RFI for Underwriting Services (Due September 17, 2026)

Must hold and maintain all licenses and registrations required to underwrite municipal securities in the State of California
Must demonstrate experience with California community college district general obligation bond issuances and refundings
Must be able to work closely and collaboratively with the District's financial advisor and bond counsel
Must be able to provide review and comment on all documents related to each financing
Must be able to develop and execute a marketing plan for bond sales
Must be able to assist in the preparation of the official statement and other legal and disclosure documents
Must be able to participate in meetings with and presentations to the Board of Trustees, District staff, and rating agencies
Must be able to provide post-sale analyses and reports

A government authority in Los Altos Hills, California, is seeking underwriting services for a one-year contract period. The selected provider will review and comment on financing documents, optimize proposed debt structures, advise on the timing, sizing, and structure of bond issues, and work with the financing team to pursue the highest possible credit ratings.

The provider will develop and execute marketing plans to support favorable borrowing costs, assist with official statements and other legal and disclosure documents, participate in meetings and presentations with the agency, District staff, consultants, and rating agencies, and keep the District informed of relevant regulatory and market developments. Services will also include assistance with bond issue closings and preparation of post-sale analyses covering bond placement, market conditions, orders, designations, allocations, and comparable sales. Questions must be submitted by September 10, 2026, and proposals are due September 17, 2026.

Frequently asked questions

When is the submission deadline?

Submissions are due September 17, 2026. Questions must be submitted by September 10, 2026.

Who issued this RFP?

It was issued by Foothill-De Anza Community College District. The work is located in Los Altos Hills, California, United States.

Who is a good fit for this opportunity?

Public finance underwriting firm with experience managing municipal bond issuances
Demonstrated expertise in debt structuring, credit ratings, bond marketing, and post-sale analysis
Strong relationships with rating agencies, public agencies, bond counsel, and financing professionals
Capacity to support official statements, disclosure documents, closings, and stakeholder presentations
Knowledge of U.S. municipal securities regulations and capital markets

RFI for Underwriting Services

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