Financial Advisory Services (Request For Proposal)

Description: Financial Advisor Consultant, by way of contract for the year ending December 31, 2027, for the Township. Specifically, the financial advisor may: Review and evaluate the Township's existing capital financing plans and work closely with the Director of Finance to determine whether current borrowing strategy needs to be amended. Assist the Township in reviewing opportunities to refinance and restructure its existing debt in order to reduce costs or to otherwise implement the Township’s financial objectives. Advise on methods of debt sales (where appropriate) Recommend timing of bond sales. Identify tasks, responsibilities and dates for completing activities leading up to bond sales. Assist with coordinating all tasks associated with a sale, including preparation of the offering statement. Design or actively participate in the design of debt structure. Provide advice on approaches to ratings and assist with rating presentations and the preparation of the presentation.