See the next ten years before you commit to the next thirty.

01 · The problem

Most financing decisions are made one project at a time, under deadline. Rate studies often rely on CalPERS numbers that are already a year old. The financing closes and the advisor moves on. Boards approve new debt without seeing how it affects the next project, the reserves, or the rates.

02 · How it works

Your agency shares what it already has: audits, budget, rate study, debt schedule, capital improvement plan, and CalPERS valuations.
CalMuni Advisors builds a 25-year model of your agency’s finances.
Scenarios are tested: project timing and phasing, funding sources, and rate paths.
Your staff and board receive a plain-English summary of the options and trade-offs.
The model is updated as conditions change, so it stays useful after the first decision.

03 · What you get

A long-range view of debt capacity, coverage, reserves, and rate pressure.
Pension projections based on current CalPERS information.
A recommended sequence for your capital projects.
Early notice of grant and subsidy deadlines.
A board-ready briefing, before any financing is on the table.

04 · What it takes

Free CalMuni PFA membership.
A separate engagement with CalMuni Advisors, with the fee quoted before you commit.
The financial documents your agency already keeps.

05 · Questions

Do we have to finance through CalMuni PFA?: No. The engagement stands on its own.
Who does the work?: CalMuni Advisors, an SEC- and MSRB-registered municipal advisor, under a separate engagement with your agency.
Does it replace our financial advisor?: It can complement the advisors you already use. The choice is yours.
What does it cost?: It depends on scope, and is quoted in writing before you commit.

06 · Your contact

Reach the Authority team through the Contact page at calmunipfa.com/contact.