Financial Advisory and Bond Election Services

Financial advisory suppliers to assist School District (CSD) with its capital financing needs, which may include future general bond elections, bond refunding's, and lease revenue bonds.
- Financial Advisory Services
1. Provide District with expert financial advice and assistance in the issuance and sale of municipal securities including, but not limited to, General Obligation Bonds, Lease Revenue Bonds and any potential bond refunding?s.
2. Provide District with the available financing options. Conduct studies and analyses to determine the most appropriate and cost-effective financing methods, terms, security provisions, and repayment structures.
3. Provide District with expert advice concerning the method of sale, interest rates, and the appropriate structuring for its financings.
4. Provide sophisticated bond financing schedules and sizing analyses for District Coordinate the work of bond counsel in connection with the issuance of bonds.
5. Prepare other financial analyses that may be utilized by District Have representatives present at meetings when requested or notified, on matters concerning financial markets, interest rate trends, economic forecasts and bond issues.
6. Assist with presentations to rating agencies concerning CSD's financial condition and debt structures. Provide ongoing assistance in working with the rating agencies.
7. In a fiduciary role, assist District in selling new bonds and refinancing existing bonds for benefit of District
8. Assist District with bond compliance issues.
9. Assist District with General Obligation bond elections as requested (e.g. calculation of voter tax impact, meeting legal obligations, general financing plan and timeline, Board resolutions, etc.)
10. Assist in preparation of closing documents and general certificates, including book-entry format.
11. Perform other functions normally contemplated to be within the scope of duties of a fully qualified financial advisor.
- Bond Election Services (Note: CSD does not have any current plans to hold a general obligation bond election, however, we request the below information in the event that circumstances may change a short summary on the items listed below.)
1. Act as guide, resource, and aide for CSD in what to do, and then help do it, throughout this process to appropriately tell CSD?s story and its need for the successful passage of a bond
2. Inform and assist CSD in fulfilling legal obligations.
3. Analysis of building needs and capital planning.
4. Outlining steps and timing of bond campaign.
5. Assist CSD in creating a construction and financing timeline for bond issuance.
6. Provide financial information to Board of Education and citizens
7. Assist CSD with opinion poll questions and analysis.
8. Draft wording for voter information publications in both English and Spanish.
9. Act as interest group liaison with citizen groups, City Councils, Mayors, Legislators, Utah Taxpayers Associations, and other political, business, and civic groups in arranging, planning, and attending these meetings and afterwards discussing with District feedback received.
10. Assist CSD in preparing and coordinating campaign and presentation materials and where appropriate the use of media.
11. Arrange, plan, and participate in public information meetings and open houses for voters to become informed.
12. When appropriate, help CSD create direct mail information to be sent to households.
13. Perform other functions normally contemplated to be within the scope of duties of a bond election advisor.