Financial Advisor Services

The vendor is required to provide financial advisor services to assist the authority on an as needed basis with regard to carrying out the authority’s financial responsibilities as a public corporation of the state.
- Financial advisor will be to assist authority management and the board in decisions that could have a financial impact on the authority, including debt management issues.
- Assist in the development, review, monitoring and revision of financial strategies and policies:
•    Underwriting policies
•    Credit requirements
•    Risk management
•    Debt management
•    Asset and liability management
- Provide assistance and advice relating to (listed are not all-inclusive):
•    Proposed changes to statutes and regulations. 
•    Assist in the review of unrestricted assets and cash projections and requirements. 
•    Applicable continuing disclosure, and significant event requirements, including assisting in drafting information to comply with the requirements. 
•    Website content as it relates to disclosure issues 
•    A review or audit by the securities and exchange commission, municipal securities rulemaking board, internal revenue service or similar entity with review and regulatory powers. 
•    Structuring a master indenture. 
•    Monitoring and updating agency strategic plan. 
•    Work with other contractors as it relates to due diligence on potential projects. 

- Contract Period/Term: 2 years
- Questions/Inquires Deadline: October 22, 2025