Underwriting Services

The Vendor is required to provide underwriting firms to underwriting and related capital markets services in connection with the issuance of bonds and other debt obligations.
- intends to establish a pool of up to twelve (12) qualified underwriting firms from which underwriters may be selected on a transaction-by-transaction basis.
- Requirement:
1. Transaction structuring
• Financing alternatives analysis
• Debt structuring recommendations
• Maturity schedule development
• Call feature recommendations
• Credit enhancement recommendations
2. Underwriting services
• Senior manager services
• Co-manager services
• Selling group participation
• Book-running responsibilities
• Order management
• Examples of at least 3 transactions where bonds were underwritten, and capital committed and any adjustments in spread requested by the senior underwriter
3. Marketing and distribution
• Investor outreach
• Roadshow participation
• Retail marketing strategy
• Institutional investor communication
• Distribution analysis
4. Pricing and execution
• Market monitoring
• Pricing recommendations
• Sale execution
• Order book management
• Closing support
5. Additional services
• Capital market updates
• Credit strategy recommendations
• ESG financing consultation (if applicable)
• Debt capacity analysis
• Other services requested by the district.