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Project Management – Our Team Supports Your Team

  • Expertise in Debt Management
  • ESCO Financing and Consulting Services
  • Comprehensive Advisory Relationship
  • Accessible and Available


Strategic Consulting

In servicing our clients’ debt needs, it has become apparent that there are services where they need additional assistance. UFASI works with these clients on a consulting basis to make sure all their financial issues are addressed through a carefully defined scope of services. Examples of the types of services we offer are:

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  • Capital Planning
  • Financial Modeling
  • Drafting and Implementing Financial Policies
  • Revenue Analysis for Self-Supporting Enterprises
  • ESCO Consulting

Debt Administration


Debt administration relates to the ongoing monitoring of a client’s debt position, debt service payments and other ancillary needs required by securities laws. These include:

  • Maintain on-going surveillance of outstanding debt for refunding opportunities
  • Prepare detailed revenue and expenditure projections
  • Working with issuers and counsel to draft special acts of the state legislature
  • Assist in preparation of presentations to major rating agencies
  • Prepare financing schedules showing debt impact on municipal budgets.

Debt Management


UFASI provides a comprehensive advisory relationship including creative expert in Debt Management.

  • In conjunction with Bond Counsel, assist in drafting articles and motions on loan orders and borrowing authorization
  • Assist in satisfying various matters pertaining to the legal requirements letter presented by Bond Counsel
  • Review and analyze municipality’s current credit position along with recommendations for improvement
  • Assist in preparation of presentations to major rating agencies
  • Prepare financing schedules
  • Advise on projected debt service and issuance costs
  • Advise on appropriate principal structure, term and payment dates
  • Assist in preparation of offering disclosure
  • Advise on availability and viability of bond insurance or other credit enhancements
  • Advise issuer on most appropriate method of sale (competitive vs. negotiated)
  • Assist in selection of underwriter, if appropriate
  • Manage all aspects of bond/note sale including confirmation of bids
  • Assist in coordination and execution of closing documents
  • Management of bond/note settlement and delivery of proceeds