Monterey Regional Waste Management District

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1 1901 Victoria Avenue, Suite 106 Oxnard, Colorado Boulevard, Suite 200 Los Angeles, Christie Avenue, Suite 270 Emeryville, (510) Phone (510) Fax Monterey Regional Waste Management District May 1, 2014 RFP for Financial Advisory Services

2 Contents Page Description 1 About CFW and Qualifications 2 CFW Team and Qualifications 3 Fee Structure 4 Scope of Services 5 References ATTACHMENT Transaction History

3 About CFW and Qualifications CFW was founded in 1986 by George Caldwell, Ed.D., Ernesto Flores, and Michael Winters, Ed.D., as a multidisciplinary, full service firm meeting the needs of debt issuers throughout California. During our 28 year history, CFW has represented over 250 issuers with comprehensive financial advisory services, including, but not limited to, debt issuance and restructuring, rating agency presentations, continuing disclosure and facilities management services. CFW has consistently ranked in the top 10 Financial Advisory Services firm in California. The firm has 3 offices in California with the main location in Emeryville,. CFW has 26 employees. As a proven industry leader, CFW is one of 16 firms selected to serve on the rule setting committee of the Municipal Securities Rule Making Board (MSRB) in Washington DC. The MSRB is charged with protecting investors, state and local governments, and the public interest. Top California Municipal Financial Advisors Most Completed Transactions, Last Five Years Jan 1, 2008 to Feb 1, 2014 Rank Financial Advisor # of Transactions 1 PFM/Public Financial Management Inc Public Resources Advisory Group KNN Public Finance Fieldman Rolapp & Associates Dale Scott & Company Inc Caldwell Flores Winters Inc Keygent Advisors LLC Isom Advisors Government Financial Strategies Montague DeRose & Associates CSG Advisors Northcross Hill & Ach Capitol Public Finance Group Dolinka Group LLC Tamalpais Advisors Inc First Southwest Company Harrell & Company Advisors LLC Rod Gunn Associates Inc Urban Futures Inc California Financial Services 67 Source: California Debt and Investment Advisory Commission 1

4 CFW Team and Qualifications The CFW team will be headed by John Greenlee and Miguel Rodriguez John Greenlee, Managing Director Mr. Greenlee will be the primary advisor responsible for serving the District. Mr. Greenlee has participated in over 400 public sector financings in his 25 year career and brings expert knowledge of investment banking and the credit/underwriting requirements; with established expertise in lease and revenue financings, certificates of participation, and general obligation bonds. Prior to joining CFW, he has worked for Citigroup, Bank of New York, and CIBC Oppenheimer. His experience and approach is to guide issuers through available financing options in a clear and transparent manner, with the goal of achieving the most efficient debt structure. His prior clients include CalPERS and CalSTRS, two of the nations largest pension funds, and was involved in developing their public finance divisions. John has experience with many utility based issuers similar to MRWMD. Location: Emeryville, Miguel Rodriguez, Vice President As a financial consultant to over 120 clients, Mr. Rodriguez has worked on capital financing efforts totaling of over $1.0 billion. Mr. Rodriguez works to tailor plans and individual financings to meet issuers unique financing goals. He has extensive experience in the structuring and sale of long and short term debt obligations, including leases, certificates of participation, short-term notes and general obligation bonds. Mr. Rodriguez will participate in all aspects of a transaction, including financial review and modeling, municipal bond market research, credit and security enhancement, structuring and sale of securities. His strong background spanning the field of urban planning with a focus on community and economic development, also makes him knowledgeable in preparation and review capital and feasibility plans. Location: Emeryville, Education: UC Berkley and MIT 2 Education: UC Irvine and UC Riverside

5 Fee Structure CFW is committed to full transparency in its pricing. Financial advisory services are priced on a fixed fee, plus expenses (not to exceed $3,000), payable only upon the successful completion of a financing transaction, regardless of how many hours of our time it takes to complete the transaction. There is no black box hidden fees or proprietary exclusions to its work product. Unlike some competitors, we do not charge an annual Financial Advisory administration fee. CFW believes in equitably pricing a transaction in a manner that reflects the complexity and required resources that will be dedicated to accomplish the financing. Thus, below are the proposed fees for a variety types of transactions to be discussed and mutually agreed upon with the District: Transaction Type Fee Revenue Bonds $45,000 General Obligation Bonds $40,000 Certificates of Participation $55,000 Bond Anticipation Notes $35,000 Refunding Bonds $35,000 3

