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Selection of Finance Team
- Underwriter(s) may be designated by Borrower from the State Treasurer's Office (STO) approved Underwriter Pool
- Borrower selects its own Counsel
- Borrower may select Bond Counsel from the STO approved Bond Counsel Pool with California Health Facilities Financing Authority (CHFFA) consent
- Borrower may utilize a financial advisor (FA)
- CHFFA represented by Attorney General's (AG) Office or a designated outside attorney, acting as issuer counsel
- CHFFA Municipal Advisors are KNN Public Finance, LLC, Fieldman, Rolapp & Associates, Inc.
- CHFFA Financial Analyst (evaluates creditworthiness of applicant) is TAP International, Inc.
- STO is Agent for Sale (following approval, pricing and bond sale are to be coordinated through CHFFA with STO)
- Trustee/Paying Agent may be selected by Borrower with CHFFA consent
- CHFFA will designate an Analyst for each Financing as Primary Contact
- CHFFA Analyst will provide contacts for CHFFA/STO/AG participants
- Credit or Liquidity Enhancer identified by Borrower