Why Every Agency Needs a Long-Term Financial Plan
As we are in a period of economic downtown after Covid-19, the war in Ukraine, interest rate hikes, stubborn inflation and nationwide...
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Why Work with Weist Law?
Comprehensive Approach
Because we are lawyers and registered municipal advisors, we cross-train daily. Our deep experience with the intricate legal and financial aspects of transactional work allows us to ensure superior results. Our team stays up to date with low-cost loan, grant and tax credit opportunities, as well as applicable laws and regulations. We always leverage our knowledge for your benefit.
Innovative Solutions
Our team has pioneered creative numerous legal and financial strategies for financing projects of all sizes and complexities. Most members of our team are both attorneys and registered municipal advisors available to provide in-depth legal and financial guidance for your projects. We deliver these value-added capabilities at no extra charge.
Client Centric
We constantly strive to deeply understand our clients' specific needs and goals to provide custom legal and financial strategies for long-lasting financial success. Staying involved and serving as an extension of your staff ensures an anchored relationship of trust. Trust is the hallmark of our success.
About Weist Law
We aim to empower public agencies to think outside the box, spend public funds wisely, and create intergenerational equity.
How We Can Help
We are much more than your average bond counsel. We provide assistance for all aspects of public finance with a long-term vision of creating lasting fiscal responsibility for your agency.
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
Funding Plans
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
Our team has experience assisting communities in ballot measures for Assessment Districts and Community Facilities Districts in order to raise revenue. Our in house experts will consult your on the best structure of your new measure and manage the ballot process and ordinace drafting.
Assessment/CFD
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
We draft all necessary management policies such as a Reserve Policy, Debt Management Policy, and Pension Management Policy. In addition we will draft a detailed staff report and resolution for ease of adoption by your board or council.
Policy Drafting
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
We make equipment financing easy. Working with CalMuni PFA we provide you with the lowest rates in the market by taking your financing needs through a competitive bidding process with multiple local and national lenders, rather than you being stuck with strict terms of the manufacturer financing.
Equipment Financing
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
CIP Financing
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
Our team stays up to date on current legislature to be able to provide you with detailed consulting in obtaining funding for your next project(s). Some of the notable agencies we have secured funding with include the USDA, EPA WIFIA, TIFIA, and the California SRF.
Federal/State Funding
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
We have been dedicating our resources to a greener future. We work closely with the USDA to assist in obtaining funding for energy efficiency projects in rural communities throughout the state of California.
Energy Efficiency
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
We make sure you stay compliant so you don't have to. Our team will manage all reporting requirements after an issuance including CDIAC annual debt transparency reporting and Marks Roos reporting, and MSRB annual reports.
Compliance Reporting
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
We are experts in helping public agencies manage their retirement benefit costs. We create customized plans utilizing various cost mitigation techniques such as drafting a pension policy, investing in a 115 trust, allocation analysis, base targeting, setting funded ratios and more.
Pension/OPEB
We assist public agencies in the preparation of CIP plans and help obtain funding from various sources at optimal rates. Our team will put together an analysis of all funding options and recommend the best funding strategy for your long term fiscal efficiency.
All other legal guidance you may need regarding management of your agency and public funds is included in our engagements so that we may establish a long-term working relationship with you and your team.
General Consulting
Our Programs
Click through one of our service programs below to learn more.
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