Financial Advisor Services

The Vendor is required to provide financial advisor will be asked to provide advice on issues related to the structure, term and issuance of the district's short and long term debt.
- Requirement:
• Meet with the district's finance officials to review the district's capital improvement program.
• Financial expertise necessary to improve and maintain the district's credit rating in the bond and note market.
• The financial advisor shall advise the district of pertinent market factors and expected trends in interest rates and yields to different maturity dates.
• Maintain relationships with the credit rating agencies, coordinate presentations, as needed, and conduct training sessions for the district's participants, as may be necessary.
• Recommend alternative financing methods and the use of credit enhancements, when appropriate.
• Assist the district with the selection of other professional service providers such as a financial printer, escrow agent, and trustee and verification agent.
• Assist with the preparation of the debt statement for competitively sold bond issues.
• Assist with the advertisement of district debt sales in appropriate publications.