Financial Advisor Services

The vendor is required to provide financial advisor will serve as our consultant on debt financing projects, will provide independent financial advice and serve solely the interests of the district, and will manage the bond financing process and negotiate key business points to accomplish the district.
- Financial advisory services consultant to:
•    Assist and advise the district in developing and executing a financing plan, including timelines, issue structure and manner of sale. 
•    capital projects, financing options are to be based on current market studies to determine the most appropriate and cost-effective financing methods, terms, security provisions, and repayment structures, taking into account the flow of state building aid. 
•    All schedules must be provided within a reasonable timeframe as dictated by the needs of the district.
•    Provide the district with expert advice concerning the method and timing of sale, as well as guidance on an appropriate interest rate that may be anticipated in the current market place in relation to the issuance of state general obligation bonds, bond anticipation notes, revenue anticipation notes, tax anticipation notes, etc.
•    A timely and effective manner, the financial advisor must alert the district in regards to actual or potential changes in market place conditions, timing and manner of proposed sale, or other matters such as regulatory requirements.
•    Develop a schedule for all participating parties with regard to a pending sale and make arrangements for printing, advertising, and other services as appropriate in connection with the sale. 
•    For an issue to be sold on a competitive basis, assist in the preparation the preliminary and final official statement, proposal for bonds for a bond issue; for bond anticipation notes prepare the notice of sale and bid form, obtain numbers and provide an electronic official statement to the successful underwriter. 
•    The financial advisor will receive and verify bids submitted by commercial and investment banks, compile a summary analysis and make recommendation of award to the district.
•    Issue to be sold on a negotiated basis, assist in the preparation and review of the preliminary and final official statement and assist the district in the selection of underwriters.
•    Assist district officials in preparing materials for presentation to national credit rating services regarding the district's financial condition and debt structures.
•    Prepare and distribute the preliminary and final official statements to provide the market with timely and accurate information about the district and the pending sale.
•    Assist the district with continuing disclosure filings under sec rule 15c2-12.
•    Have representatives present at meetings, when requested or notified, on matters concerning financing techniques and bond issues.
•    Perform such other functions normally contemplated to be within the scope of a fully qualified financial advisor, including confirming the receipt of funds following the sale.
•    Prepare final debt service schedules including payment dates, principal and interest amounts as well as providing assistance relative to any required continuing disclosures. 
•    The financial advisor must fully comply with rules g10 and g42.
•    Prepare other analyses that may be utilized by the district in its financings.

- Questions/Inquires Deadline: November 12, 2025