Senior and Co-Manager Underwriter Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Pre-SOQ Conference: October 8th, 2026
Questions due: October 14th, 2026
SOQs due: November 16th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
County Of San Diego
DESCRIPTION
The government authority in San Diego, California, seeks senior and co-manager underwriter services to support the planning, structuring, marketing, pricing, sale, purchase, and closing of county financings. The selected firm or firms will serve as senior managing underwriter and co-manager, as designated, while providing clear recommendations, timely communication, and transparent documentation to county staff and stakeholders.
The engagement will include preparation of a written pre-sale analysis addressing recommended financing size, timing, maturities, and call features, along with updates regarding material market changes. The underwriter must price financings competitively relative to comparable credits and maturities and document True Interest Cost and reoffering levels using recent market comparables.
The marketing plan must address current market concerns and conditions, identify targeted investors, and discuss the advantages and disadvantages of a retail order period. Questions must be submitted by October 14, 2026, and proposals are due by November 16, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due November 16, 2026. Questions must be submitted by October 14, 2026.
- Who issued this RFP?
- It was issued by County Of San Diego. The work is located in San Diego, California, United States.
- Who is a good fit for this opportunity?
- Investment banking firm with extensive public finance underwriting experience
- Demonstrated expertise in county and municipal financings
- Strong capabilities in credit analysis, transaction structuring, pricing, and bond marketing
- Established institutional and retail investor relationships
- Experience documenting True Interest Cost, reoffering levels, and market comparables
- Ability to provide senior managing and co-manager underwriting teams with timely stakeholder communication
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.