Financial Advisory Services

The Vendor is required to provide financial advisor to provide full-spectrum advisory services including, but not limited to:
1. Strategic Financial Planning and Market Analysis
•    Advise on macro/microeconomic trends and bond market dynamics affecting District.
•    Provide quarterly or as-needed economic updates and timing considerations for facility financings.
2. Financing Strategy and Debt Management:
•    Recommend optimal debt structures and financing strategies based on coverage, duration, reserve requirements, and call features.
•    Conduct stress tests on debt service coverage.
•    Evaluate non-bond alternatives for capital needs, ensuring full transparency on cost of capital and net usable proceeds.
3. Management of District Credit Rating:
•    Develop and implement strategies to improve and maintain investment-grade rating.
•    Coordinate rating agency engagement and site visits.
4. Bond Issuance Services:
•    Provide guidance on the method and timing of sale.
•    Coordinate with bond counsel, disclosure counsel, underwriters, and other financing team members.
•    Prepare documentation, coordinate credit enhancements and insurance, and manage the closing process.
5. Compliance and Reporting:
•    Monitor changes in laws, IRS regulations, and arbitrage compliance.
•    Advise on rebate calculations, continuing disclosure, and financial policies.

- Contract Period/Term: 1 year
- Questions/Inquires Deadline: August 05, 2025