a) With appropriate County staff, develop a plan of finance and prepare financing schedules for proposed projects evaluating all relevant impacts or potential impacts of proposed projects. b) Advise the County on the proper method of sale, bond structure, and implementation of the finance plan for each particular series of bonds. c) Assist the County in the selection of the financing team, as needed, that could include the services required of the underwriter, trustee, bond counsel, verification agent, and other professionals, as agreed upon. d) Assist in reviewing the text of an official statement as required of the official notice of sale and assist bond counsel with the basic legal documents, so as to make available to a comprehensive list of prospective bidders. e) Prepare credit profiles and assist the County in making presentations to rating agencies and or underwriting agencies. These agencies require sufficient information to receive the highest possible rating on any securities prior to the sale of such securities. f) Prior to the sale of securities, assist in representing the County at information meetings, if such meetings are necessary or desirable. g) Manage competitive or negotiated sale process. Arrange for advertising and premarketing of issue. Represent the County at the bid opening for a public sale and analyze the bids, identify the most favorable bid, and make a recommendation as to the award of the bid. Act as the County’s agent if bid negotiations are required. After the bid is awarded, prepare an actual debt service table based on accepted coupon rates. In the event of a negotiated offering, assist the County in negotiating appropriate terms, reviewing spreads, comparing deals; analyzing market levels, and clarifying syndicate roles with selected underwriter. h) Assist the County in closing the financing. i) Assist the County with on-going bond compliance requirements. j) Prepare and deliver presentations designed to facilitate an understanding of public sector financing and its implications to the County Council and other governing boards as may be necessary.
