CITY OF RIVIERA BEACH, FLORIDA
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1 On Behalf of the CITY OF RIVIERA BEACH, FLORIDA REQUEST FOR PROPOSALS (RFP) (RFP # ) INVESTMENT BANKING SERVICES FOR THE CITY S ISSUANCE OF January 08, 2015
2 DESCRIPTION: On behalf of the City of Riviera Beach (the City ), PFM is circulating this request for proposals to select an investment banking team to assist the City in completing the issuance of Taxable Public Improvement Revenue Bonds, Series 2015 (the Series 2015 Bonds ). Proposals will be used to select one (1) senior-managing underwriter and two (2) co-managers. The Series 2015 Bonds will be issued in the approximate par amount of $60,000,000 to fund all or a portion of the current unfunded actuarial accrued liability ( UAAL ) of the City s pension plans and retirement systems. The City strongly desires participation from minority and/or small business enterprise firms. Consistent with the City of Riviera Beach s Procurement Ordinance 4010, Section , all proposers have an opportunity to increase their opportunity to be awarded a City contract/project by maximizing their use of qualified MBEs in accordance with the City s MBE program. Concurrent with the selection process for Investment Banking firms, the City s staff, bond counsel, disclosure counsel, and financial advisor will be preparing certain necessary documents to complete the financing. It is expected that the senior managing underwriter(s) will be part of the financing team that further refines the plan of finance and assists in the development of the financing documents. A tentative calendar for the review of proposals is as follows: January 08, 2015 January 22, 2015 January 26, 2015 February 2015 RFP circulated Proposals due to the City and PFM Selection Committee Meeting to review proposals City s Selection of Investment Banking Firms Council Meeting approval. Exact Date to be determined. The City may, at its sole discretion and for any reason, determine that none of the proposals meet its goals and objectives and may elect to terminate the evaluation process. SUBMISSION REQUIREMENTS: Proposals should be prepared in at least size 12 font and should be responsive to the items listed under Proposal Requirements. Proposals should be marked Proposal for Investment Banking Services and an electronic copy should be ed and copies should be delivered to the following addresses no later than 3:00 p.m. eastern time on January 22, 2015: 2
3 (Electronic Only) Randy Sherman Sergio Masvidal Finance Director Managing Director City of Riviera Beach, FL C/O Office of the City Clerk Public Financial Management 600 West Blue Heron Blvd, Suite Alhambra Circle, Suite 404 Riviera Beach, Florida Coral Gables, FL Firms shall submit one (1) original, one (1) electronic version and six (6) copies of the response. NOTE: Any questions concerning this RFP should be directed to Sergio Masvidal at the above address and should be submitted in writing via . IMPORTANT: Contact by a Contractor, or anyone representing a Contractor, regarding this RFP with the Mayor, any City Commissioner, Officer, City employee, other than the above specified individual (Sergio Masvidal), is grounds for disqualification. PROPOSALS SUBMITTED TO THE CITY: Proposals must be submitted in sealed envelopes, delivered to the Office of the City Clerk, City of Riviera Beach, 600 West Blue Heron Blvd., Suite 140, Riviera Beach, Florida The RFP number and title must be plainly marked on the outside of the envelope. It will be the sole responsibility of the Proposer to ensure that the proposal reaches the office of the City Clerk on or before the closing hour and date shown on the RFP cover (Page 1). No proposals will be received, accepted, or considered after said time and date. TELEGRAPHIC OR FAXED PROPOSALS WILL NOT BE ACCEPTED. ADDITIONAL INFORMATION AND ADDENDUM: Please confirm receipt of this RFP and provide your contact information to PFM at masvidals@pfm.com to ensure that all interested parties receive updates and amendments to the RFP. If it becomes necessary to revise or amend any part of this RFP, notice of the revision will be given to all prospective proposers. No verbal or written information that is obtained other than by information in this document or addendum to this RFP shall be binding on the City. PROPOSAL REQUIREMENTS: MINIMUM REQUIREMENTS TO PROPOSE Each Proposer must satisfy the following Minimum Requirements to be considered for this solicitation. 3