6 Scope of Services CFW shall provide the following financial advisory services: Research and analyze the current market for bonds and provide recommendations on the structure of the issue, credit enhancement, necessity of bond ratings, maturity schedule, method and timing of sale, and documentation requirements Assist District in selection of consultants and team members, including paying agent, underwriters, bond counsel, and trustee, if required Define the proposed financing structure, including sizing, amortization schedule, phasing of debt repayment, and necessary call provisions Prepare rating agency and insurer presentations and assist District staff in necessary preparation Negotiate with bond rating, bond insurance or letter of credit providers Coordinate document review of legal and necessary disclosure documents, including District and County resolutions, bond purchase agreements, preliminary official statement, and final official statement Assist District staff in preparation for the sale of bonds, including an outline of required steps, available options, anticipated decisions to be made, and documents requiring to be executed For negotiated sales, establish tax rate and required revenue line to meet amount of bonds to be sold, review prepricing interest rates and terms by underwriter, conduct final pricing and sale of bonds to underwriter on proposed sales date, including recommended interest rates and proposed underwriter and associated team member fees, coordinate execution of bond purchase contract and advise County on annual levy for repayment of bonds For competitive sales, review and comment on Notice of Sale and Bid Form and bid documents to qualified buyers, post, monitor, and verify bids on date of sale and coordinate award of bid Prepare wrap up presentation to District summarizing bond sale and attend Board meeting to explain bond sale as needed Coordinate closing of financing, including completion of debt issuance, transfer of proceeds and preparation of draw schedule Manage the overall Finance Team, including the assignment of timelines, responsibilities and estimated costs 4

7 References Dr. Mark Richardson Superintendent Santa Maria Joint Union High School District 2560 Skyway Drive Santa Maria, (805) ext Dan Kiefer Manager California Public Employees Retirement System 400 P Street Sacramento, (916) dan_kiefer@calpers.ca.gov Nancy Der CFO The Buck Institute for Research on Aging 8500 Redwood Blvd. Novato, (415) nderr@buckinstitute.org 5

8

9 John B. Greenlee Managing Director Miguel Rodriguez Vice President SAMPLE TRANSACTION LISTING Issuer/Obligor Alameda-Contra Costa Schools Buck Institute for Age Research California Department of Water Resources California Housing Finance Agency California School Boards Assoc. Fin. Corp. California, State of Computer History Museum Eisenhower Medical Center Gemological Institute Of America Imperial County Irvine, City of (Irvine Company) Japanese American Museum Jewish Community Center of San Francisco Kern High School District Long Beach, City of Long Beach, Port of Los Angeles County Los Angeles County Capital Leasing Corp Los Angeles County Metropolitan Transportation Authority Los Angeles County Transportation Comm. Los Angeles Wastewater System Los Angeles, Port of Mt. San Jacinto Winter Park Authority Northern California Power Agency Oakland-Alameda County Coliseum Authority Pasadena, City of Public Policy Institute of San Bernardino, County of San Diego County Regional Transportation Commission San Diego Unified Port District State

10 John B. Greenlee Managing Director Miguel Rodriguez Vice President SAMPLE TRANSACTION LISTING San Diego, County of San Francisco Aquarium San Francisco, Port of San Jose Redevelopment Agency Santa Clara County Traffic Authority Santa Cruz County, California Simi Valley, City of Southern California Rapid Transit District Southern California Regional Rail Authority ("Metrolink") SP of Los Angeles University of California Val Verde Unified School District City of Denver, Lowry Economic Development Authority Colorado Housing & Finance Agency (Vincent Metals Project) Denver, City and County of Highlands Ranch Metropolitan District No.3, Douglas County Connecticut, State of District of Columbia Washington Area Metropolitan Transit Authority Adventist Health System Broward County Florida Department of Environmental Protection Homestead, City of Miami, City of Orange County Clark Atlanta University Cobb Marietta Coliseum Downtown Marietta Development Authority Hawaii Hurricane Relief Fund Honolulu, City and County of Chicago Public Schools Chicago, City of CO CO CO CO CT DC DC GA GA GA HI HI IL IL

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