Laserfiche WebLink
City of Santa Ana <br /> Proposal for Financial Advisory and Dissemination Agent Services August 8,2025 <br /> additional new debt obligations requiring dissemination services or the defeasance/maturity of existing debt <br /> obligations. <br /> 3) Identify services that are deemed negotiable;and <br /> Given that working with the City is of highest priority to our firm, we are open to negotiating our fees should the <br /> City find it necessary. <br /> 4) Provide cost scenarios that would assist in evaluating your cost structure: a refinancing, a general bond issuance, <br /> etc. <br /> Fees for municipal advisory services will be assessed according to the fee table provided, based on the par amount <br /> of the bonds. Our fee structure for bonds applies consistently across various types of transactions, including <br /> general obligation bonds, refundings,and special district financings.All fees are contingent upon successful closing <br /> and inclusive of out-of-pocket expenses. <br /> The City shall not provide reimbursement for travel-related expenses, mileage, ;parking, lodging, meals, incidental <br /> fees, insurance, freight/shipping and handling/delivery, and any other business expenses, supplies and materials <br /> related to providing services as specified herein. Additional costs will not be considered and will not be reimbursed <br /> by the City,therefore,such costs must be absorbed in Proposer's cost proposal fee structure.Any language related <br /> to travel reimbursement shall be stricken from the document by the City and if not stricken,shall be deemed invalid. <br /> Proposals shall be valid for a minimum of one hundred eighty(180) days following Proposal deadline.The cost for <br /> developing the Proposal is the sole responsibility of the Proposer. All Proposals submitted become property of the <br /> City. Pricing shall remain firm for the entire initial Agreement term. <br /> 9UFI 15 <br />