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ey Gowanda, V. / M. Nephew ae -2- April 1, 2026 3) Conduct the Note sale and make recommendation on the acceptance of the bids. 4) Prepare, convert, and arrange for distribution of the Final Offical Statement, if prepared. 5) - Coordinate closing arrangements with the purchaser and otherappropriate officials. IE. Long-Term Serial Bond Borrowing Scope of Services The following items will be completed under this portion of the contract, if appropriate, and as required under current State and Federal regulations: 1) Plan the optimum maturity date for the annual payment of the bonds. 2) T£$1,000,000 or more, prepare an Official Statement based on information provided to Municipal Solutions by the Village, bond counsel and other third parties. 3) Coordinate the preparation of a Notice of Sale with bond counsel to be used in the advertisement of the issue in compliance with the official compilation of codes, rules and regulations of the NYS Comptroller and the NYS Local Finance Law. 4) Complete the debt statement, if required, and file with the New York State Comptroller. 5) Apply for a credit rating, when appropriate. 6) Qualify the issue for municipal bond insurance, when appropriate. 7) Prepare and convert Notice of Sale, financial information, and Preliminary Official Statement files for upload to Municipal Solutions’ website, electronic transfer to underwriters and submission of Notice of Sale to the Bond Buyer, when appropriate. Post results to website after the sale. 8) When appropriate, qualify the issue to receive bids electronically using the IPREO electronic bidding platform. Conduct the sale and make a recommendition on the acceptance of the bids. Coordinate the closing with bond counsel, Village attorney, the successful bidder and the Depository Trust Company (if necessary). 9) Prepare, convert and arrange for distribution of the Final Official Statement. I. General Financial Services The following items will be completed under this portion of the contact, if appropriate and as requested: 1) Attend construction or other meetings, prepare reports on fimncial matters of the Village, assist with project and pre-referendum planning, long range and other planning issues, as required. 2) Assist the Village in the preparation of financial information that may be used for public discussion or presentation to the bond rating agencies and investors.