The Vendor is required to provide underwriting services.
- Service include:
• Develop financing options working with the district and its financial advisor to meet the goals of the district.
• Develop a comprehensive marketing plan, including identification of potential investors.
• Assist the district in the successful structuring, sizing, marketing, and sale of debt obligations to achieve the lowest possible borrowing cost.
• Underwrite bonds, if necessary, to enable an orderly pricing and to meet the district’s goals for pricing and comply with legal and tax regulations.
• Assist in the review of legal and financial documentation (indenture, bond purchase agreement, official statement, etc.).
• Assist in the credit rating process.
• Manage an underwriting syndicate, if applicable, selected by the district to market the debt obligation to investors.
• Assist the district in the post-financing evaluation process, including the timely submittal of all required reports.
• Follow the district’s policies, procedures, and processes of selling debt obligations.
• Provide continuing updates and advice on the impact of current or proposed state or federal legislation and market conditions that could affect the financial plans of the district.
• Participate in conference calls or meetings, as needed.
- Contract Period/Term: 1 year
- Pre-Proposal Meeting (Mandatory) Date: June 6, 2025
- Questions/Inquires Deadline: June 13, 2025