Financial Advisor Services

The Vendor is required to provide financial advisor will be asked to provide advice on issues related to the structure, term and issuance of agency short and long-term debt.
- Provide the financial expertise necessary to improve and maintain agency credit rating in the bond and note market. 
- The Financial Advisor shall advise agency of pertinent market factors and expected trends in interest rates and yields with different maturity dates.
- Maintain relationships with the credit rating agencies, coordinate presentations, as needed, and conduct training sessions for agency participants, as may be necessary.
- Recommend the structure for debt issuance, taking into consideration such factors as market conditions, budget constraints, projected repayment sources and future capital needs.
- Recommend alternative financing methods and the use of credit enhancements, when appropriate.
- Assist agency with the selection of other professional service providers such as a financial printer, escrow agent, and trustee and verification agent.
- Coordinate the sale of debt with municipal officials, bond counsel, underwriters and prospective investors.
- Assist with the preparation of the official statement and other documents necessary to conduct bond, note and lease sales.
- Assist with the preparation of the debt statement for competitively sold bond issues.  
- Assist with the advertisement for agency debt sales in appropriate publications.
- Conduct bond, note and lease sales at its offices, verify bids and make recommendations as to award.
- Coordinate the closing of all debt issues among municipal officials, purchasers, bond counsel, department, rating agencies and other interested parties.  

- Contract Period/Term: 1 year
- Questions/Inquires Deadline: September 23, 2025