The vendor is required to provide investment banking firms for underwriting, remarketing, and investment banking services.
- These services may include debt structuring and the marketing and underwriting of bonds, variable rate securities, and commercial paper in accordance with the department’s debt management policy
- Assume these amounts will serve as ceilings on underwriting compensation and expenses for a hypothetical issue of $200 million.
- The department’s underwriting pool to comply with the city of responsible banking and investment monitoring program for investment banks.
- An underwriting firm seeking selection shall cause one of its officers to certify under oath that no such gifts or contributions were made and will comply with and notify its principals and subcontractors of the prohibitions in this subsection and disclose the name of its principals, subcontractors of at least $100,000 and those subcontractor's principals and any other information determined necessary by ordinance.
- Indicate whether your firm is applying for one or both of: fixed rate and variable rate (including commercial paper dealer) underwriter roles. 
- For fixed rate transactions, please indicate if your firm wishes to be considered for senior-manager, co-manager, or both roles.
- Provide the most recent financial information for your firm, which shows the capital, total capital, equity capital, net capital, and uncommitted (excess net) capital (daily average over the most recent 12 months).
- Provide the name, address and telephone number for references for whom similar services have been performed.
- Contract Period/Term: 5 years
- Questions/Inquires Deadline: June 17, 2025