2025-182_Pre-Proposal_Meeting_Attendance_Record.pdf

This is a Pre-Proposal Meeting Attendance Record for Mt. San Antonio College's Request for Proposal #2025-182 for Bond Underwriter Services located in Los Angeles County, California. The College is seeking qualified municipal bond underwriting firms to support its $750 million voter-approved general obligation bond authorization, with the first bond issuance expected to be $200 million in fixed-rate general obligations. Prospective bidders were required to attend a mandatory pre-proposal meeting held on June 6, 2025, to discuss RFP requirements and expectations. Proposals are due by July 3, 2025, with potential interviews scheduled for July 15, 2025, and a contract start date of September 1, 2025. The initial contract term is one year. Firms must demonstrate specific experience with California Community College district bond financings since January 1, 2022, and provide comprehensive underwriting services including developing financing options, creating marketing plans, structuring and selling debt obligations, and providing ongoing financial advice.

The RFP will be evaluated using a best-value procurement method with scoring across five criteria: relevant experience and qualifications (30%), proposed team quality (25%), proposal clarity (20%), fee structure (15%), and references and past performance (10%). The attendance record documented significant interest from major financial institutions including Barclays, RBC Capital Markets, Cabrera Capital, Siebert, Piper Sandler, Loop Capital, and Isom Advisors. The Professional Services Agreement template requires contractors to maintain commercial general liability and professional liability insurance with $1 million per occurrence coverage limits. The RFP does not explicitly indicate specific set-aside designations or restrictions for disadvantaged enterprises, and the solicitation appears open to all qualified financial institutions with demonstrable experience in municipal bond underwriting for educational institutions.