More information

REQUEST FOR PROPOSALS (RFP) FOR FINANCIAL ADVISORY SERVICES

REQUEST FOR PROPOSALS (RFP) FOR FINANCIAL ADVISORY SERVICES REQUEST FOR PROPOSALS (RFP) FOR FINANCIAL ADVISORY SERVICES Appointment to the NJ Tobacco Settlement Financing Corporation Credit Enhancement Transaction Winter 2014 Issued by the State of New Jersey Treasurer

More information

REQUEST FOR PROPOSALS. For FINANCIAL ADVISORY SERVICES

REQUEST FOR PROPOSALS. For FINANCIAL ADVISORY SERVICES REQUEST FOR PROPOSALS For FINANCIAL ADVISORY SERVICES Request for Proposals Issued: July 30, 2012 Deadline for Submittal of Proposals: August 17, 2012 Request for Proposals for Financial Advisory Services

More information

REQUEST FOR PROPOSALS BOND COUNSEL SERVICES FOR AFFORDABLE HOUSING RFP # 16-018. Santa Ana Housing Authority

REQUEST FOR PROPOSALS BOND COUNSEL SERVICES FOR AFFORDABLE HOUSING RFP # 16-018. Santa Ana Housing Authority REQUEST FOR PROPOSALS BOND COUNSEL SERVICES FOR AFFORDABLE HOUSING RFP # 16-018 20 Civic Center Plaza Santa Ana, CA 92701 Judson Brown Housing Division Manager (714) 667-2241 Office JBrown@santa-ana.org

More information

CLAY COUNTY UTILITY AUTHORITY, FLORIDA REQUEST FOR PROPOSALS FOR

CLAY COUNTY UTILITY AUTHORITY, FLORIDA REQUEST FOR PROPOSALS FOR CLAY COUNTY UTILITY AUTHORITY, FLORIDA REQUEST FOR PROPOSALS FOR UTILITY REVENUE NOTE, SERIES 2015 (NOT TO EXCEED AMOUNT OF $45,000,000 Non Bank Qualified) BANK TERM LOAN Due Date: Thursday, February 5,

More information

REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES

REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES Appointment to the New Jersey Building Authority Capital Budget Modeling and Advisory Services State Fiscal Years 2016, 2017 and 2018 Issued by the

More information

REQUEST FOR PROPOSALS (RFP) FOR FINANCIAL AUDIT SERVICES

REQUEST FOR PROPOSALS (RFP) FOR FINANCIAL AUDIT SERVICES REQUEST FOR PROPOSALS (RFP) FOR FINANCIAL AUDIT SERVICES Issued by: City of Clewiston 115 W. Ventura Avenue Clewiston, Florida 33440 September 30, 2015 1 REQUEST FOR PROPOSALS FOR FINANCIAL AUDIT SERVICES

More information

New Jersey Educational Facilities Authority Request For Proposal Arbitrage Compliance Services

New Jersey Educational Facilities Authority Request For Proposal Arbitrage Compliance Services New Jersey Educational Facilities Authority Request For Proposal Arbitrage Compliance Services General Information: The New Jersey Educational Facilities Authority (the "Authority") requests your proposal

More information

CITY OF LANCASTER RFP NO. 621-15 LANCASTER PERFORMING ARTS CENTER TICKETING SOFTWARE SUBMISSION DEADLINE. July 24, 2015 BY 11:00 A.M.

CITY OF LANCASTER RFP NO. 621-15 LANCASTER PERFORMING ARTS CENTER TICKETING SOFTWARE SUBMISSION DEADLINE. July 24, 2015 BY 11:00 A.M. CITY OF LANCASTER RFP NO. 621-15 LANCASTER PERFORMING ARTS CENTER TICKETING SOFTWARE SUBMISSION DEADLINE July 24, 2015 BY 11:00 A.M. SUBMIT TO: Office of the City Clerk Lancaster City Hall 44933 Fern Avenue

More information

STATE OF WISCONSIN. Issued by the State of Wisconsin Capital Finance Office for the State of Wisconsin Building Commission.

STATE OF WISCONSIN. Issued by the State of Wisconsin Capital Finance Office for the State of Wisconsin Building Commission. REQUEST FOR QUALIFICATIONS FOR FINANCIAL ADVISOR SERVICES Relating to VARIOUS PROGRAMS AND OBLIGATIONS STATE OF WISCONSIN Issued by the State of Wisconsin Capital Finance Office for the State of Wisconsin

More information

Delaware Sustainable Energy Utility Request for Proposals for Financial Advisory Services

Delaware Sustainable Energy Utility Request for Proposals for Financial Advisory Services Delaware Sustainable Energy Utility Request for Proposals for Financial Advisory Services The Delaware Sustainable Energy Utility ( SEU ) requests proposals from firms and individuals qualified to provide

More information

REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES

REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES Appointment to the State of New Jersey Rating Agency Presentation Review/Analysis Summer 2016 Issued by the State of New Jersey Treasurer s Office

More information

REQUEST FOR QUALIFICATIONS AND PROPOSALS INSURANCE BROKER FOR PROPERTY, CASUALTY, FIDELITY AND OTHER INSURANCE

REQUEST FOR QUALIFICATIONS AND PROPOSALS INSURANCE BROKER FOR PROPERTY, CASUALTY, FIDELITY AND OTHER INSURANCE REQUEST FOR QUALIFICATIONS AND PROPOSALS INSURANCE BROKER FOR PROPERTY, CASUALTY, FIDELITY AND OTHER INSURANCE RESPONSES DUE: Friday, February 6, 2009, by 5:00 P.M. Central time Page 1 of 13 Section I:

