1. The FA will be expected to provide comprehensive services related to the structuring and marketing of Green Bank’s bond issuances. This shall include, but may not be limited to, the services listed below. a) Identify opportunities in the capital markets for Green Bank financing of projects; b) Analyze Green Bank’s portfolio of investments to identify unique and innovative opportunities for monetization via capital markets; c) Develop and analyze potential financing structures, including structuring bonds with or without State SCRF support; d) Author and sign a self-sufficiency memo (the FA SCRF Opinion Letter) for the treasurer’s office when pursuing SCRF support. e) Provide relevant market and economic data, pricing views, comparable prices, and pricing proposals prior to pricing; f) Work with the Green Bank through all steps necessary to access capital markets in connection with maximizing program resources. Specific services could include: • Preparing for State Bond Commission approvals; • Advising on financing structures; • Advising on the cost effectiveness of different financing scenarios; • If bonds are issued, performing customary pre-sale tasks such as reviewing disclosure documents, preparing financing schedules, preparing ratings materials, developing financial models, and other related tasks. g) Follow Green Bank policies, either oral or written, for liability, designation and retention, pricing procedures and the process of selling debt obligations; h) Participate in meetings with Green Bank staff, borrowers, utilities, municipalities, counsel, Green Bank's Board of Directors, and other parties, as necessary or appropriate
