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Financial- Prudential
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Last modified
9/19/2012 3:31:31 PM
Creation date
9/6/2011 5:00:26 PM
Metadata
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Building
RecordID
10220
Title
Financial- Prudential
Company
Marion County
BLDG Date
8/21/1998
Building
Courthouse Square
BLDG Document Type
Finance
Project ID
CS9801 Courthouse Square Construction
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07~/20~199E 09:37 50~2E94145 <br />JUN-10-B6 09:1EA~ fROM- <br />~`.- <br />I3nd,envritcr Wnrk S og~ <br />RS CLEMENTS PAGE 04 <br />503-i21-1560 T-535 P.04/Dl F-303 <br />~ Panicipaze as ~aat of she Working Group in the bond suuciuri~ <br />• Pr~pare discloseire docu~xnts <br />• Salicic and rzceive bids fr~m band insurers and maice recommendations baseci <br />on cosdbenefit <br />~ Pie~sar~e €-ncipg hopk ~ri4i IO ilie S~SIe <br />• Mar~t ihe issue <br />~~rovide a finai sales sumnoary <br />P.,,~~~osal Requimrr~etrts <br />Your proposal shauld direaly adtiress each af tbc below listed questions. Hrevicy <br />and clariry in responses w~ be considered a posuive attribute in thc cvalua,tion <br />pracess. <br />Q~stivns: <br />• Plr~c ci~e your exp~~~ce in underwr~jing c,crti~eates of participation ss3b,~ect <br />L~ annual appropristian. P2ease pro.-ide a lis~ of such financin~ campie~zd l~y <br />your fitm in Lhe past ~-ye~r5. <br />• Please tndicare the inaividuals in your firm whn v~rili worl: on the finarfcir~g. <br />Ptease indicace th~ isaturc of cach person's involvemeru_ <br />• Pleas~ dlscuss your uAderwriting ~.xperie~ce in Oregaa. <br />• T'he Counry vv~sbes to ma~tize ~be oppomuni~y for k~cal reside~cs Fo inves~ in <br />t~is i~suc. Plcase discuss your plan to achizve this goal and w~y your fum is <br />best equipped to :ueet thi.s goal. <br />• Please discuss any disclosure concerns you have r~gard~ng the County that you <br />fecl must bc address in ~he tiisclosure docutnenis. <br />• P~ease mdicaze the tnaxiinuru (~dve,rse market) and expectet3 (no~o,a1 markec) <br />spread you propose for this financi~. Within t}~e spreads iadica~ed, please <br />distu~gui5h betwaen fees far Mar~ag~ra, Underwriting, Takedoa.~ and <br />~.xpenses_ Ifyou anticipate using Und~rwriter's Caun~el, please indicate ihe <br />firm y~u int~nd to use. Plzase indicate if you are williug to provide a cap on <br />Underw~iter Coun3el Eees. <br />Courthouse Sqvare - Underwrirer REP 3 <br />
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