Specifications include, but are not limited to: • Review the County’s financing of the annual Capital Improvement Program (CIP) and the issuance of debt. The municipal advisor shall make recommendations, as appropriate, which would enhance the marketability and rating of any proposed debt issues (including timing, structure, and the method of sale for proposed debt issues). • Review the County’s existing debt for potential refinancing opportunities. • Coordinate the County’s debt issuance, including preparation of a sale calendar, preparation of preliminary official statements and official statements, and communication with credit rating agencies. • Prepare arbitrage rebate calculations for the County’s existing debt issues. • Review the County’s existing financial policies and make recommendations, as appropriate, to enhance the policies. • Advise or review financial modeling, revenue streams or other financial projections or forecasting as requested by County staff, coordinated through the Budget & Financial Planning Office • Advise the County on other financial matters as requested by either the Board or County staff.
