Financial Advisor Services

The Vendor is required to provide individuals interested in providing Financial Advisor Services.
- Ongoing Advisory & Strategic Services
• Assist and advise in the development of debt limits, debt service coverage ratios, reserve funds, arbitrage issues, or other debt management policies as requested.
• Continuously monitor the District's outstanding debt and market conditions to identify and recommend refunding or refinancing opportunities that generate savings.
• Advise and assist the District in preparing and presenting information to bond rating agencies to secure or maintain the highest possible credit ratings.
• Assist the District in fulfilling its continuing disclosure obligations and monitoring ongoing compliance.
• Attend Board Meetings as requested by the Board of Trustees or their designee to present financial models, market updates, or strategic recommendations.
• Perform any other financial services in reference to debt management and capacity as the District requires.
- Transactional Services (In the event of a debt issuance)
• Provide financial advice for the sale of bonds approved by District taxpayers, as well as maintenance tax notes or certificates of obligation.
• Prepare bidding forms and administer the sale of debt instruments, including determining the optimum time to issue and the optimal structure and amounts.
• Analyze market conditions prior to, during, and subsequent to the sale of bonds.
• Summarize the reception of the bonds in the market and evaluate the pricing performance relative to the market and other securities of similar credit.