WRT-1837 - USA (California) - Underwriting Services - Deadline July 9,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: WRT-1837

Government Authority located in California; USA based organization looking for expert vendor for underwriting services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

Vendor needs to provide underwriting services
- Both senior managers and co-managers will be selected from the same pool; however, firms may indicate a preference for being considered solely for the role of co-manager. Firms from the pool may perform, on an as-needed basis, investment banking, underwriting, remarketing, commercial paper dealer and other related services. If a firm is selected for the pool, there is no assurance that the firm will ultimately be appointed to serve on a financing. The Authority reserves the right to make changes to the pool from time to time. It may also sell debt obligations through competitive means. All firms appointed to a financing will be expected to participate actively in the sales, distribution and underwriting of debt obligations. Firms selected to act as senior manager on a transaction will be expected to provide the services set out below, in addition to any others which may reasonably be requested by the Authority and consistent with the role of senior manager on similar transactions:
• Provide recommendations regarding optimal size, structuring, and timing of revenue bond issues.
• Provide pre-sale market analyses and participate in retail and investor pricing discussions with the Authority and its advisors, prior to and on the date of pricing.
• Assist in preparation of preliminary and final official statements, and review of supplemental indentures and other related bond documents.
• Participate in working group meetings.
• Attend meetings of the Authority’s Board of Directors, the Board’s Finance Committee, and other Committee meetings as appropriate or requested by the Chief Financial Officer of the Authority.
• Analyze the merits of any structuring options and evaluate the cost-effectiveness of bond insurance bids.
• Develop retail and institutional marketing plans for each bond issue.
• Assist with presentations to rating agencies, bond insurers and potential investors.
• Provide advice regarding market conditions and trends.
• Provide a post-sale analysis of each transaction for which they are senior manager providing information on where bonds priced relative to other similar transactions, orders and allotments by firm.

[C] Eligibility:

- Onshore (USA Organization Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Friday, 9 July, 2021

Category : Writing Services, Banking Services

Country : USA

State : California

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