4 Item Criteria Minimum Requirements 1. Authorizations and Registrations Proposer must be a validly formed investment banking firm authorized to do business in the State of Florida. Proposer must be registered as a broker/dealer with the appropriate Proposer can provide all required representations and disclosures. 2. Representations & Disclosures 3. Signature Proposal is signed by an officer authorized to bind the firm. 4. Receipt Proposal received on or before the due date and time. ADDITIONAL FACTORS In making a determination of best value, the following will also be considered: The firm s history of consistent participation as an underwriter in the municipal bond markets. The firm s historical commitment to the municipal capital markets. The firm s transaction history, including willingness to provide capital to municipalities. The experience of the key individuals listed to manage the account, specifically as an underwriter in the municipal bond markets. The firm s commitment and presence within the State of Florida and local markets. Proposals shall include the following information and should be limited to 10 pages (exclusive of resumes and deal list which can be included as an exhibit): 1. A letter of transmittal stating the proposer s understanding of the work to be performed and the names and titles of the persons who will be authorized to make representations for the proposer. 2. Provide a statement of assurance that your firm is not presently in violation of any statues of regulatory rules that might have an impact on your firm s operations, including those of the Securities and Exchange Commission, Municipal Securities Rulemaking Board, National Association of Securities Dealers, etc. and provide a summary of any litigation or pending lawsuits, criminal violations and/or convictions filed against the firm or key personnel in the past three years related to similar type of services requested. 3. Provide Documentation sufficient to evidence Proposer is (1) a validly formed investment banking firm authorized to do business in the state of Florida (2) registered as a broker/dealer with the appropriate National, State, and Federal authorities. 4. Details on the qualifications of the firm s key individual(s) who will be assigned to this contract; including education, experience and specialized knowledge and legal expertise in 4
5 governmental (including tax- exempt) field and experience in similar work. Include current resumes, proof of certifications or any licenses held by key staff. Specify the role each team member would play and identify the location of the individual s office. 5. Experience. What attributes set your firm apart from other firms with respect to transactions of this type. Provide a list of similar transactions and any other additional information considered to be relevant during the past two years to the City's proposed financing, such as details on the qualifications of the firm, experience with major rating agencies, financial institutions and investors during the past two years; include firm s size, structure, location of management and charter authorization and licenses to do business in the State of Florida. Also include firm s national, statewide and local service capabilities, including skilled technical and market resources of the firm. Please limit information provided to last 10 years only. 6. In chart form beginning with the year 2012, present a chronological listing of financings for which your firm served as senior manager or co-manager in a Florida governmental entity bond issuance. List date of issue, issue name, issue size, Bond Buyer Revenue Bond Index on sale date, T.I.C., gross spread, and the components of the gross spread. Be certain to include in the chart your firm s role in each financing listed. 7. Structure. Discuss your recommended structure and term for the financing. 8. Credit Discussion. Provide your recommendations and approach to rating agencies. Specify the number of agencies you recommend for the refunding bonds and any specific thoughts regarding the points to be addressed in credit agency meetings. 9. Marketing, Distribution and Pricing. Provide information on your marketing plan for the Series 2015 Bonds. Also provide a brief discussion on expected pricing levels based on current market conditions including couponing alternatives and spread to MMD. 10. Proposed Fees and Expenses. Please provide the proposed takedowns by maturity, average takedown, management fee (if any) and detailed expenses based upon a fixed-rate bond issuance (based upon the amortization schedule provided in Exhibit A). Expenses should include underwriter s counsel fees based on the assumption that disclosure counsel will draft the POS and OS. Does your firm have any arrangement with any unrelated individuals or entity with respect to the sharing of any compensation, fees, or profits received from or in relation to acting as an underwriter for the City? If so, provide a copy of any contract relating to the arrangement and the manner in which compensation of fees would be shared. PLEASE NOTE THE FIRM S OBLIGATION TO DISCLOSE TO THE CITY ANY SUCH RELATIONSHIP CONTINUES FROM THE DATE OF YOUR SUBMITTAL THROUGH THE ISSUANCE OF THE PROPOSED BONDS. 11. Please describe briefly if your firm has served the City in the last 3 years or submitted any financing ideas/proposals to the City. 5
