Instructions: For each of the following items, please mark the response that best corresponds with your training and/or level of experience.
1.
Administering municipal bonds such as debt service management, administration of disclosure requirements and arbitrage rebate compliance.
I have no training or experience performing this task
I have had training but no experience performing this task
I have performed this task under close supervision
I have performed this task independently under normal supervision
I have trained or provided consultation to others in how to perform this task
1a.
If you indicated experience above, please briefly describe below:
2.
In relation to municipal debt issuances, administering Securities and Exchange Commission with SEC Rule 15c2-12, debt disclosure requirements or debt disclosure policies.
I have no training or experience performing this task
I have had training but no experience performing this task
I have performed this task under close supervision
I have performed this task independently under normal supervision
I have trained or provided consultation to others in how to perform this task
2a.
If you indicated experience above, please briefly describe below:
3.
Administering complex bond documents/covenants related to municipal bond issuance and/or debt management. Ex. Fiscal Agent Agreements, Trust Indentures, etc.
I have no training or experience performing this task
I have had training but no experience performing this task
I have performed this task under close supervision
I have performed this task independently under normal supervision
I have trained or provided consultation to others in how to perform this task
3a.
If you indicated experience above, please briefly describe below:
4.
Municipal debt, i.e. land-secured financing, lease financing, certificates of participation, other.
I have no training or experience performing this task
I have had training but no experience performing this task
I have performed this task under close supervision
I have performed this task independently under normal supervision
I have trained or provided consultation to others in how to perform this task
4a.
If you indicated experience above, please briefly describe below:
5.
Working with municipal finance professionals such as bond councils, underwriters, trustees, Developers, and/or municipal advisors.
I have no training or experience performing this task
I have had training but no experience performing this task
I have performed this task under close supervision
I have performed this task independently under normal supervision
I have trained or provided consultation to others in how to perform this task
5a.
If you indicated experience above, please briefly describe below:
6.
Presenting information to executive-level staff, internal committees and public boards.
I have no training or experience performing this task
I have had training but no experience performing this task
I have performed this task under close supervision
I have performed this task independently under normal supervision
I have trained or provided consultation to others in how to perform this task
6a.
If you indicated experience above, please briefly describe below:
7.
Describe in general terms the requirement for arbitrage calculation.
8.
Describe how you manage your time and prioritize tasks.
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