Municipal Advisory Services

The County of Los Angeles is seeking a Municipal Advisory Pool of Firms to provide Municipal Advisory Services. The selected Firms will provide advice to the County on municipal financial products and issuing municipal securities. The services will include advice on the structure, timing, terms, and other matters concerning financial products or issues. The Firms must meet the minimum mandatory requirements, including being an independent municipal advisory firm registered with the SEC and MSRB, having at least five years of experience in providing municipal advisory services in California, and maintaining a business office in the Los Angeles metropolitan area. The Firms will be selected based on their qualifications, experience, and ability to perform the required services. The selected Firms will be required to enter into a Master Agreement with the County, which will have a term of three years with the option to renew for up to three additional one-year periods. The key services to be provided include: • Municipal advisory services for debt financing projects • Advice on the structure, timing, terms, and other matters concerning financial products or issues • Assistance with the issuance of debt securities or debt instruments • Compliance with the SEC and MSRB regulations • Maintenance of a business office in the Los Angeles metropolitan area • Provision of a list of municipal advisory services performed for at least ten financing projects in California