Financial Advisory Services

The Vendor is required to provide financial advisory services in support of current and future capital financing initiatives, including the potential issuance of up to $500 million in bonds associated with the continuation, subject to voter approval on November 3, 2026.
- Requirement:1. Strategic financial planning
• Evaluate the district’s short- and long-term capital financing needs
• Analyze debt capacity, affordability, and repayment options
• Review existing debt and identify refunding opportunities
• Provide long-term financial planning aligned with district priorities
2. Financing strategy and phased issuance planning
• Develop and recommend phased issuance strategies
• Model multiple financing alternatives, including:
• Full upfront bond issuance
• Incremental issuances over time
• Pay-as-you-go approaches
• Interfund borrowing strategies (e.g., general fund support)
• Provide clear recommendations under varying economic conditions
3. Market analysis and method of sale recommendation
• Monitor municipal bond market conditions
• Provide guidance on:
• Interest rate trends
• Market volatility
• Investor demand
• Recommend, for each financing:
• Optimal timing
• Method of sale (competitive vs. negotiated)
• Provide written justification for all recommendations.