Financial Advisor Services

The United Independent School District is seeking a financial advisor to provide ongoing advisory and strategic services, as well as transactional services in the event of a debt issuance. The successful firm will assist the District in developing debt management policies, monitoring outstanding debt and market conditions, and advising on refunding or refinancing opportunities. The firm will also provide financial advice for the sale of bonds, prepare bidding forms, and administer the sale of debt instruments. The initial contract term will be for a period of five years, with the option to renew for up to two additional two-year increments. Key aspects of the job include: • Ongoing advisory and strategic services • Transactional services for debt issuance • Development of debt management policies • Monitoring of outstanding debt and market conditions • Advice on refunding or refinancing opportunities • Administration of debt instrument sales