Financial Advisor Services

The Vendor is required to provide financial advisor shall provide advisory, analytical, strategic, and technical support that includes, but is not limited to, the following:
1. Debt management and transaction support
• Advise on the planning, structuring, and execution of debt issuances (new money or refunding).
• Evaluate and recommend financing strategies, structures, instruments, and timing.
• Assist in the preparation of official statements and related disclosure materials.
• Support the county in the selection of underwriters, bond counsel, and other professional services.
• Provide independent analysis of proposed financing terms, transaction costs, credit impacts, and market conditions.
• Attend meetings, rating agency presentations, and closings as required.
2. Capital planning and long-term financial strategy
• Assist the CFO with long-term financial planning and capital improvement financing strategies.
• Develop and analyze multi-year debt affordability models.
• Provide recommendations regarding policies, practices, and opportunities to improve the county’s financial position.
3. Market monitoring and advisory services
• Monitor and report on municipal bond market conditions, interest rate trends, rating agency developments, and credit considerations relevant to the county.
• Provide periodic updates and briefings to the CFO regarding market dynamics and potential impacts on county financing.
4. Evaluation of debt portfolio and refinancing opportunities
• Conduct periodic reviews of the county's outstanding debt portfolio.
• Identify potential refunding, restructuring, or cost savings opportunities.
• Provide recommendations supported by quantitative analysis.
5. Regulatory compliance and disclosure support
• Assist the county in meeting applicable federal and state regulatory requirements related to debt issuance.
• Support the county’s continuing disclosure obligations under sec rule 15c2 12.
• Provide guidance regarding post issuance compliance, rebate calculations, and reporting requirements.
6. General advisory services
• Provide independent, unbiased financial advice.
• Prepare reports, presentations, and analyses at the request of the CFO.
• Attend board of commissioners meetings or other public meetings when requested.