Underwriter Services

The vendor is required to provide underwriter shall perform all services in accordance with the executed bond purchase agreement, which will be executed in conjunction with each municipal securities transaction.
- General requirements
•    Single principal contact for the city’s account, with access to additional qualified resources within the firm. 
•    Demonstrate a strong understanding of federal and state laws governing municipal securities, including sales and use tax bonds and refunding transactions.
- Technical requirements
•    Evaluate and recommend refunding strategies for the city’s 2015 sales and use tax revenue bonds, including structure, timing, and method of sale. 
•    Provide underwriting for future debt issuances, including general obligation bonds, revenue bonds, and certificates of participation. 
•    Assist in preparing rating agency presentations and investor outreach materials. 
•    Underwrite and distribute bonds through negotiated sale. 
•    Coordinate with the city’s financial advisor, bond counsel, and other financing team members throughout the transaction process. 
•    Ensure compliance with all applicable federal, state, and local regulations. 
•    Provide post-sale reporting and analysis, including pricing summaries and investor distribution data. 
•    Participate in meetings with city staff, city council, and other stakeholders as needed.

- Contract Period/Term: 1 year
- Questions/Inquires Deadline: October 01, 2025