More information

REQUEST FOR PROPOSALS TO PROVIDE FINANCIAL ADVISOR SERVICES TO THE CAMINO REAL REGIONAL MOBILITY AUTHORITY. October 29, 2014

REQUEST FOR PROPOSALS TO PROVIDE FINANCIAL ADVISOR SERVICES TO THE CAMINO REAL REGIONAL MOBILITY AUTHORITY. October 29, 2014 REQUEST FOR PROPOSALS TO PROVIDE FINANCIAL ADVISOR SERVICES TO THE CAMINO REAL REGIONAL MOBILITY AUTHORITY October 29, 2014 PROPOSED SCHEDULE Date Issued October 29 2014 Questions Due: November 5, 2014

More information

REQUEST FOR QUALIFICATIONS PROPERTY APPRAISAL SERVICES. Prepared by. City of Richmond Finance Department. February 18, 2016 RESPONSES DUE:

REQUEST FOR QUALIFICATIONS PROPERTY APPRAISAL SERVICES. Prepared by. City of Richmond Finance Department. February 18, 2016 RESPONSES DUE: REQUEST FOR QUALIFICATIONS PROPERTY APPRAISAL SERVICES Prepared by City of Richmond Finance Department February 18, 2016 RESPONSES DUE: 2:30 P.M., Monday, March 7, 2016 REQUEST FOR STATEMENTS OF QUALIFICATIONS

More information

LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION REQUEST FOR PROPOSAL JULY 10, 2014

LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION REQUEST FOR PROPOSAL JULY 10, 2014 LOS ANGELES COUNTY EMPLOYEES RETIREMENT ASSOCIATION REQUEST FOR PROPOSAL JULY 10, 2014 SEEKING: EXECUTIVE SEARCH SERVICES FOR PRINCIPAL INVESTMENT OFFICER POSITION Contact Person: John Nogales Director

More information

Joint Powers Authority Bond Counsel and Tax Counsel Legal Services

Joint Powers Authority Bond Counsel and Tax Counsel Legal Services SOUTHERN CALIFORNIA PUBLIC POWER AUTHORITY REQUEST FOR PROPOSALS for Joint Powers Authority Bond Counsel and Tax Counsel Legal Services Dated: May 1, 2011 Response Deadline: Friday, May 27, 2011 by 5:00

More information

MUNICIPAL DEBT FINANCIAL ADVISORY SERVICES

MUNICIPAL DEBT FINANCIAL ADVISORY SERVICES Request for Proposal MUNICIPAL DEBT FINANCIAL ADVISORY SERVICES Denver Urban Renewal Authority 1555 California Street, Suite 200 Denver, Colorado 80202 Issued: October 5, 2015 Response Date: October 23,

More information

DELAWARE STATE HOUSING AUTHORITY REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES

DELAWARE STATE HOUSING AUTHORITY REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES DELAWARE STATE HOUSING AUTHORITY REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY SERVICES I. Overview The Delaware State Housing Authority (DSHA) seeks firms interested in providing independent financial

More information

NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY REQUEST FOR PROPOSALS FOR SERVICES AS AN INDEPENDENT REGISTERED MUNICIPAL ADVISOR.

NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY REQUEST FOR PROPOSALS FOR SERVICES AS AN INDEPENDENT REGISTERED MUNICIPAL ADVISOR. NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY REQUEST FOR PROPOSALS FOR SERVICES AS AN INDEPENDENT REGISTERED MUNICIPAL ADVISOR May 31, 2016 Introduction The New Jersey Educational Facilities Authority (the

More information

ORANGE COUNTY PUBLIC SCHOOLS

ORANGE COUNTY PUBLIC SCHOOLS ORANGE COUNTY PUBLIC SCHOOLS Contract Administration 6501 Magic Way Orlando, Florida 32809 (407) 317-3700 FAX (407) 317-3752 REQUEST FOR PROPOSALS PROTOTYPE ASSESSMENT SERVICES FOR THE SCHOOL BOARD OF

More information

City of Vallejo REQUEST FOR PROPOSAL WORKERS COMPENSATION CLAIMS AUDIT

City of Vallejo REQUEST FOR PROPOSAL WORKERS COMPENSATION CLAIMS AUDIT City of Vallejo REQUEST FOR PROPOSAL WORKERS COMPENSATION CLAIMS AUDIT Date original issued: September 28, 2015 Qualifications Statements due: The City of Vallejo will consider Proposals submitted in response

More information

STATE OF WISCONSIN. Relating to VARIOUS PROGRAMS AND OBLIGATIONS ELECTRONIC SUBMITTALS DUE BY NOON (CT) THURSDAY, JULY 30, 2009.

STATE OF WISCONSIN. Relating to VARIOUS PROGRAMS AND OBLIGATIONS ELECTRONIC SUBMITTALS DUE BY NOON (CT) THURSDAY, JULY 30, 2009. REQUEST FOR QUALIFICATIONS FINANCIAL ADVISOR SERVICES Relating to VARIOUS PROGRAMS AND OBLIGATIONS STATE OF WISCONSIN Issued By: State of Wisconsin Department of Administration Capital Finance Office 101

More information

REQUEST FOR QUALIFICATIONS FINANCIAL ADVISOR SERVICES RFQ #029-08-09

REQUEST FOR QUALIFICATIONS FINANCIAL ADVISOR SERVICES RFQ #029-08-09 REQUEST FOR QUALIFICATIONS FINANCIAL ADVISOR SERVICES RFQ #029-08-09 1. GENERAL: 1.1. The Grapevine-Colleyville Independent School District ( GCISD ) is requesting qualifications for financial advisor

