Bond Underwriting Services

The Vendor is required to provide the corporation with a fair and competitive process for the selection of senior managing underwriter (“underwriter”).
- These projects will follow the same programmatic governance as the bond-financed projects, although the funding will be handled differently.
- This program will leverage state investment to draw additional public and private funding, as each project is required to provide a 12% local match prior to bond sale.
- This program will expand facilities for high-demand training in sectors such as healthcare, broadband, energy, manufacturing, and logistics.
- Commenting and providing input on the plan of finance and financing schedule in connection with the issuance of the bonds.
- Evaluating various financing structures and proposing financing methods within statutory legal constraints to be considered for accomplishing the corporation’s objectives in connection with the bonds and being available to offer recommendations on various financing structures for the bonds.
- Performing all underwriting activities for the negotiated sale of the bonds, including book running management of any syndicate, developing the proposed pricing scale and providing support from comparable transactions, recommending day-of-sale repricing levels, offering a commitment to underwrite unsold bonds under commercially reasonable terms given market conditions, etc.
- Providing market analysis and developing a comprehensive marketing plan for the bonds, including marketing strategies, investor outreach, timing of sale, structure and couponing strategies, etc.
- Performing quantitative analysis and preparing bond cash flow models.
- Engaging in comprehensive and transparent pre-sale and day-of-sale coordination and communication with the Corporation and the Municipal Advisor, including conference calls, market intelligence, Ipreo order book access, post-sale reporting, etc.
- Working with the financing team to review and revise financing documents required in connection with the issuance of the bonds and assisting in the preparation of the Official Statement.

- Contract Period/Term: 5 years
- Questions/Inquires Deadline: December 30, 2025