Financial Advisor Services

The Vendor is required to provide financial advisor shall provide professional financial advisory services to assist the college in the planning, evaluation, issuance, refinancing, management, and ongoing compliance associated with debt obligations.
- Services may include but are not limited to:
• Advisement regarding the issuance, refinancing, restructuring, or refunding of revenue bonds and general obligation bonds
• Preparation of financial analyses, debt capacity studies, refunding analyses, cash flow illustrations, and debt service projections to support College decision-making
• Assistance in evaluating financing options, market conditions, timing of issuance, and debt structuring alternatives
• Coordination and facilitation of the selection process for bond counsel, underwriters, paying agents, trustees, rating agencies, and other financing-related service providers, as requested by the College
• Facilitation of interactions with bond rating agencies and assistance with the preparation of rating presentations and supporting materials
• Assistance in preparing and coordinating required disclosures, continuing disclosure obligations, and compliance-related reporting associated with bond issuances
• Advisement regarding federal, state, and local regulatory requirements applicable to bond issuances and debt management activities
• Attendance at meetings and consultation with College administration, the Board of Regents, bond counsel, auditors, and other stakeholders as needed
• Preparation of financial illustrations and analyses for purposes including, but not limited to, bond issuances, refunding opportunities, debt restructuring, and capital planning initiatives
- The financial advisor shall attend Board of Regents meetings, committee meetings, rating agency meetings, planning sessions, public meetings, and other meetings, as requested by the College, to provide consultation, present financial analyses, and support bond-related initiatives.
- The financial advisor shall provide College staff, authorized representatives, bond counsel, and external auditors with access to information and supporting documentation necessary for bond issuance activities, continuing disclosure requirements, audit procedures, regulatory compliance, and financial reporting.
- The financial advisor shall maintain timely communication and provide requested information in a format acceptable to the College.