More information

Request for Proposal Bond Issue Financial Advisor

Request for Proposal Bond Issue Financial Advisor Request for Proposal Bond Issue Financial Advisor The City of Marceline is requesting proposals for the services of a Bond Issue Financial Advisor as described in the attached request. Qualified organizations

More information

REQUEST FOR PROPOSAL. Insurance Broker Services. Property Liability Casualty Fleet Workers Compensation

REQUEST FOR PROPOSAL. Insurance Broker Services. Property Liability Casualty Fleet Workers Compensation 925 Felix Street St. Joseph, MO 64501 Telephone: 816-671-4000 Fax: 816-671-4469 REQUEST FOR PROPOSAL Insurance Broker Services Property Liability Casualty Fleet Workers Compensation CONTACT: RESPONSE DUE:

More information

NORTH CAROLINA DEPARTMENT OF STATE TREASURER REQUEST FOR QUALIFICATIONS TAX COUNSEL

NORTH CAROLINA DEPARTMENT OF STATE TREASURER REQUEST FOR QUALIFICATIONS TAX COUNSEL NORTH CAROLINA DEPARTMENT OF STATE TREASURER REQUEST FOR QUALIFICATIONS TAX COUNSEL I. Purpose & Background The North Carolina Department of State Treasurer ( Department ) requests proposals from law firms

More information

REQUEST FOR PROPOSAL/QUALIFICATIONS FOR INDEPENDENT FINANCIAL ADVISOR. Issued by the Town of Bedford

REQUEST FOR PROPOSAL/QUALIFICATIONS FOR INDEPENDENT FINANCIAL ADVISOR. Issued by the Town of Bedford REQUEST FOR PROPOSAL/QUALIFICATIONS FOR INDEPENDENT FINANCIAL ADVISOR Issued by the Town of Bedford Chris Burdick, Supervisor David Gabrielson, Deputy Supervisor Francis Corcoran Marybeth Kass Lisbeth

More information

ARTICLE I General. These Procedures are being adopted by the School District board of education as debt issuance disclosure best practices.

ARTICLE I General. These Procedures are being adopted by the School District board of education as debt issuance disclosure best practices. Municipal Finance Disclosure and Continuing Disclosure Policies and Procedures ARTICLE I General Section 1.1. Purpose The purpose of the Chenango Valley Central School District Municipal Finance Disclosure

More information

Amendment and Consent No. 2 (Morris County Renewable Energy Program, Series 2011)

Amendment and Consent No. 2 (Morris County Renewable Energy Program, Series 2011) Execution Version Amendment and Consent No. 2 (Morris County Renewable Energy Program, Series 2011) by and among MORRIS COUNTY IMPROVEMENT AUTHORITY, COUNTY OF MORRIS, NEW JERSEY, U.S. BANK NATIONAL ASSOCIATION

More information

TOWN OF HARRISON NEW JERSEY MUNICIPAL AUDIT SERVICES REQUEST FOR PROPOSAL

TOWN OF HARRISON NEW JERSEY MUNICIPAL AUDIT SERVICES REQUEST FOR PROPOSAL TOWN OF HARRISON NEW JERSEY MUNICIPAL AUDIT SERVICES REQUEST FOR PROPOSAL Project Name: MUNICIPAL AUDIT SERVICES RFP Due By: August 13, 2015, 2:00 P.M. RFP Submitted By: 1 REQUEST FOR PROPOSAL (RFP) ADVERTISEMENT

More information

Introduction. Scope of Services

Introduction. Scope of Services Introduction South San Francisco, "The Industrial City" was incorporated on September 19, 1908. It has a population of approximately 66,000 and a land area of 9.14 square miles. South San Francisco is

More information

City of New Rochelle New York. REQUEST FOR PROPOSAL Specification No. 5044

City of New Rochelle New York. REQUEST FOR PROPOSAL Specification No. 5044 Department of Finance Tel (914) 654-2072 515 North Avenue Fax (914) 654-2344 New Rochelle, NY 10801 Howard Rattner Commissioner Mark Zulli Risk/Purchasing Manager City of New Rochelle New York REQUEST

More information

REQUEST FOR PROPOSAL/QUALIFICATIONS FOR HEALTH INSURANCE BROKER OF RECORD. Issued by the. Township of Haddon. Date Issued: July 23, 2014

REQUEST FOR PROPOSAL/QUALIFICATIONS FOR HEALTH INSURANCE BROKER OF RECORD. Issued by the. Township of Haddon. Date Issued: July 23, 2014 REQUEST FOR PROPOSAL/QUALIFICATIONS FOR HEALTH INSURANCE BROKER OF RECORD Issued by the Township of Haddon Date Issued: July 23, 2014 Responses Due By: August 18, 2014 REQUEST FOR PROPOSAL/QUALIFICATIONS

More information

State Health Benefit Plan Procurement Policy

State Health Benefit Plan Procurement Policy State Health Benefit Plan Procurement Policy 1. Introduction 1.1 Purpose The mission of the Department of Community Health (DCH) Office of Procurement Services (OPS) is to obtain quality goods and services

More information

REQUEST FOR PROPOSALS TO PROVIDE FINANCIAL ADVISOR SERVICES TO THE CITY OF PERRIS. July 21, 2016

REQUEST FOR PROPOSALS TO PROVIDE FINANCIAL ADVISOR SERVICES TO THE CITY OF PERRIS. July 21, 2016 REQUEST FOR PROPOSALS TO PROVIDE FINANCIAL ADVISOR SERVICES TO THE CITY OF PERRIS July 21, 2016 PROPOSED SCHEDULE Date Issued: July 21, 2016 Submittals Due: August 11, 2016 Potential Interviews: August

