Sale Services Sample Clauses

Sale Services. To the extent requested by the Company, Centerview shall:

Sale Services θ Work with the District to develop and maintain an appropriate financing timetable θ Assist the District in selecting service providers, including bond registrar, paying agent, depository trustee, financial printer, verification agent, rebate consultant, etc. θ Work with Bond Counsel to prepare all bond documents and assist in the preparation and review of the preliminary and final official statements θ Assist the District with presentations to the rating agencies/bond insurance companies θ Develop and present a tailored marketing plan, taking into account general economic data and forecasts, municipal market trends, competing issues in the market, and investor purchasing patterns x Xxxxxx xxxxxxxx xx xxx Xxxxxxxx and other relevant public offerings Marketing and Distribution θ Develop a comprehensive pre-sale marketing and distribution program θ Hold conference calls with Citigroup’s extensive retail sales force to provide an in-depth overview of the financing θ Develop and present to the District for its approval a preliminary pricing scale for the bonds x Xxxx approval, establish an order period and release the bonds for offering to the market θ Price and underwrite the District’s bonds on a firm commitment basis x Xxxxxx xxxxxxx xx xxxxxx xx xxx Xxxxxxxx to ensure a successful and orderly distribution and sale of securities or to place into inventory any unsold balance of bonds Post-Sale Services x Xxxxxxxxxx the final distribution and allocation of securities θ Provide advice regarding investment of bond proceeds prior to expenditure θ Prepare a final bond pricing report and a summary of financial results θ Prepare a sales summary including composition of institutional and retail sales participation θ Obtain CUSIP numbers for the bonds, arrange for DTC registration or bond-entry θ Assist with the preparation and review of all closing documentation with Bond Counsel θ Assist with the bond closing, including preparation of closing instructions and flow of funds Fees Our underwriting commission for each series of the Bonds shall equal 0.5% of the aggregate principal amount of such Bonds, including all of Citigroup's expenses. Payment of such underwriting commission and expenses shall be contingent on the closing of the applicable series of Bonds and shall be deducted from the proceeds of the sale of each series of Bonds.

Sale Services i. Meet with Jurisdiction and prospective developers to discuss (1) Jurisdiction's inclusionary housing requirements; (2) how those requirements can be satisfied through the BMR Program; and (3) how to determine a specific “affordable” sales price to be applied to a general income level target.