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MARION COUNTY, OREGON COURTHOUSE SQUARE PROJECT Request for Proposals from Trustee Banks Date Distributed: October , 1998 Date Due: October , 1998 INTRODUCTION The purpose of this Request for Proposals (RFP) is to select qualified a organization to act as trustee and paying agent for the Marion County Courthouse Square Project (the "ProjecY'). Courthouse Square, incorporates approximately 141,362 rentable square foot ("rsf') office building, new bus transit center, public areas and subsurface parking in downtown Salem adjacent to the Marion County Courthouse. The project is a joint venture between Marion County (the" County") and Satem Area Transit ("Transit"). These two agencies will be the primary building tenants. Transit will have paid for its participation in full upon completion and acceptance of the Project, therefore it is not a party to this RFP nor the subsequent contract between the County and the Trustee, BACKGROUND The Project will house County and Transit personnel and will seive as the administrative headquarters of each agency. Approximately 15,302 rsf is being built to accommodate the Counry's long-term elcpansion needs and therefore will be leased out until needed. The County has retained Clancy, Gardiner & Pierce, LLC and R S. Clements & Associates, LLC both of Portland, Oregon, as its financial advisors and the law firm of Stoel Rives LLP as bond counsel. SCHEDULE The County intends to proceed with the following proposed schedule in the selection of its trustee: Issue RFP October 9, 1998 Proposals Due October 23 , 1998 Selection by We County and approval of the County Commissioners October 30 , 1998 POINT OF CONTACT Questions regarding this RFP and the Project shall be directed to Mr. Billy Wasson, Project Manager at 503-588-8417. Respondents are specifically requested not to contact other staff members or County Commissioners. Failure to adhere to this provision may result in the disqualification of your firm. SUBMITTAL INSTRUCTIONS All proposals shall be delivered no later than 3:00 p.m., prevailing local time, October 30 , 1998. Faxed proposals will not be accepted. No exceptions will be made to this deadline. (?) bound copies and (7) unbound copies of the proposal should be delivered to the County at the address indicated below: Mr. Billy Wasson Courthouse Square Project Manager 4040 Aumsville Hwy SE Salem, OR 97301 ~~