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<br />5. Provide the Investment Officer with information regarding required biannual training programs <br /> <br />- <br /> <br />6. Assist Investment Officer and Board of Directors in an annual review and revision of the District's <br />Investment Policy <br /> <br />7. Arrange for Authority's independent audit, providing necessary information and documentation <br /> <br />8. Oversee the Clients' consultant responsible for tracking zone values to assure that Clients' receive aU <br />monies due <br /> <br />9. Coordinate and work with fmancial consultants, the City of La Porte, and others on preparation of <br />documents, financial projections, and related information required to carry out bond sales <br /> <br />- <br /> <br />.. <br /> <br />Contract Administration and Project Management <br /> <br />. Prepare requests for proposals for professional services and bids for contract services as needed and as <br />determined by the Boards of Directors <br /> <br />- <br /> <br />. Analyze proposals and bids from prospective contractors and provide summary analyses for consideration <br />of the Boards of Directors in decision-making <br /> <br />- <br /> <br />. Provide management oversight for all contractors, including such service providers as engineering/project <br />management consultants, legal counsel, bookkeepers and fmancial advisors, public infrastructure <br />construction contractors, security services, landscape services, and others that the Clients may employ <br />from time to time <br /> <br />- <br /> <br />- <br /> <br />. Interface with developers on development, financing, and property acquisitions issues <br /> <br />..... <br /> <br />Bond Services <br /> <br />- <br /> <br />. Provide management oversight over the bond process <br /> <br />. Provide communications and technical support with regard to the production of bond documents. <br /> <br />- <br /> <br />. Interface with zone consultants, underwriters, rating agencies, and bond insurance companies with regard <br />to the effective pricing and sale of contract revenue bonds <br /> <br />- <br /> <br />. Produce economic base data to support the sale of the bonds. <br /> <br />- <br /> <br />- <br /> <br />8 <br /> <br />- <br />