Notice_of_Intent_to_Award_RFP_170-4434-24.pdf
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- Solicitation number
- S-10000-00011909
- Issued by
- Marion County, Oregon
About this file
This is a Notice of Intent to Award issued by the Oregon State Treasury for RFP 170-4434-24 regarding Underwriting and Investment Banking Services for the State of Oregon. The evaluation committee has completed its review of all proposals submitted and has assigned firms to two distinct pools: a Senior Manager Pool and a Co-Manager Pool. The Senior Manager Pool includes J.P. Morgan Securities, BofA Securities, Morgan Stanley, Wells Fargo Bank, Goldman Sachs, Jefferies, Raymond James & Associates, Loop Capital Markets, Barclays Capital, RBC Capital Markets, Samuel A. Ramirez & Co., Fidelity Capital Markets, Rice Financial Products, and UMB Bank. The Co-Manager Pool comprises Hilltop Securities, Piper Sandler, Robert W. Baird, Cabrera Capital Markets, TD Securities, Academy Securities, American Veterans Group, AmeriVet Securities, Bancroft Capital, Blaylock Van, DA Davidson, Drexel Hamilton, FHN Capital Markets, Mesirow Financial, Mischler Financial Group, Stern Brothers & Co. The notice was issued on December 20, 2024.
The procurement follows a competitive process with an award notification period and designated protest window. Adversely affected proposers may file written protests within ten calendar days of the notification date, with the protest deadline set for Monday, December 30, 2024, at 4:00 PM Pacific Time. Protests must be submitted electronically to Purchasing@ost.state.or.us with the subject line marked "PROTEST" and must reference the RFP number and other identifying information. The Oregon State Treasury Debt Management team will issue Appointment Letters to awarded firms following the protest period, provided no protests are received. The contact for this procurement is Josh Woodmansee, Senior Procurement Officer, at Josh.Woodmansee@ost.state.or.us or 503-378-6785.
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Text version
Tobias Read Oregon State Treasurer
Michael Kaplan Deputy State Treasurer
December 20, 2024
To all Proposers of RFP 170-4434-24
Underwriting and Investment Banking Services for the State of Oregon
The evaluation committee has concluded the evaluation of all proposals received. The chart on the following page indicates the assignment of each firm that submitted a proposal. We appreciate everyone’s time submitting a proposal. The Oregon State Treasury Debt Management team will be sending you an Appointment Letter after the protest period has expired and providing, we do not receive any protests.
An adversely effected Proposer may file a protest of the award of a public contract by filing a written protest within ten (10) calendar days of the written notification date above of the pending award to another Proposer, or notice of proposal rejection. The protesting entity must meet the requirements of OAR 170-002-0300. The email containing the protest letter MUST be marked PROTEST, and MUST identify the RFP number and the closing time and date for acceptance of proposals, as well as the Treasury contact person, and address as listed on the cover page of the RFP.
Please note: Protests must be received by Monday, December 30, 2024, at 4:00 PM Pacific Time. Protests must be submitted electronically to Purchasing@ost.state.or.us. Late Protests will not be accepted.
Sincerely, Josh Woodmansee Senior Procurement Officer Josh.Woodmansee@ost.state.or.us Phone: 503-378-6785
Docusign Envelope ID: 13052EA8-C0F1-46EC-95D5-A7F3AFF7EDFF mailto:Josh.Woodmansee@ost.state.or.us
Underwriting and Investment Banking Services for the State of Oregon
Senior Manager Pool Co-Manager Pool J.P. Morgan Securities Hilltop Securities
BofA Securities Piper Sandler Morgan Stanley Robert W. Baird
Wells Fargo Bank Cabrera Capital Markets Goldman Sachs TD Securities
Jefferies Academy Securities Siebert Williams Shank American Veterans Group
Raymond James & Associates AmeriVet Securities Loop Capital Markets Bancroft Capital
Barclays Capital Blaylock Van RBC Capital Markets DA Davidson
Samuel A. Ramirez & Co. Drexel Hamilton FHN Capital Markets Fidelity Capital Markets Mesirow Financial Mischler Financial Group Rice Financial Products Stern Brothers & Co.
UMB Bank
Docusign Envelope ID: 13052EA8-C0F1-46EC-95D5-A7F3AFF7EDFF
| 2024-12-20T15:49:04-0800 | |
| Digitally verifiable PDF exported from www.docusign.com |
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