Other Services

• Provide analytical, marketing and support services for financial planning efforts.  Review timetable and schedule of long‑range operating and capital budget financing strategy, outstanding bonds/lease purchase agreements, and reports of accountants, independent engineers and other capital project consultants.

• Develop comprehensive tax impact analysis based on debt service and lease purchase payments (current and future), debt service aid, changes in operating budget resulting from potential financings or energy contracts, and investment income from construction proceeds.

• Provide advice/referral for investment of funds.

•  Provide assistance to achieve a broader insight into funding formulas, calculation of state aid, surplus, transfer and capital reserve options, capital outlay, and budgeting implications of the existing state funding formulas.

• Review the compliance of recommendations contained in statutory audit program.

• Assess the current and future financial impact of a particular service currently provided by the public entity,

• Evaluate the cost of various delivery options for a particular service including outside contract or shared service delivery.

• Research and analyze historic trends to project the effect of regionalization/de-regionalization on school district(s).

• Evaluate tax rate trend, changes in assessed and equalized valuations, existing sending and receiving relationships and costs, constituent share of taxes to be raised and resulting tax rates.

• Conduct analysis to support system and connection fee studies (utility authorities)

• Provide Early Retirement and/or separation studies and recommendations.

• Review of business practices as requested.