More information

ADMINISTRATIVE REGULATION AR: 6.03 DATE APPROVED September 10, 2002 ORIGINATING DEPARTMENT:

ADMINISTRATIVE REGULATION AR: 6.03 DATE APPROVED September 10, 2002 ORIGINATING DEPARTMENT: ADMINISTRATIVE REGULATION AR: 6.03 DATE APPROVED September 10, 2002 SUBJECT: ORIGINATING DEPARTMENT: Debt Management Policy Office of Management & Budget Page 1 of 8 I. PURPOSE: The County recognizes the

More information

UNITED STATES OF AMERICA Before the SECURITIES AND EXCHANGE COMMISSION

UNITED STATES OF AMERICA Before the SECURITIES AND EXCHANGE COMMISSION UNITED STATES OF AMERICA Before the SECURITIES AND EXCHANGE COMMISSION SECURITIES ACT OF 1933 Release No. 8852 / September 28, 2007 ADMINISTRATIVE PROCEEDING File No. 3-12850 In the Matter of Anchor National

More information

NEWBURGH ENLARGED CITY SCHOOL DISTRIST NEWBURGH, NEW YORK REQUEST FOR PROPOSAL ARCHITECTURE SERVICES 2015 2016

NEWBURGH ENLARGED CITY SCHOOL DISTRIST NEWBURGH, NEW YORK REQUEST FOR PROPOSAL ARCHITECTURE SERVICES 2015 2016 NEWBURGH ENLARGED CITY SCHOOL DISTRIST NEWBURGH, NEW YORK REQUEST FOR PROPOSAL ARCHITECTURE SERVICES 2015 2016 Notice is hereby given that the Board of Education of the Newburgh Enlarged City School District,

More information

TOWN OF SILVERTHORNE, COLORADO RFP for Independent Professional Auditing Services

TOWN OF SILVERTHORNE, COLORADO RFP for Independent Professional Auditing Services Nature of Services Required A. General The Town is soliciting the services of qualified firms of certified public accountants to audit its financial statements for the fiscal year ending December 31, 2011,

More information

Request for Proposals (RFP) to Serve as Financial Advisor to the State Universities for Fiscal Year 2015

Request for Proposals (RFP) to Serve as Financial Advisor to the State Universities for Fiscal Year 2015 Only firms which have been prequalified by the Office of Financial Management for Fiscal Year 2014 and Fiscal Year 2015 to provide financial advisory services to the State Universities may submit a response

More information

Request for Proposals For Financial Advisor Services

Request for Proposals For Financial Advisor Services Request for Proposals For Financial Advisor Services Finance Department Contents Section I Introduction 2 Section II Description of Village 2 Section III Debt Financing Plans 3 Section IV Scope of Services

More information

CHAPTER 11 APPEALS AND DISPUTES

CHAPTER 11 APPEALS AND DISPUTES CHAPTER 11 APPEALS AND DISPUTES In this Chapter look for... 11. General 11.1 Deleted 11.2 Administrative Appeals 11.3 Disputes 11.4 Alternative Dispute Resolution (ADR) 11. General. The Virginia Public

More information

CONSULTING SERVICES AGREEMENT

CONSULTING SERVICES AGREEMENT CONSULTING SERVICES AGREEMENT This CONSULTING SERVICES AGREEMENT (this Agreement ) is dated as of the latest date set forth on the signature page hereto (the Effective Date ) and is entered into by and

More information

GALVESTON COUNTY HEALTH DISTRICT. Request For Proposal Health Insurance Broker Services RFP 15-011

GALVESTON COUNTY HEALTH DISTRICT. Request For Proposal Health Insurance Broker Services RFP 15-011 GALVESTON COUNTY HEALTH DISTRICT Request For Proposal Health Insurance Broker Services RFP 15-011 INTRODUCTION The Galveston County Health District (GCHD) is requesting Proposals for health insurance broker

More information

Services to be Provided

Services to be Provided Dear Client: We are pleased to present our proposal to offer our services as independent accountants and tax preparers for the year ended December 31, 2013. This engagement letter embodies the entire agreement

More information

Request for Proposals

Request for Proposals City of Sonora Request for Proposals City of Sonora Microenterprise Technical Assistance Program Lead Technical Assistance Consultant City of Sonora Community Development Department 94 N. Washington Street

More information

RHODE ISLAND INFRASTRUCTURE BANK

RHODE ISLAND INFRASTRUCTURE BANK RHODE ISLAND INFRASTRUCTURE BANK REQUEST FOR PROPOSAL (RFP) Website Design and Development ISSUE DATE: January 6, 2016 RFP QUESTIONS DEADLINE: January 12, 2016 QUESTIONS AND ANSWERS POSTED: January 15,

More information

TABLE OF CONTENTS. I. Introduction 3. II. Background 3. III. Criteria 4. IV. Scope of Services 5. V. Selection Process 5. VI. Tentative Time Table 6

TABLE OF CONTENTS. I. Introduction 3. II. Background 3. III. Criteria 4. IV. Scope of Services 5. V. Selection Process 5. VI. Tentative Time Table 6 THE CITY OF LIVONIA Request for Proposal Investment Consulting Services; Defined Contribution (401) and Deferred Compensation (457) Plan Review and Service Provider Search April 2015 1 TABLE OF CONTENTS

More information

Request for Proposals

Request for Proposals Will County Treasurer Request for Proposals Merchant Services, ACH, and Online Bill Payment Brian S. McDaniel 3/5/2014 Introduction General Rules The Will County Treasurer will consider proposals from

