Description
The Union Board of Education is seeking a qualified municipal‑advisor‑type firm to provide comprehensive financial advisory services for a school‑bond referendum. The contractor will analyze debt capacity, prepare financial exhibits, coordinate with bond counsel and the NJ Department of Education, and support the post‑referendum bond issuance process, including market analysis, underwriting review, and attendance at the bond sale. The engagement is “as‑needed” throughout the school year and may be renewed in subsequent years subject to appropriations.
• Conduct debt‑capacity, tax‑impact, and financing‑plan analyses for the referendum.
• Draft and review financial sections of the official statement, coordinate with counsel, auditor, architect, and NJDOE.
• Advise on bond‑sale strategy, evaluate underwriting bids, attend the sale, and provide post‑issuance debt‑service support.
• Maintain compliance with SEC/MSRB municipal‑advisor registration, insurance, affirmative‑action, and political‑contribution disclosures.