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~~IC*V~~ ~S P~~ ~ <br />~INANCiAL ADVISC)RY ~ONTRACT <br />Southwest Securities provides the most comprehenslve scope of services as financial advisors to Texas cities. As <br />discussed throughout this document, the services include a high fevel of experience and expertise on the financings. <br />Listed below is a builet point summary of reoccurring services we provide to ensure the success of the financing <br />program. <br />:~a Review Financial Goals of the City <br />0 Prepare Tax Rate Impact Analysis <br />~ Prepare Revenue Coverage Analysis <br />~ Analyze Debt Structure Alternatives <br />~ Analyze Debt Capacity <br />C~ Analyze Valuation Parameters <br />M, Discuss Financing Alternatives <br />I Provide Interest Rafie Nlarket Analysis <br />e Prepare a Plan of Finance <br />G Consult on Sale Timing <br />a Consult on Call Provisions <br />c Select the Most Qualified Service Providers (bond counsel, printer, etc.) <br />Negotiate Best Fees for the City <br />Prepare the Notice of Sale and <br />o Prepare the Official Statement <br />o Provide for the Bidding Process <br />0 Provide Access to Internet Bidding <br />V Ensure Competitive Bidding Process <br />~ Ensure Widespread Notification of Upcoming Sale <br />C. Represent City's Interest in Establishing Sale SYructure <br />c Coordinating Sale lnformation with Investment Community <br />c Consult on Appropriateness of Bids <br />c Provide Market Comparisons to City's Bid <br />cz Represent fhe City's Interest in Negotiated Sales <br />a Represent City in the Credit Rating Process <br />~ Develop Plan to Attain CrediY Rating Goals <br />~ Prepare Credit Rating Materials on Behaif of City <br />Prepare Bond Closing Memorandum <br />Q Provide Niulti-Year Analysis <br />c Assist with Continuing Disclosure Requirements <br />o Consult on Arbitrage Rebate <br />• Consult on Investmenfi Strategy <br />~ ConsulY on Investment Alternatives <br />* Provide Comparative Inferest Rates on Investments <br />* Consult on Economic Development Initiatives (TIFs, Freeport, etc.) <br />~y Consult on Refinancing Potential <br />, 148 <br />SOUTHWEST SECU#?GT4ES <br />~ <br />