More information

AGREEMENT BETWEEN THE CITY OF BEVERLY HILLS AND VENDOR TBD FOR PURCHASE AND INSTALLATION OF AUTOMATED LICENSE PLATE RECOGNITION SYSTEMS

AGREEMENT BETWEEN THE CITY OF BEVERLY HILLS AND VENDOR TBD FOR PURCHASE AND INSTALLATION OF AUTOMATED LICENSE PLATE RECOGNITION SYSTEMS AGREEMENT BETWEEN THE CITY OF BEVERLY HILLS AND VENDOR TBD FOR PURCHASE AND INSTALLATION OF AUTOMATED LICENSE PLATE RECOGNITION SYSTEMS NAME OF CONTRACTOR: RESPONSIBLE PRINCIPAL OF CONTRACTOR:, Vendor

More information

DISCRETIONARY INVESTMENT ADVISORY AGREEMENT

DISCRETIONARY INVESTMENT ADVISORY AGREEMENT DISCRETIONARY INVESTMENT ADVISORY AGREEMENT This Discretionary Investment Advisory Agreement (this Agreement ) is between (the "Client") and LEONARD L. GOLDBERG d/b/a GOLDBERG CAPITAL MANAGEMENT, a sole

More information

REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY / QUANTITATIVE SERVICES FOR THE IOWA FINANCE AUTHORITY S HOUSING PROGRAMS (RFP# IFA-01-2015)

REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY / QUANTITATIVE SERVICES FOR THE IOWA FINANCE AUTHORITY S HOUSING PROGRAMS (RFP# IFA-01-2015) REQUEST FOR PROPOSALS FOR FINANCIAL ADVISORY / QUANTITATIVE SERVICES FOR THE IOWA FINANCE AUTHORITY S HOUSING PROGRAMS (RFP# IFA-01-2015) Table of Contents ARTICLE 1 -- INTRODUCTION... 3 ARTICLE 2 -- ADMINISTRATIVE

More information

BOROUGH OF HADDONFIELD CAMDEN COUNTY NEW JERSEY MUNICIPAL SOLICITOR REQUEST FOR PROPOSAL

BOROUGH OF HADDONFIELD CAMDEN COUNTY NEW JERSEY MUNICIPAL SOLICITOR REQUEST FOR PROPOSAL BOROUGH OF HADDONFIELD CAMDEN COUNTY NEW JERSEY MUNICIPAL SOLICITOR REQUEST FOR PROPOSAL Project Name: MUNICIPAL SOLICITOR Date Packet Available: June 12, 2009 RFP Due By: July 2, 2009, 3:00 P.M. RFP Submitted

More information

Missouri Housing Development Commission

Missouri Housing Development Commission Missouri Housing Development Commission REQUEST FOR PROPOSALS FOR TRUSTEE SERVICES RESPONSE DEADLINE: Five (5) hard copies and one (1) electronic copy by email Due by Tuesday, January 27, 2015 by 3:00

More information

Agent Agreement WITNESSETH

Agent Agreement WITNESSETH PATRIOT NATIONAL UNDERWRITERS, INC. Agent Agreement THIS AGENT AGREEMENT (the Agreement ) is made and entered into by and between Patriot National Underwriters, Inc., a Texas corporation ( Patriot ), and

More information

NOTICE OF BOND SALE $30,000,000 FLORIDA GULF COAST UNIVERSITY FINANCING CORPORATION

NOTICE OF BOND SALE $30,000,000 FLORIDA GULF COAST UNIVERSITY FINANCING CORPORATION NOTICE OF BOND SALE $30,000,000 FLORIDA GULF COAST UNIVERSITY FINANCING CORPORATION consisting of $30,000,000 Capital Improvement Revenue Bonds, Series 2013A (Housing Project) NOTICE IS HEREBY GIVEN that

More information

CITY OF BEVERLY NEW JERSEY MUNICIPAL NON-AUDIT SERVICES REQUEST FOR PROPOSAL

CITY OF BEVERLY NEW JERSEY MUNICIPAL NON-AUDIT SERVICES REQUEST FOR PROPOSAL CITY OF BEVERLY NEW JERSEY MUNICIPAL NON-AUDIT SERVICES REQUEST FOR PROPOSAL Project Name: MUNICIPAL NON-AUDIT SERVICES RFP Due By: December 10, 2015, 12 noon RFP Submitted By: 1 REQUEST FOR PROPOSAL (RFP)

More information

REQUEST FOR QUALIFICATIONS SINGLE FAMILY HOME DEVELOPMENT JOPLIN, MISSOURI, MSA REQUIRED BY MISSOURI HOUSING DEVELOPMENT COMMISSION

REQUEST FOR QUALIFICATIONS SINGLE FAMILY HOME DEVELOPMENT JOPLIN, MISSOURI, MSA REQUIRED BY MISSOURI HOUSING DEVELOPMENT COMMISSION REQUEST FOR QUALIFICATIONS SINGLE FAMILY HOME DEVELOPMENT JOPLIN, MISSOURI, MSA REQUIRED BY MISSOURI HOUSING DEVELOPMENT COMMISSION RESPONSES DUE: Friday April 6, 2012, by 4:30 P.M. Central Daylight Time

More information

Request for Proposals to Design, Build, Finance, Operate and Maintain North Commuter Parkway and Traffic Bridge Project City of Saskatoon

Request for Proposals to Design, Build, Finance, Operate and Maintain North Commuter Parkway and Traffic Bridge Project City of Saskatoon Request for Proposals to Design, Build, Finance, Operate and Maintain North Commuter Parkway and Traffic Bridge Project City of Saskatoon () Request for Proposals TABLE OF CONTENTS SECTION 1 INTRODUCTION...

