Financial Advisers Services

The Vendor is required to provide financial advisers to provide financial consulting, capital planning and debt management for future debt financing.  
- The financial adviser(s) will be required to perform professional financial advisory services for the district in connection with pre-sale strategic financial analysis, authorization, on-going quantitative analysis, marketing, preparation of offering documents, issuance, sale, and delivery of debt instruments, as well as provide ongoing service after the successful delivery of a debt issue.
- Review and analyze debt structures, tax revenue, cash flows and trends, and current and proposed taxing requirements.
- The analysis will take into account any outstanding obligations which are payable from the net revenues thereof, additional net revenues from any proposed increases and/or additional net revenues as projected by consultant analysis, evaluation, and pro forma cash flows.
- Financial findings, the Financial Adviser(s) shall devise and recommend for the district’s approval, a plan of financing under terms and conditions most advantageous to the District, consistent with a minimum effective interest rate.
- Provide financial underwriting services, in-depth evaluation of proposals submitted, oral presentations, and selection of the financial underwriting pool and financial underwriting syndicates for specific transactions.
- Budget: Budget of $131,604,798
- Contract Period/Term: 2 years