i. Development and presentation of financing structures that are consistent with MSBA’s goals for a proposed taxable or tax-exempt bond issuance; ii. Make recommendations on all aspects of relevant financings including, but not limited to, the timing of sales of bonds, marketing, call provisions, reserve fund funding, call optionality and other structuring considerations; iii. Participation in the preparation and review of various legal documents associated with a proposed bond issuance; iv. Assistance with the process of obtaining credit ratings; the development/refinement of a rating agency presentation including strategy focused on maintaining and/or upgrading the MSBA’s current ratings; v. Assistance with investor relations, including development and assistance with execution of a marketing strategy that addresses both retail and institutional investors as may be applicable; accessing new buyers and market sectors for MSBA Bonds and assistance with the development/refinement of investor presentations; vi. Assistance with determining the value of credit enhancers for structuring purposes as well as assistance with strategizing for related presentations as necessary; vii. Preparation and presentation of preliminary pricing information, syndicate price views, and relevant economic and market data prior to the issuance of bonds; viii. Management of the underwriting syndicate formed for a particular MSBA bond issuance; ix. Underwriting bonds, as may be necessary, to meet MSBA’s goals for a specific bond issuance; x. Development and delivery of post-sale information to the MSBA, including assistance with any materials for presentation to MSBA executive staff or Board members, if requested; and xi. Other related services may be requested by the MSBA.