6 12. References: Proposer shall provide three (3) references for the firm and three (3) references of the firm s key personnel showing performance of similar type contracts for governmental entities of similar size to the City. Provide three (3) references of similar issuers for which your firm has served as senior manager (or co-senior manager). Reference information must include, at a minimum: name of agency, contact person, address, telephone and facsimile numbers, , size of agency, and scope of work. A reference person must be someone who has personal knowledge of the proposer s performance. The reference person must have been informed that they are being used as a reference and that the City may check references. Letters of Commendations or Recommendation may also be included. PROPOSAL EVALUATION: Evaluation will include the criteria listed below and is listed from most to least important; however, the relative importance between the criteria may be minimal: Experience of the firm s primary personnel Experience with similar transactions Credit/Marketing Analysis Breadth and depth of the firm and its overall operations Recommended structure and term for the financing The Selection Committee reserves the right to amend these criteria. CONDITIONS AND LIMITATIONS: 1. The City reserves the right to reject any and all proposals and to request clarification of information from any proposer. 2. All proposals received in response to this RFP become the property of the City. 3. The City will not reimburse proposers for any costs associated with the preparation and submittal of any proposals, or for any travel costs that are incurred. 4. Proposer acknowledges that all information contained within their proposal is part of the public domain. 5. Proposers, their agents and associates, shall refrain from contacting or soliciting any staff member or official of the City regarding this RFP upon the release of the RFP. Failure to comply with the provision may result in disqualification of the proposer. 6. This RFP and the related responses of the selected proposer(s) will, by reference, become part of the formal agreement between the selected proposer and the City. 7. Compensation/Pricing. All fees shall be contingent upon completion of a financing. In the event the City elects to proceed with the financing, the City will use pricing and structuring information from the winning proposer s RFP during the actual pricing. Fees are subject to further negotiation on the part of the City or its Financial Advisor in order for the City to accomplish its financing objectives. 6
7 8. LOBBYING - As to any matter relating to this RFP, any proposer, team member, or anyone representing a proposer is advised that they are prohibited from contacting or lobbying the Mayor, City Commissioner, or City staff. In addition proposers are prohibited from contacting or lobbying members of the evaluation committee or Contractor, or any other person working on behalf of the City of Riviera Beach on any matter related to or involved with this RFP. For purposes of clarification, a team s representatives shall include, but not be limited to, the proposer s employees, partners, attorneys, officers, directors, contractors, lobbyists, or any actual or potential subcontractor or contractor of the proposer and the proposer s team. All oral or written inquiries are to be directed to Sergio Masvidal, Public Financial Management. Any violation of this condition may result in rejection and/or disqualification of the respondent and team. The No-Lobbying condition is in effect from the date of publication of this RFP and shall remain in effect until the City executes a contract, or otherwise takes action which ends the solicitation process 9. CONFLICT OF INTEREST - State if the selection of your firm will or may result in any current or potential conflict of interest. If so, specify the party with which the conflict exists or might arise, the nature of the conflict, and whether your firm would step aside or resign from the engagement or representation creating the conflict. Disclose any material agreements, relationships, retainers, or other arrangements that your firm or any of its employees have with any other investment banking firm, financial advisory firm, law firm, or other person or entity that may create a conflict of interest. 7
8 Exhibit A: Preliminary Amortization Period Ending Annual Principal 10/1/ ,000 10/1/2031 6,545,000 10/1/ ,000 10/1/2032 3,910,000 10/1/ ,000 10/1/2033 3,685,000 10/1/2019 1,040,000 10/1/2034 2,480,000 10/1/2020 1,195,000 10/1/2035* 2,570,000 10/1/2021 1,455,000 10/1/2036* 2,145,000 10/1/2022 1,665,000 10/1/2037* 1,080,000 10/1/2023 1,900,000 10/1/2038* 3,350,00 10/1/2024 2,205,000 10/1/2039* 240,000 10/1/2025 2,530,000 10/1/2040** 1,100,000 10/1/2026 2,585,000 10/1/2041** 620,000 10/1/2027 2,875,000 10/1/2042** 540,000 10/1/2028 3,425,000 10/1/2043** 260,000 10/1/2029 3,890,000 10/1/2044** 65,000 10/1/2030 4,480,000 * / ** denotes assumed term bond
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