The government authority located in Boston, Massachusetts is seeking vendors to provide public finance investment banking and underwriting services. Key responsibilities include developing and presenting potential financing structures and proposing a sale calendar for bond financings. The selected vendor will assist agency staff and bond counsel with preparing legal documentation, as well as coordinating the development of preliminary and final official statements for related bond issues.

Additionally, the vendor will be tasked with creating and implementing a comprehensive marketing plan for each bond sale. This includes preparing and delivering investor presentations, identifying and engaging potential investors, and facilitating both group and individual investor meetings and calls. The vendor is expected to provide feedback on pricing, structure, and reverse inquiries, ultimately supporting the successful structuring, marketing, and sale of debt obligations to meet agency goals such as minimizing borrowing costs and expanding the investor base.

Further responsibilities include supporting post-financing evaluation by submitting all required reports promptly, and responding to senior management requests regarding pricing information, including estimated interest rates and yield scales. The contract will be for a four-year period, with all questions regarding the RFP to be submitted by March 20, 2026.