Financial Advisory Services

The Vendor is required to provide financial advisory services to the Department.
- Assist the department as necessary on any litigation related to the electric power fund (EPF) program and/or power supply bonds. This includes assisting Department staff in preparing exhibits and testimony for litigation and settlement activities against gas and electric counterparties.
- Assist the Department by providing historical analysis and reports as it relates to the Department’s prior gas and electric contracts.
- Advice on escrow or defeasance bond series to ensure compliance with federal tax law, as requested.
- Assist in the preparation and presentation of briefing materials, as requested.
- Attend management and planning meetings, as requested.
- Assist in the development of materials to be used in legislative briefings and participate in such briefings, if requested.
- Maintain and update the department's revenue requirement financial spreadsheet model used to manage its EPF program and revenue requirement filings with the agency as required.
- Assist Department staff in documentation of and training in the financial and bond spreadsheet models.