Financial Advisory Services
Services related to the structuring and sale of bonds include, but are not necessarily limited to the following:
1. Assist in the development of a complete financial plan and bond marketing strategy.
2. Prepare and supply specifications to your bond attorney.
3. Assist your bond counsel in ensuring that all possible provisions are made that will produce the most advantageous sale of your bonds.
4. Assist you in the preparation of the documents required by all governmental entities for approval to issue the bonds.
5. Prepare and provide complete information to both recognized bond rating agencies (Moody's Investors Service and Standard & Poor's Corporation) to establish the most attractive credit ratings possible.
6. Assist in soliciting competitive bids on your behalf for ancillary services such as paying agents, printers and insurance as may be required.
7. Prepare and distribute to prospective investors, the Official Offering Statement for the bonds.
8. Advise you on the condition of the municipal bond market and on the time for the marketing of your bonds in order to obtain a sale on the best terms available.
9. Attend the scheduled bond sale, assist in calculating interest cost on the bids submitted, and be prepared to submit detailed information on the status of the general bond market and on current interest cost of comparable bonds sold.
10. After the bond sale, assist with printing and delivery of the bonds and furnish a schedule of principal and interest costs based on the coupon rates specified by the purchaser.
11. Continue to be available to render advice and services to you and to bond purchasers.
In addition to services related to the structuring and sale of bonds, we can also provide additional services such as:
1.	Utility system rate studies prepared in accordance with Federal or State mandates and otherwise accepted industry standards.
2.	Special financial studies such as adequacy of service fees, impact of income tax implementation, etc.
3	Undertake research and ultimately assist in accessing Federal, State or local financial assistance programs.
4	Prepare financial specifications and demographic information for the purpose of soliciting financing bids for short term installment purchase/lease arrangements.