More information

INVESTMENT ADVISORY AGREEMENT

INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT This Investment Advisory Agreement is entered into by and between CONFLUENCE INVESTMENT MANAGEMENT LLC, a Delaware limited liability company ( Adviser ), and the undersigned

More information

RETAINER AGREEMENT. Dibble & Miller, P.C.

RETAINER AGREEMENT. Dibble & Miller, P.C. RETAINER AGREEMENT Dibble & Miller, P.C. Print Client s First Name, Middle Initial and Last Name This Retainer Agreement is a binding contract between the Law Firm of Dibble & Miller, P.C. and you, the

More information

LONG ISLAND POWER AUTHORITY UTILITY DEBT SECURITIZATION AUTHORITY Debt Management Policy (as amended on March 26, 2015)

LONG ISLAND POWER AUTHORITY UTILITY DEBT SECURITIZATION AUTHORITY Debt Management Policy (as amended on March 26, 2015) LONG ISLAND POWER AUTHORITY UTILITY DEBT SECURITIZATION AUTHORITY Debt Management Policy (as amended on March 26, 2015) I. Purpose of Debt Management Policy The debt management policy sets forth the parameters

More information

Terms and Conditions for Tax Services

Terms and Conditions for Tax Services Terms and Conditions for Tax Services In the course of delivering services relating to tax return preparation, tax advisory, and assistance in tax controversy matters, Brady, Martz & Associates, P.C. (we

More information

Insurance Market Solutions Group, LLC Sub-Producer Agreement

Insurance Market Solutions Group, LLC Sub-Producer Agreement Insurance Market Solutions Group, LLC Sub-Producer Agreement This Producer Agreement is made and entered into effective the day of, 20, by and between Insurance Market Solutions Group, LLC a Texas Company

More information

Investment Advisory Agreement

Investment Advisory Agreement Investment Advisory Agreement Whereas ("Client") hereby appoints Fried Asset Management, Inc. ("Adviser") as investment adviser to manage the investment and reinvestment of the cash and securities in the

More information

UNITED STATES OF AMERICA Before the SECURITIES AND EXCHANGE COMMISSION

UNITED STATES OF AMERICA Before the SECURITIES AND EXCHANGE COMMISSION SECURITIES ACT OF 1933 Release No. 9404 / May 22, 2013 ADMINISTRATIVE PROCEEDING File No. 3-15329 UNITED STATES OF AMERICA Before the SECURITIES AND EXCHANGE COMMISSION In the Matter of CITY OF SOUTH MIAMI,

More information

UTAH COUNTY REQUEST FOR PROPOSALS FOR A PROVIDER OF SUBSTANCE ABUSE CASE MANAGEMENT SERVICES FOR THE UTAH COUNTY JUSTICE COURT

UTAH COUNTY REQUEST FOR PROPOSALS FOR A PROVIDER OF SUBSTANCE ABUSE CASE MANAGEMENT SERVICES FOR THE UTAH COUNTY JUSTICE COURT UTAH COUNTY REQUEST FOR PROPOSALS FOR A PROVIDER OF SUBSTANCE ABUSE CASE MANAGEMENT SERVICES FOR THE UTAH COUNTY JUSTICE COURT SECTION 1 ADMINISTRATIVE OVERVIEW 1.1 BACKGROUND Utah County is planning to

More information

HOUSE OF REPRESENTATIVES STAFF ANALYSIS

HOUSE OF REPRESENTATIVES STAFF ANALYSIS HOUSE OF REPRESENTATIVES STAFF ANALYSIS BILL #: CS/HB 1429 Florida Workers' Compensation Joint Underwriting Association, Inc. SPONSOR(S): Jobs & Entrepreneurship Council; Grant TIED BILLS: IDEN./SIM. BILLS:

More information

INDEPENDENCE TOWNSHIP OAKLAND COUNTY REQUEST FOR PROPOSALS LEGAL SERVICES

INDEPENDENCE TOWNSHIP OAKLAND COUNTY REQUEST FOR PROPOSALS LEGAL SERVICES INDEPENDENCE TOWNSHIP OAKLAND COUNTY REQUEST FOR PROPOSALS LEGAL SERVICES Submission Deadline: September 1, 2015 1 INDEPENDENCE TOWNSHIP, OAKLAND COUNTY REQUEST FOR PROPOSALS LEGAL SERVICES Background

More information

Request for Proposal. Uintah High School Yearbook Publishing & Printing Services. Uintah School District 635 West 200 South Vernal Utah, 84078

Request for Proposal. Uintah High School Yearbook Publishing & Printing Services. Uintah School District 635 West 200 South Vernal Utah, 84078 Request for Proposal Uintah High School Yearbook Publishing & Printing Services Uintah School District 635 West 200 South Vernal Utah, 84078 Deadline for Submittal June 18, 2014 2:00 p.m. Uintah School

More information

INVITATION TO NEGOTIATE (ITN) 1424JPSA FOR CONVOCATION CORP INVESTMENT BANKING

INVITATION TO NEGOTIATE (ITN) 1424JPSA FOR CONVOCATION CORP INVESTMENT BANKING INVITATION TO NEGOTIATE (ITN) 1424JPSA FOR CONVOCATION CORP INVESTMENT BANKING For the refunding of the UCF Convocation Corporation s Certificates of Participation (UCF Convocation Master Lease Program),

