Attachment F Cost Proposal.pdf
PDF 57 KB Posted
- Solicitation number
- BD-26-1211-MSBA-MASS-132971
- Issued by
- Massachusetts
About this file
This is a Cost Proposal form for a Request for Qualifications (RFQ) issued by the Massachusetts School Building Authority (MSBA) to pre-qualify firms to provide financial advisory services. The RFQ seeks qualified financial advisors to support the MSBA's municipal bond transactions and related financial advisory activities. Respondents must submit detailed pricing information for both transactional services and non-transactional professional services, with responses evaluated based on the cost proposals and qualifications submitted. The form requires firms to identify authorized signatories and provide complete contact information including name, title, phone, and email.
Pricing for transactional services is structured as fixed flat fees across seven distinct financing categories: New Money Bonds (Negotiated and Competitive), New Money and Refunding Bonds (Negotiated and Competitive), New Money, Tender, and Refunding Bonds (Negotiated), and Stand Alone Refunding Bonds (Negotiated and Competitive), plus Cash Defeasance services. For non-transactional services, firms must provide hourly rates for specific staff positions including Managing Director, Senior Vice President, Consultant, and Associate, with provisions for additional titles as needed. The MSBA explicitly states that out-of-pocket costs and expenses will not be reimbursed, and no compensation will be provided for services outside the submitted flat-rate quotes or unlisted hourly rates. The MSBA assumes no responsibility for costs or expenses incurred by bidders in preparing their responses to this RFQ.
View the file
Other files
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Attachment F Cost Proposal – Pre-Qualification for Financial Advisory Services
Name of Firm:
Contact Name and Title:
Phone:
Email:
A. Please provide your fixed fee for the proposed transactions.
Financing Type Flat Fee
New Money Bonds - Negotiated $ New Money Bonds - Competitive $ New Money and Refunding Bonds - Negotiated $ New Money and Refunding Bonds - Competitive $ New Money, Tender, and Refunding Bonds - Negotiated $ Stand Alone Refunding Negotiated $ Stand Alone Refunding Competitive $ Cash Defeasance $
Out-of-pocket costs and expenses will not be paid by MSBA.
B. For the non-transactional services listed in Section 1(B)(2) of this RFQ, please provide a schedule of hourly rates for each individual as a provider of such services to the MSBA under this RFQ by listing each individual title and their hourly rate in the following table.
Title Hourly Rate
Managing Director $ Senior Vice President $ Consultant $ Associate $ Other (List below):
No compensation will be paid for any services outside the flat-rate quote that are not identified above.
Costs that are not specifically identified and defined in the firm’s response, and accepted by MSBA, will not be compensated under any engagement pursuant to this RFQ. The MSBA will not be responsible for any costs or expenses incurred by Bidders responding to this RFQ.
Signature (Authorized Signatory) Title Date
File details come from the government source that posted it. Updated .