Summary
To serve as the Financial Advisor for the Township. It is the intent of the Township to solicit Qualification Statements from Respondents that have expertise in the position of the Financial Advisor. The successful firm must have significant experience as an Independent Financial Advisor to provide
management advice on fiscal matters and to assist in the issuance of Township debt. The successful firm will provide the Township with guidance relating to, but not necessarily limited to, the following: The functions enumerated herein are not intended to be limiting. It is to be expected that the Financial Advisor shall perform all necessary tasks and provide such advice as may be appropriate to ensure a successful financing, and as otherwise requested by the Township’s Chief Financial Officer, including but not limited to: Review existing debt structure and assist in developing a debt financing plan. Develop detailed financing timetable. Coordinate the financing team. Assist in and/or review of the preliminary and final official statements. Presentation to bond rating agencies. Monitor market and provide analyses regarding timing, comparable sales and structure of debt issues. Provide updated debt service schedules. Create summary reports of debt issuances. Assist in and/or review and filing of 15c2-12 annual reports. Provide ongoing advice to management regarding financial and budgetary matters. File annual disclosure as needed.