More information

Bookrunners and the syndicate of lenders named therein (collectively, the Banks ), for the provision of the Line of Credit;

Bookrunners and the syndicate of lenders named therein (collectively, the Banks ), for the provision of the Line of Credit; A RESOLUTION OF THE BOARD OF GOVERNORS OF CITIZENS PROPERTY INSURANCE CORPORATION AUTHORIZING A REVOLVING LINE OF CREDIT IN AN AGGREGATE PRINCIPAL AMOUNT NOT EXCEEDING $1,000,000,000, FOR THE PURPOSE OF

More information

CHAPTER 5 CERTIFICATE STATUS MAINTENANCE C.R.S. 1973, 12-2-108, 12-2-119(5), 12-2-122.5 and 12-2-123

CHAPTER 5 CERTIFICATE STATUS MAINTENANCE C.R.S. 1973, 12-2-108, 12-2-119(5), 12-2-122.5 and 12-2-123 CHAPTER 5 CERTIFICATE STATUS MAINTENANCE C.R.S. 1973, 12-2-108, 12-2-119(5), 12-2-122.5 and 12-2-123 Sections 12-2-108, 12-2-115.5, 12-2-119(5), 12-2-122.5, 12-2-123 and 24-34-102(8)(d), C.R.S. 5.1 INTRODUCTION

More information

AGREEMENT BETWEEN THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO and PROJECT ARCHITECT for A PROJECT OF LIMITED SIZE OR SCOPE

AGREEMENT BETWEEN THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO and PROJECT ARCHITECT for A PROJECT OF LIMITED SIZE OR SCOPE AGREEMENT BETWEEN THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO and PROJECT ARCHITECT for A PROJECT OF LIMITED SIZE OR SCOPE This Agreement is made as of, 20 (the Effective Date ), by and

More information

UNIVERSITY OF OKLAHOMA BOND ISSUE TAX CODE AND SECURITIES LAW COMPLIANCE POLICY

UNIVERSITY OF OKLAHOMA BOND ISSUE TAX CODE AND SECURITIES LAW COMPLIANCE POLICY UNIVERSITY OF OKLAHOMA BOND ISSUE TAX CODE AND SECURITIES LAW COMPLIANCE POLICY I. GENERAL The University of Oklahoma, a body corporate and politic, and instrumentality of the State of Oklahoma ( University

More information

COAST COMMUNITY COLLEGE DISTRICT REQUEST FOR PROPOSALS #2013 FOR

COAST COMMUNITY COLLEGE DISTRICT REQUEST FOR PROPOSALS #2013 FOR COAST COMMUNITY COLLEGE DISTRICT REQUEST FOR PROPOSALS #2013 FOR CONSTRUCTION MANAGEMENT SERVICES FOR ORANGE COAST COLLEGE BUSINESS, MATH, COMPUTING CENTER December 14, 2012 PROPOSALS DUE: By 4 p.m. -

More information

COUNTY OF ORANGE OFFICE OF COUNTY COUNSEL

COUNTY OF ORANGE OFFICE OF COUNTY COUNSEL COUNTY OF ORANGE OFFICE OF COUNTY COUNSEL REQUEST FOR STATEMENTS OF QUALIFICATIONS OF SPECIAL COUNSEL FOR REDEVELOPMENT AND HOUSING SERVICES The County Counsel s office of the County of Orange ( County

More information

LENDER PARTICIPATION AGREEMENT. By and Between. RAYMOND JAMES & ASSOCIATES, INC., as Program Administrator. and., as Participating Lender

LENDER PARTICIPATION AGREEMENT. By and Between. RAYMOND JAMES & ASSOCIATES, INC., as Program Administrator. and., as Participating Lender LENDER PARTICIPATION AGREEMENT By and Between RAYMOND JAMES & ASSOCIATES, INC., as Program Administrator and, as Participating Lender Made and entered into as of, 20 Table of Contents Page ARTICLE I DEFINITIONS

More information

Detroit Land Bank Authority. Request for Qualifications: As Needed Legal Services

Detroit Land Bank Authority. Request for Qualifications: As Needed Legal Services Detroit Land Bank Authority Request for Qualifications: As Needed Legal Services RFQ NUMBER: 02-09-2015 DATE ISSUED: Request for Qualifications As Needed Legal Services Page 2 REQUEST FOR QUALIFICATIONS

More information

Health Plan Select, Inc. Business Associate Privacy Addendum To The Service Agreement

Health Plan Select, Inc. Business Associate Privacy Addendum To The Service Agreement This (hereinafter referred to as Addendum ) by and between Athens Area Health Plan Select, Inc. (hereinafter referred to as HPS ) a Covered Entity under HIPAA, and INSERT ORG NAME (hereinafter referred

More information

GENERAL AGENT AGREEMENT

GENERAL AGENT AGREEMENT Complete Wellness Solutions, Inc. 6338 Constitution Drive Fort Wayne, Indiana 46804 GENERAL AGENT AGREEMENT This Agreement is made by and between Complete Wellness Solutions, Inc. (the Company ) and (the

More information

GOVERNOR S OFFICE OF BUSINESS AND ECONOMIC DEVELOPMENT

GOVERNOR S OFFICE OF BUSINESS AND ECONOMIC DEVELOPMENT GOVERNOR S OFFICE OF BUSINESS AND ECONOMIC DEVELOPMENT STATE OF CALIFORNIA OFFICE OF GOVERNOR EDMUND G. BROWN JR. CALIFORNIA COMPETES TAX CREDIT ALLOCATION AGREEMENT This California Competes Tax Credit

