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Understanding Goals and Possibilities

Understanding our client’s goals and possibilities. That’s where our financial advisory services begin. In coordination with each client, following identification of an appropriate scope of work, a feasible financing plan is developed. Plans are based on rigorous quantitative analysis that allows for modeling alternatives and evaluating risks, and reflect consideration of public finance best practices1.

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Financial Advisory Services

Financial Planning Projects:

  • Financial modeling
  • Tax base analysis
  • Demographic analysis
  • New development mitigation
  • Financial and capital improvements planning
  • Ballot measures and election planning
  • Third party reviews and specialized debt analysis

Financial Transactions:

  • General obligation bonds
  • Certificates of participation (“COPs”)
  • Lease-purchase financings
  • Mello-Roos community facilities district (“CFD”) bonds
  • Lease revenue bonds
  • Tax and revenue anticipation notes (“TRANs”)
  • Limited obligation improvement/assessment bonds
  • State and Federal loan programs

Note: these include both public offerings and private placements

Assistance & Support with Specialized Financial Projects:

  • Assessment, community facilities, and school facilities improvement districts
  • Special taxes (including parcel taxes and Mello-Roos taxes)
  • Community engagement
  • Citizens’ Bond Oversight Committee training and consulting
  • Fraud prevention and examination
  • Litigation consulting (expert witness and expert consultant)
  • Public employee workforce housing
  • Property purchase, sale, and lease planning and negotiations
  • Energy project pro formas and feasibility studies

Administration and Compliance Efforts:

  • Post-bond sale compliance
  • Annual continuing disclosure reports (to Electronic Municipal Market Access “EMMA”)
  • Annual debt transparency reports (to the California Debt and Investment Advisory Commission “CDIAC”)
  • Significant event monitoring and disclosure reports
  • Development of debt policies and arbitrage and rebate regulation compliance procedures
  • Coordination regarding investment of proceeds
  • Pension and Other Post-Employment Benefit trust analysis and coordination
  • Long-term capital project budgeting and debt monitoring
  • Credit rating monitoring and oversight
  • Analysis and implementation of refinancing opportunities
  • Assistance with debt prepayment, redemption and termination procedures

Our significant experience (more than 100 third party reviews and litigation consulting engagements) have provided our firm with particular insights into the origins of problems. This knowledge allows us to support our clients with thinking about how strategies can be successful both at individual points in time as well as sustainable over the long term.

Our team extends each client’s capabilities

It is our practice to serve as adjunct staff to our clients, respecting each agency’s culture and processes and taking responsibility for assigned tasks. We work with each client to jointly examine financing options in light of current financial, legal, and political conditions.

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1One source of best practices is the Government Finance Officers Association

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