1. To coordinate and participate in all aspects of the debt issuance process, which may typically include any or all of the following: a. Creating and maintaining a debt issuance schedule b. Analyzing financing alternatives and creating cash flow projections c. Making recommendations regarding debt timing, structure, pricing, and conditions d. Performing or verifying calculations relating to bond sizing, yield and savings e. Providing advice on sales options for debt, including private bank placements, negotiated sales, and competitive sales f. Coordinating/creating the financing team for each debt issuance g. Document preparation or review h. Reviewing all aspects of negotiated pricings, or monitoring performance of underwriting teams i. Execution and delivery of bonds j. Post-issuance analysis k. Other tasks necessary to complete the borrowing process 2. Prepare financial management plans to create a strategy to fund long-term capital priorities. 3. Assist the Town in preparing for meetings with rating agencies, credit enhancement providers, and other related parties. 4. Advise the Town on matters concerning disclosure requirements and IRS and SEC compliance for debt issued by local governments. 5. Advise the Town on ballot issues for debt. 6. Provide advice to the Town regarding its debt policy and any debt planning initiatives. 7. Advise the Town of current bond market conditions, forthcoming bond issues and other general information and economic data as needed. 8. Assist in the analysis and negotiation of economic development opportunities. 9. Provide a variety of other municipal advisory services not specifically noted above on an as-needed basis. 10. Attend meetings with the Town and others, as necessary, to perform the above tasks.
