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09/1~,~1997 14:54 5~3~'894145 RS <br />~tcachment .4 ~ ~~, <br />Scope of Advisor Services ~~ U,~ ~„~, <br />Courthouse Square Project <br />Ser~~ice Provi~lers• ~ardiner & CI~ncy L L C' ~}~d R S Clement,~ & Associatcs(~ <br />Tf~e following scope of services wi11 be provided by the contractor to ;~farion County ~~cr ~ne aurat~otl <br />of tlie cont:ract~ ~ <br />Fin:~ncial Plan Development <br />~ :~ssist the Count}' in developing tlie most advantageous pian of finance for the Courchouse <br />Square projzct, the Public Works ~'aciiity ~nd other related ctedits. <br />- Assist the County and Transit District in presentin~ the feasibility of the financin~ plan to r.he <br />FTA <br />~ev_ e[~~met~t .~~,reement Technica~ A~sist~nce <br />- Assist the County in deveiopin~ business terms for the Development Agreement with the <br />proposed deve(oper of Lhe Courthouse Square project. <br />~ Revie~v proposed chan~es to th~ business terms of the De~elopment A~reement for their impact <br />on County finances and on the financing of the County's portion of the pr~ject. <br />Fi~,ane' '~am Man~,ement <br />- .~ssist the Couoty in sECUring services of those professionals o~ entities necessary for a <br />sticcessful County COP financing Program, inclttding but nat limited to bond counscl and <br />underivriters. <br />- ,~ssi;t the Countti~ in managing the interaction smon~ the various financing tea~n members on <br />bath [he public 8c private porti~ns of the project. <br />~red~t I4larket Relatiort~: <br />- Assist the County, along with other members of the financing team, in deveioping and <br />irnplementiri~ a credit markei stratecy for the County's COP program and the Courthouse Square <br />project, <br />.~'O~ Yss~uance Tech~ica! ssist nce <br />~ Provide Financia) Advisory services Ca the; Counry related to the issuanee of o~~e or inore series <br />of COPs, such services to include: <br />- f~evie~v ~„c, comnn~nt on resolutions and disclusure documents <br />- Coardination ~vith the underwriter on [he cal~ndar and lo~istics ~or the sale <br />' Advi~e th~ County on [erms and conditions appropriate to the structure required for a succcssful <br />and fin~ncially feasible ~inancine <br />' Advise tl~e Cou«i}~ on issues related to pricin~ ~fdebt is.ued, inciuding interest rates, <br />uiZde:~writer,' coanpensatio:~ and other key compone»ts. <br />' Assist tl~e financial team in bringing finanees to an expeditious closing. <br />Anc; with a(1 other issues as suggested by the <,ounty A~r:~ir;i5trater that are refat:ed to the successful <br />corr~pletio!~ oftl~~e CO~S ~nancing process. <br />