Pre bid Conference 2024 Underwriters.pptx
PPTX presentation 160 KB Posted
- Attached to
- Single-Family Underwriter RFP
- Solicitation number
- 20241011HO
- Issued by
- Adams County, Asotin County, Benton County, Chelan County, Clallam County, Clark County, Columbia County, Cowlitz County, Douglas County, Ferry County, Franklin County, Garfield County, Grant County, Grays Harbor County, Island County, Jefferson County, King County, Kitsap County, Kittitas County, Klickitat County, Lewis County, Lincoln County, Mason County, Okanogan County, Pacific County, Pend Oreille County, Pierce County, San Juan County, Skagit County, Skamania County, Snohomish County, Spokane County, Stevens County, Thurston County, Wahkiakum County, Walla Walla County, Whatcom County, Whitman County, Yakima County, Asotin City, Clarkston City, Clarkston Heights-Vineland CDP, West Clarkston-Highland CDP, Benton City, Chelan City, Chelan Falls CDP, Clallam Bay CDP, Lewisville CDP, Rock Island City, Pacific Beach CDP, Whidbey Island Station CDP, Mercer Island City, Pacific City, Bainbridge Island City, Kingston CDP, Kitsap Lake CDP, Kittitas City, Klickitat CDP, Okanogan City, Anderson Island CDP, Fort Lewis CDP, Fox Island CDP, Herron Island CDP, Ketron Island CDP, North Fort Lewis CDP, Raft Island CDP, Stevenson City, Hat Island CDP, Lake Stevens City, Snohomish City, Spokane City, Spokane Valley City, Puget Island CDP, Garfield Town, Yakima City, Washington
About this file
This document is a Pre-Bid Conference presentation for a Request for Proposals (RFP) issued by the Washington State Housing Finance Commission (the "Commission") to solicit qualified underwriting firms to provide single-family investment banking and underwriting services for the period January 1, 2025 through December 31, 2026. The selected firms will be expected to provide investment banking services, including participation on the single-family finance team to develop and structure each bond issue, as well as purchase the Commission's bonds, provide wide distribution, and maintain a secondary market. The RFP schedule includes an issue date of October 22, 2024, a pre-bid conference on November 1, 2024, and a proposal due date of November 12, 2024, with a target Commission approval date of December 12, 2024.
The RFP has minimum net capital requirements of $100 million for Senior Managers and $10 million for Co-Managers. Bidders must be licensed to do business in Washington state. The presentation also addresses how to submit a bid, including a 10-page maximum, 12-point font, completion of the Certification and Assurances Exhibit, and provision of a link to audited financials.
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| File | Type | Posted |
|---|---|---|
| 2024 Underwriter RFP.pdf |
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Text version
Pre-Bid Conference Single-Family Investment Banking and Underwriting Services RFP RFP No. 20241011HO
Friday, November 1, 2024 – 10:00 am
Please Wait. The Pre-Bid Conference will Begin Shortly Slide 1
Agenda Introductions Pre-Bid Administration Procurement Scope & Requirements RFP Schedule Questions Bid Submission
Slide 2
Introductions Please enter your name and firm name in the comments
Lisa DeBrock, Homeownership Division Director Lucas Loranger, Finance Division Director Jon Jurich, WSHFC Legal Counsel
Slide 3
Pre-Bid Administration Interested bidders need to sign up on WEBS to make sure that they receive information, including potential procurement changes.
Copy of Pre-Bid slides will be posted in WEBS.
Slide 4
Disclaimer Bidders should only rely on written postings and amendments issued via WEBS. All other communications will be considered unofficial and non-binding on the Washington State Housing Finance Commission.
Should bidders rely on any other communication, they do so at their own risk and expense.
Slide 5
Single-family Investment Banking and Underwriting RFP Overview Slide 6
PROCUREMENT SCOPE
The Washington State Housing Finance Commission (the “Commission”) is requesting proposals from qualified underwriting firms to provide single-family investment banking and underwriting services for the period January 1, 2025 through December 31, 2026.
The firms selected by the Commission will be expected to provide investment banking services including participation on the single-family finance team to develop and structure each bond issue. The underwriting firms will be responsible for purchasing the Commission’s bonds, providing wide distribution of the Commission’s bonds and maintaining a secondary market in the Commission’s bonds.
Slide 7
MINIMUM REQUIREMENTS
The Contractors/Bidder must be licensed to do business in the state of Washington.
The underwriting firm must satisfy the following Net Capital requirements in order to be considered:
$100 million for Senior Manager $10 million for Co-Manager
Slide 7
RFP Schedule Issue Request for Proposals: October 22, 2024
Last Questions Accepted : Thursday, October 31st, 11:00 am Prevailing Pacific Time
Pre-Bid Conference: Friday, November 1, 2024, 10:00 am Prevailing Pacific Time
Last Q&A Posted: Monday, November 4, 2024
Proposals Due: Tuesday, November 12, 2024 at 5:00 pm Prevailing Pacific Time
Virtual Interview: The week of November 25th and December 2, if determined necessary at the sole discretion of the Commission Anticipated Commission Approval of Selection: Thursday, December 12, 2024
Questions Received by the Deadline
Slide 12 Q: It appears that the date on Attachment I – Proposal Certification Statement reflects the due date of the prior RFP. We assume this should be changed to the due date for this RFP but would like to confirm with the Commission.
A: You are correct. The date on Attachment 1 should state November 12, 2024.
HOW TO SUBMIT A BID
Review all solicitation and contract terms Submit a bid before the due date and time: November 12, 2024, 5:00 pm (Prevailing Pacific Time) Email bid submittals to: lisa.debrock@wshfc.org
Answer Questions Completely 10 page maximum – 12-point font Complete Exhibit A – Certifications and Assurances Provide Link to Audited Financials
Slide 13 thank you Lisa.debrock@wshfc.org www.WSHFC.org
Slide 14 image7.png image4.png image5.png image6.png
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