URBAN FUTURES, INC. (4) - Laserfiche WebLink

Home Browse Search

8. Assist staff with the development of Request for Proposals (RFPs)for the review and selection of various professional services providers during the course of an engagement. 9. Perform other financial advisory services and/or special projections as may be required by the Executive Director of Finance. 10. On annual basis review and amend (if necessary) the City's Policies; for compliance with applicable rules and regulations, including but not limited to the following: Continuing Disclosure; Debt Management; Statement of Investment Policy; and Fiscal/Reserve Policy. The City's objectives for a General Financial Advisory Services (bond financing related) include, but are not limited to the following: 1. Review of existing bonds and restructuring opportunities of outstanding debt. 2. Provide financial analysis and scenarios for various financial purposes. 3. Understand bond defeasance and refinancing under post-redevelopment. 4. Provide information and forecasts of economic and general market conditions. 5. Assist with the preparation of meetings including development of financing schedule, meeting agenda, and the preparation of minutes. 6. Provide financial presentations to the City Council, City Council Committees and/or other governing boards. 7. Advise on timing, method, structure of bond sales and assist with coordination of bond financing team. 8. Assist staff with the development of RFPs for the review and selection of various professional services providers ("Bond Team")during the course of a debt issuance. 9. Assist with the review of legal and financing documents in coordination with the Continuing Disclosure Committee, the City Attorney's Office, bond counsel, and underwriter. 10. Assist with the development of credit rating strategies for full optimization which may include presentation materials, phone calls and/or meetings with rating agencies. The City's objectives for a Dissemination Agent-include, but are not limited to the following: 1. Work with the Continuing Disclosure Committee in developing and posting the annual continuing disclosure reports. 2. Conduct Continuing Disclosure Training on as needed basis. 3. Consultant shall develop a database of all the City's continuing disclosure requirements. The Consultant shall use the database as a mechanism to monitor, track, and review reporting and filing requirements including commitments outline in the continuing disclosure agreements, indentures, leases,and all other applicable agreements.