Services

Unique to financial advisors, Capitol PFG provides a wide range of services in order to meet the needs of our public agency clients. Our services range from development of financing plans and the implementation of those financing plans to the creation of various types of financing arrangements including mitigation agreements, bond financing, and project specific funding options such as State funding. Our full range of services are listed below.

Capital Financings: General Obligation Bonds, Certificates of Participation, revenue bonds, special tax & assessment bonds, Tax Allocation Bonds, lease-purchases, Qualified School Construction Bonds, Qualified Zone Academy Bonds, etc. Cashflow Financings: Tax and Revenue Anticipation Notes, Bond Anticipation Notes, Grant Anticipation Notes, etc. Specialty Energy Financings: Clean Renewable Energy Bonds, Qualified Energy Conservation Bonds, California Energy Commission loans, etc. Debt Related Services: Bond pricing, continuing disclosure, best practices, refinance monitoring, etc. Strategic Consulting Services: Bond and Tax Measure Planning and Analysis Renewable Energy and Conservation Projects Tax Increment Analysis General Financial Analysis Capital Improvement Financial Planning Development Mitigation Development Impact Fee Study Preparation Construction Project Delivery Method Selection Site Acquisition Negotiations Facility Use Fee Study Preparation Financial Communication Strategies and Presentations Mello-Roos and Assessment District Formation Details ... Construction Project Delivery Method Selection Details ... Facilities Master Planning  Details ... Parcel Taxes Property Tax Revenue Analysis State and Federal Grant Funding Identification Redevelopment Analysis State School Facility Program Funding OPSC Expenditure Reports and Audit Compliance Assistance Bond and Developer Fee Expenditure Tracking Debt/Bond Issuance Committee Formation and Support Debt Administration