Investment Banking and Bond Underwriting 2026 Services

The Vendor is required to provide investment banking firms to consider for the provision of underwriting services for the next 5 years.
- While bankers are encouraged to bring forward unique financing structures and ideas, similar financing scenarios may be proposed to the District by competing firms.
- Providing investment banking and underwriting services to the District will include (but not be limited to) the following:
•    Serving as an active and cooperative member of the district financing team;
•    Providing detailed assessments of financing alternatives available to the district;
•    Recommending alternatives for optimizing the district’s debt profile through structure, size and timing of transactions while giving consideration to construction and procurement schedules, anticipated receipts and federal tax laws;
•    Participating in the preparation of presentations to investors, nationally recognized rating agencies and other organizations solicited to participate in the financing; 
•    Providing leadership in the pre-marketing and pricing phase of a financing to assure that the issue(s) is/are priced at prevailing market rates;
•    Offering proactive suggestions to the district in identifying potential reductions in borrowing costs absent undue risk;
•    Providing significant retail and institutional distribution of the issue(s) nationally and locally and underwriting the district’s securities at competitive rates and prices;
•    Negotiating in good faith other economic considerations to assure that the district receives fair treatment in regard to issuance costs, professional fees, redemption provisions, etc.;
•    Developing the bond purchase agreement to be reviewed and approved by the district and bond counsel and reviewing state securities laws or regulatory requirements including making all required filings;
•    Providing advice and assistance related to the investment of bond or certificate proceeds, as requested;
•    Attending agency committee and board meetings and working group meetings, as requested;
•    Preparing a post-sale transaction analysis for the district;
•    Performing any other functions normally contemplated to be within the work of investment bankers and underwriters.

- Contract Period/Term: 5 years
- Questions/Inquires Deadline: January 21, 2026