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Board hears municipal-adviser pitch as district begins planning for possible bond
Summary
Municipal advisers presented the role they play in bond planning, emphasizing early involvement in facility assessment, community engagement and tax-impact tools while the district develops facility needs and draft bond goals.
Norris School District trustees heard a presentation on Jan. 13 from municipal advisers who outlined how a financial adviser can support a district through pre-bond planning, community engagement and election information.
Kobe Buchanan, municipal adviser with First National (presenting alongside Austin Partridge), told the board the municipal-adviser role is fiduciary: advisers work for the district to provide financial analysis, put together tax-impact tools, and help plan and coordinate community engagement before a bond election is called. "As an MA, we have functioned as the financial adviser…
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