The selected firm will provide comprehensive financial advisory services, including but not limited to the following: 1. Presentations and Communications to the Board and Staff 2. Ongoing Debt Monitoring 3. Refunding and New Money Financing Opportunities 4. Special Projects 5. Arbitrage Rebate Compliance Services 6. Investment Advisory Services a. Provide periodic updates to the Board and Staff regarding investment balances, investment performance, and updates regarding relevant market conditions and comparison to benchmarks. This review shall happen annually or at some other interval as directed by the Board or as warranted by changing market conditions and business needs. b. Periodically review and recommend changes (if appropriate) for consideration by the Board to the Corporation’s Investment Policy Statement (“IPS”) including an analysis of whether current holdings are consistent with the IPS. This review shall occur annually or at some other interval as directed by the Board or as warranted by changing market conditions and business needs.
