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DD4MUNICIPAL ADVISOR ENGAGEMENT LETTER FORT BEND COUNTY DRAINAGE DISTRICT RFQ 19024 POST OAK MUNICIPAL ADVISORS LLC and KG & Associates LLC (Municipal Advisor) appreciates the opportunity to serve

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How to fill out municipal advisor engagement letter

01

Start by addressing the engagement letter to the appropriate party, typically the municipal entity or government office.

02

Clearly state the scope of services being provided by the municipal advisor.

03

Outline the fees and payment terms for the services being provided.

04

Include any confidentiality or non-disclosure agreements that may be necessary for the engagement.

05

Specify the duration of the engagement and any termination clauses.

06

Have both parties sign and date the letter for mutual agreement and record-keeping purposes.

Who needs municipal advisor engagement letter?

01

Any municipal entity or government office seeking financial advisory services would need a municipal advisor engagement letter.

02

Financial institutions or private companies providing advisory services to municipalities may also require an engagement letter.

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What is municipal advisor engagement letter?

The municipal advisor engagement letter is a written agreement between a municipal entity and a municipal advisor detailing the scope of services to be provided.

Who is required to file municipal advisor engagement letter?

Both the municipal advisor and the municipal entity are required to file the engagement letter with the appropriate regulatory authorities.

How to fill out municipal advisor engagement letter?

The municipal advisor engagement letter should be completed with detailed information about the services to be provided, fees, and any potential conflicts of interest.

What is the purpose of municipal advisor engagement letter?

The purpose of the municipal advisor engagement letter is to establish a clear understanding of the terms and conditions of the advisory relationship.

What information must be reported on municipal advisor engagement letter?

The engagement letter should include information about the services to be provided, fees, duration of the engagement, and any potential conflicts of interest.

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