Financial Advisory Services

The Vendor is required to provide a full range of financial advisory services to the City in connection with the City’s management of its capital plans and borrowing programs.
- Evaluating financial proposals and requests for financial assistance from developers or other entities related to infrastructure needs and assisting, if necessary, in any negotiations
- Developing long-term financial plans for its capital programs (including, determining development impact fee program support)
- Analyzing the economic viability of special financing districts and, if viable, assisting in the establishment of and related financing required for the district
- Managing its debt program through the evaluation of refunding proposals, structuring new bond programs, and acting as a financial advisor for future bond sales.
- The City may issue taxable or tax-exempt debt in the form of long-term fixed rate or variable rate bonds, or commercial paper, and may enter into interest rate swaps or other appropriate derivative products.
- Provide ongoing investment advisory support by updating policies, developing cash projections, reviewing performance with staff and making recommendations.
- Promptly notify the City of all conflicts, errors, ambiguities, or discrepancies that Offeror has discovered in or between the solicitation and other related documents.