Bond Underwriting Services

San Jacinto Community College District (SJCCD) is soliciting sealed qualifications from qualified firms to provide bond underwriting services. The College is seeking underwriting firms to assist with various types of bond issuances, including refunding bonds, tax notes, revenue bonds, and potential future general obligation bonds. The selected underwriting pool will be authorized for a five-year period, with the possibility of extension at the College's discretion. The evaluation criteria focus on the qualifications and experience of the firm and personnel, the understanding of the scope of work and approach, the firm's distribution capabilities, and any exceptions to the terms and conditions. The qualifications statement submission deadline is set for June 18, 2024, and the recommendation of award and approval of the underwriting pool is targeted for July/August 2024.

The College does not give preference to historically underutilized or small businesses, but the selected firm(s) will be required to track and report any subcontractor payments and their supplier diversity classifications. The College has not provided any information about incumbent vendors or current contractors, nor has it specified any budget ranges or award values for this procurement. The RFQ indicates that the selected underwriting pool will be used for future bond issuances, but no details on the potential scope or value of those future issuances have been provided.