What We Do

Advisory services for the full public finance lifecycle.

CalMuni helps public agencies understand fiscal capacity, build funding strategies, execute financing solutions, and adopt the financial policies that make those strategies durable across budget cycles and board transitions.

Fiscal Capacity

Fiscal Capacity & Long-Term Planning

Long-term forecasts, capital planning, reserves, pension pressure, revenue trends, and debt capacity brought into one decision framework.

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Capital Finance

Debt Advisory & Capital Finance

Bond issuance, refundings, lease financings, private placements, rating strategy, transaction management, and the continuing disclosure and post-issuance compliance that follow.

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Pensions

Pension & OPEB Strategy

CalPERS UAL analysis, additional discretionary payment strategy, 115 trusts, pension policies, and board-level dashboards.

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Revenue Strategy

Rates, Fees & Revenue Strategy

Utility rates, Prop 218 support, fee studies, cost recovery, revenue sufficiency, and public-facing financial communication.

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Infrastructure

Infrastructure Funding Strategy

Capital funding plans, grants, state and federal funding, local match strategy, lifecycle cost planning, and financing pathways.

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Financial Policy

Financial Policy Development

Reserve, capital, pension, and debt policies developed as an integrated framework that translates long-term financial strategy into annual budget decisions and durable institutional practice.

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Ready to discuss your agency's fiscal capacity?

Schedule a confidential conversation about your capital needs, pension pressures, revenue strategy, upcoming financing, or long-term financial plan.

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