1. Develop financing options working with the District and its Financial Advisor to meet the goals of the District. 2. Develop a comprehensive marketing plan, including identification of potential investors. 3. Assist the District in the successful structuring, sizing, marketing, and sale of debt obligations to achieve the lowest possible borrowing cost. 4. Underwrite bonds, if necessary, to enable an orderly pricing and to meet the District’s goals for pricing and comply with legal and tax regulations. 5. Assist in the review of legal and financial documentation (Indenture, Bond Purchase Agreement, Official Statement, etc.). 6. Assist in the credit rating process. 7. Manage an underwriting syndicate, if applicable, selected by the District to market the debt obligation to investors. 8. Assist the District in the post-financing evaluation process, including the timely submittal of all required reports. 9. Follow the District’s policies, procedures, and processes of selling debt obligations. 10. Provide continuing updates and advice on the impact of current or proposed state or federal legislation and market conditions that could affect the financial plans of the District. 11. Participate in conference calls or meetings, as needed.
