Bond Underwriter Services
Closed State & local contract opportunity Posted
- Solicitation number
- 2025-182
- State
- California
- Responses due
Opportunity facts
- Jurisdiction
- NIGP codes
- UNSPSC codes
- 64101500 Time deposit accounts
- 64101501 Certificate of deposit CD
- 64101502 Simple savings account
- 64101702 Currency exchange application
- 64111802 Subscription right
- 64111804 Warrant
- 64111901 Principal protected structured financial product
- 80141904 Digital event service
- 64000000 Financial Instruments, Products, Contracts and Agreements
- 64101600 Demand deposit accounts
Show all 31
- 64101601 Interest bearing checking account
- 64101701 Bill paying application
- 64101704 Over draft protection
- 64111801 Allotment or bonus right
- 64111903 Exchange traded fund ETF
- 64111904 Single structured product
- 64111906 Variable annuity
- 93151605 Government finance services
- 64100000 Bank offered products
- 64101700 Electronic fund transfer and payment products
- 64111800 Entitlements or rights
- 64111900 Structured financial products
- 64101703 Money transfer application
- 64111803 Purchase right
- 64111905 Over the rainbow structured product
- 84131614 Underwriting service
- 64101602 Money market account
- 64101603 Simple checking account
- 64111902 Principal unprotected structured financial product
- 93151609 Lotteries services
- 72151403 Rope access work positioning service
- Points of contact
-
- Hunter Alley halley@co.collin.tx.us (972) 548-4117
- Danielle Calhoun dcalhoun2@mtsac.edu (909) 274-5510
Opportunity details come from procurement.opengov.com. Updated .
About this opportunity
Mt. San Antonio College is conducting a Request for Proposal (RFP) #2025-182 for Bond Underwriter Services within Los Angeles County, California, seeking qualified municipal bond underwriting firms to support its $750 million voter-approved general obligation bond authorization. The solicitation requires firms to 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 first bond issuance will be a $200 million fixed-rate general obligation bond, with firms required to submit detailed information about distribution and underwriting capabilities and case studies demonstrating pricing effectiveness. 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%). Key dates include a mandatory pre-proposal meeting held on June 6, 2025, proposal submissions due by July 3, 2025, potential interviews on July 15, 2025, and a contract start date of September 1, 2025, with an initial one-year term.
The RFP does not explicitly indicate specific set-aside designations or restrictions for disadvantaged enterprises. The solicitation appears open to qualified financial institutions with demonstrable experience in municipal bond underwriting for educational institutions. The Zoom meeting participant log revealed significant interest from major financial firms including Barclays, RBC Capital Markets, Cabrera Capital, Siebert, Piper Sandler, Loop Capital, and Isom Advisors. 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. The Professional Services Agreement template indicates a compensation structure where the district will pay the contractor a total amount not exceeding a specified dollar amount, with monthly invoicing permitted. The agreement also requires contractors to maintain various insurance coverages, including commercial general liability and professional liability, with $1 million per occurrence coverage limits.
Opportunity text
Mt. San Antonio College is seeking to retain qualified firms to provide underwriting services. The District plans to select firms with specific experience with California Community Colleges.
Files
On GovTribe
Work this opportunity
- Track it in your pipeline
- Similar opportunities
- Ask GovTribe AI about this opportunity