School Finance Services

School Debt Planning & Issuance

When you choose Ehlers to advise your district on debt planning, issuance and management, we represent your best interests, applying our in-depth expertise to plan, prepare, market and manage your District’s bond issuance.

Debt Planning & Management Services provided by Ehlers & Associates.
Paying Agent Services provided by affiliate Bond Trust Services Corporation.
Investment Services provided by affiliate Ehlers Investment Partners.

Bond Referendum Planning & Support

Ehlers’ School Finance Team provides the guidance and analyses you need to build the foundation for a successful bond referendum. When you engage Ehlers, you can rely on us for:

  • Collaboration with District leadership, architects and bond counsel
  • Preparation of a long-term financing plan, including existing debt, proposed bond options and future bond issues
  • Modeling & benchmarking analyses
  • Calculations of tax impacts on property owners
  • Communications support

Board-Approved Bond Issue

Districts can issue bonds for necessary building maintenance and enhancements, such as a new roof or HVAC equipment to improve air quality, with only board approval. If you’re considering a board-approved bond issue, trust Ehlers’ School Finance Team to guide you through:

  • Determination of timing and financing options
  • Preparation of preliminary debt plan options
  • Estimated tax impact to property owners, if applicable
  • Statutory requirements

Debt Management & Post Issuance

As an ongoing service, Ehlers routinely reviews our clients’ existing debt well in advance of the call date and prepares a report detailing current and future refunding opportunities. We also offer complete Post-Issuance Services to help your District manage existing debt, seek reliable interest income through bond proceeds investment, and comply with regulations for continuing disclosures and arbitrage reporting.

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