The selected financial advisor shall provide the following services: A. Debt Issuance and Structuring ● Develop and recommend optimal debt issuance strategies. ● Assist in preparing preliminary official statements, official statements, and other required disclosures. ● Coordinate with bond counsel, underwriters, and rating agencies. ● Evaluate refunding and restructuring opportunities. ● Provide recommendations on fixed-rate versus variable-rate structures. ● Assist the City with the development of Request for Proposals for the selection of underwriters, trustee, and any other professionals for bond issues when it is advisable to sell securities by negotiation and provide advice during the negotiation and selection process. B. Debt Management and Compliance ● Monitor outstanding debt for refinancing opportunities. ● Ensure compliance with continuing disclosure requirements under SEC Rules. ● Assist with post-issuance compliance and reporting. ● Provide training and guidance on debt management best practices. C. Financial Analysis and Planning ● Develop long-term debt affordability and capacity studies. ● Provide cash flow analysis and forecasting related to debt service. ● Assess market conditions and advise on timing for debt issuance. ● Conduct financial impact analysis for potential financings.