More information

Insurance Producer Agreement

Insurance Producer Agreement Insurance Producer Agreement Section 1 - Producer s Authority The Producer shall periodically submit risks to the Company for its consideration as authorized by the Company. These risks shall be located

More information

BYLAWS OF SCHNAUZER & FRIENDS RESCUE, INC. A NONPROFIT CORPORATION PREAMBLE

BYLAWS OF SCHNAUZER & FRIENDS RESCUE, INC. A NONPROFIT CORPORATION PREAMBLE BYLAWS OF SCHNAUZER & FRIENDS RESCUE, INC. A NONPROFIT CORPORATION PREAMBLE These bylaws are subordinate to and governed by the provisions of the articles of incorporation of this corporation. Section

More information

CITY OF RIVERSIDE, MISSOURI REQUEST FOR PROPOSALS FINANCIAL ADVISOR SERVICES

CITY OF RIVERSIDE, MISSOURI REQUEST FOR PROPOSALS FINANCIAL ADVISOR SERVICES CITY OF RIVERSIDE, MISSOURI REQUEST FOR PROPOSALS The City of Riverside is requesting Request for Proposals from interested persons and/or firms for the provision Financial Advisor services. Firms may,

More information

388 Blohm Ave. PO Box 388 Aromas CA 95004-0388 (831)726-3155 FAX (831)726-3951 email aromaswd@aol.com ADDENDUM NO. 1

388 Blohm Ave. PO Box 388 Aromas CA 95004-0388 (831)726-3155 FAX (831)726-3951 email aromaswd@aol.com ADDENDUM NO. 1 388 Blohm Ave. PO Box 388 Aromas CA 95004-0388 (831)726-3155 FAX (831)726-3951 email aromaswd@aol.com May 6, 2015 To: All Plan Holders From: Vicki Morris General Manager Subject: Water Serviceline Installation

More information

TEXAS ASSOCIATION OF REALTORS INDEPENDENT CONTRACTOR AGREEMENT FOR SALES ASSOCIATE. Robyn Jones Homes, LLC

TEXAS ASSOCIATION OF REALTORS INDEPENDENT CONTRACTOR AGREEMENT FOR SALES ASSOCIATE. Robyn Jones Homes, LLC 1 TEXAS ASSOCIATION OF REALTORS INDEPENDENT CONTRACTOR AGREEMENT FOR SALES ASSOCIATE USE OF THIS FORM BY PERSONS WHO ARE NOT MEMBERS OF THE TEXAS ASSOCIATION OF REALTORS IS NOT AUTHORIZED Texas Association

More information

BYLAWS OF THE BLACK LAKE ASSOCIATION

BYLAWS OF THE BLACK LAKE ASSOCIATION BYLAWS OF THE BLACK LAKE ASSOCIATION Mission Statement: The mission of the Black Lake Association is to monitor Black Lake for environmental and ecological changes and to promote activities which will

More information

FINANCIAL ADVISORY SERVICES BY INDEPENDENT REGISTERED MUNICIPAL ADVISORS

FINANCIAL ADVISORY SERVICES BY INDEPENDENT REGISTERED MUNICIPAL ADVISORS REQUEST FOR QUALIFICATIONS FINANCIAL ADVISORY SERVICES BY INDEPENDENT REGISTERED MUNICIPAL ADVISORS Relating to: General Obligation Bond Issuance and Management Ohio Public Facilities Commission STATE

More information

Delaware Sustainable Energy Utility Request for Qualifications for Financial Advisory Services

Delaware Sustainable Energy Utility Request for Qualifications for Financial Advisory Services Delaware Sustainable Energy Utility Request for Qualifications for Financial Advisory Services The Delaware Sustainable Energy Utility ( SEU ) requests that your firm submit its qualifications to serve

More information

Requirements for Qualifications Package Submittals

Requirements for Qualifications Package Submittals Florida Keys Aqueduct Authority 1100 Kennedy Drive Key West, Florida 33040 January 2015 Request for Qualifications FKAA-RFQ-0002-15 Hydrogeological Services Requirements for Qualifications Package Submittals

More information

REQUEST FOR PROPOSALS FOR Franchise Fees, Sales and Use Tax Audits

REQUEST FOR PROPOSALS FOR Franchise Fees, Sales and Use Tax Audits REQUEST FOR PROPOSALS FOR Franchise Fees, Sales and Use Tax Audits The City of Louisville, Colorado is accepting proposals for the purpose of performing sales and use tax, and franchise fee compliance

More information

OSWEGO COUNTY PURCHASING DEPARTMENT

OSWEGO COUNTY PURCHASING DEPARTMENT Bid #38-14 VOIP Municipal Lease OSWEGO COUNTY PURCHASING DEPARTMENT County Office Building 46 East Bridge Street Oswego, NY 13126 Phone (315) 349-8307 Fax (315) 349-8308 Email: dstevens@oswegocounty.com

More information

Price quotes must be received no later than October 16, 2015 at 3:00 p.m. at the above address.

Price quotes must be received no later than October 16, 2015 at 3:00 p.m. at the above address. Request for Price Quotes For the provision of technical writing for the delivery of a policy and procedural manual for the Dutchess County Workforce Investment Board Issue Date September 24, 2015 Deadline

More information

REQUEST FOR QUALIFICATIONS ( RFQ )

REQUEST FOR QUALIFICATIONS ( RFQ ) DISTRICT OF COLUMBIA HOUSING FINANCE AGENCY 815 Florida Avenue, N.W. Washington, D.C. 20001-3017 (202) 777-1600 (202) 986-6705 or (202) 986-6736 (FAX) REQUEST FOR QUALIFICATIONS ( RFQ ) The District of

More information