Bond Counsel and Disclosure Counsel Services

The vendor is required to provide bond counsel and disclosure counsel services.
- Bond Counsel:
•    Devise and recommend to the district a financing plan for obligations to be issued, including maturity schedules and other terms and conditions.
•    Perform due diligence regarding the school district, and the school district’s proposed use of proceeds
•    Engage in the necessary liaison with the county regarding the school district’s proposed use of proceeds
•    Participate, as necessary, in rating and bond insurance presentations 
•    Work with finance team to develop an approach to the election, including preparing a resolution calling the election
•    Work with the counties’ registrar of voters to insure timely filing, review the school district’s argument in favor, and prepare the necessary canvass of votes following a successful election
•    Provide legal advice and consultation relating to tax matters associated with the proposed financing structure
•    Provide legal opinion with respect to the authorization and issuance of the debt obligations and whether the interest paid is tax-exempt under federal and/or state laws and regulation
•    Provide legal opinion regarding compliance with rule 10b-5 of the securities and exchange commission
•    Draft and review legal documentation including all required resolutions, closing documents and transcripts and coordinate the authorization and execution of those documents
•    Provide ongoing legal services in matters relating to interpretation of applicable regulations, legislation or pending litigation
•    Participate in conference calls or meetings, as requested, relating to the issuance of bonds or notes
•    Provide ongoing information to school district staff regarding the activity and legal status of the financing
•    Provide services related to the establishment and compliance requirements with the citizen’s oversight committee
- Disclosure counsel:
•    Prepare a preliminary official statement and final official statement.
•    Preparation of the continuing disclosure agreement and bond purchase agreement.
•    Prepare continuing disclosure agreement.
•    Prepare bond purchase agreement.
•    Render 10b-5 opinion.
•    Participate in conference calls or attend meetings, as requested, relating to the issuance of bonds.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: July 29, 2025