Financial advisory ("FA") services provided by PEI are different than those provided by most other FA firms, including both financial planning and implementation, and often involving 501(c)(3) corporations.
Objectives
Provide a comprehensive, integrated approach to designing and implementing the district's long term strategic funding plan in a manner which maximizes revenue and minimizes costs.
Components
On the financial planning side, PEI:
Evaluates long term financial and facilities commitments and identifies potential financing efficiencies and cost savings
Evaluates potential for obtaining additional revenues that don't require voter approval
Develops strategic funding plans which typically combine multiple funding sources and financing mechanisms to meet the facilities and program needs of the district
On the implementation side, PEI:
Works with underwriters and others to implement the district's strategic funding plan, and when needed, to maximize the probability of success in obtaining voter-approved revenues
Undertakes specialized financings involving Qualified Zone Academy Bonds, New Markets Tax Credits, private placement lease-purchase financings, COPs repaid by redevelopment and other non-general fund revenues, charter school financings, etc.
Results
Special FA services from PEI result in new revenues and/or reduced costs for district facilities and programs, and/or new debt which is sized, structured, and phased to ensure that facilities are financed and completed when needed, with minimum interest and issuance costs, and maximum political support from the community.
Documents 
Community Development Insights