Specifications include, but are not limited to: a) The District is desiring financial advisory services to determine, analyze, and recommend options regarding a capital needs financing plan which is both financially sound and mindful of the impact on the District’s taxpayers.b) The Provider shall evaluate capital funding alternatives, develop and recommend a financial plan including advice on debt structuring or restructuring. It shall be the responsibility of the Provider to continually monitor the market to determine when, and if, refinancing of existing debt is favorable and advise the District of such determination.c) The Provider shall assist in the planning and structuring of bond issues and assist with obtaining required authorizations, including referenda, as well as assist the District’s bond counsel in preparing the bond resolution for placement on the agenda of the Beaufort County Board of Education, and the resolution authorizing the bond/tax anticipation notes.d) The Provider shall provide advice on method of sale and recommend timing of bonds.e) The Provider shall identify tasks, responsibilities, and dates for completing activities leading up to debt origination and issuance.
