ATTACHMENT_E_pdf.pdf

This file is an attachment to a Request for Proposal issued by Mt. San Antonio College in Los Angeles County, California, seeking qualified municipal bond underwriting firms to provide comprehensive underwriting services for a $750 million voter-approved general obligation bond authorization. The solicitation requires proposers to demonstrate specific experience with California Community College district bond financings since January 1, 2022, and to provide services including developing financing options, creating marketing plans, structuring and selling debt obligations, and offering ongoing financial advice. The first bond issuance will be a $200 million fixed-rate general obligation bond. A mandatory pre-proposal meeting was held on June 6, 2025, with proposal submissions due by July 3, 2025. Potential interviews are scheduled for July 15, 2025, and the contract start date is September 1, 2025, with an initial one-year term.

Evaluation will be conducted using a best-value procurement method with proposals scored across five criteria: relevant experience and qualifications (30%), proposed team quality (25%), proposal clarity (20%), fee structure (15%), and references/past performance (10%). The Professional Services Agreement requires contractors to submit detailed information about distribution and underwriting capabilities and case studies demonstrating pricing effectiveness. Contractors must maintain commercial general liability and professional liability insurance with $1 million per occurrence coverage limits. The solicitation does not explicitly indicate specific set-aside designations or restrictions for disadvantaged enterprises and appears open to qualified financial institutions with demonstrable experience in municipal bond underwriting for educational institutions. While a specific budget range is not explicitly stated, the $750 million total bond authorization and initial $200 million bond issuance suggest substantial potential contract value, with compensation structured as a total amount not exceeding a specified dollar amount and monthly invoicing permitted.