When is the submission deadline?

Submissions are due July 31, 2026.

It was issued by California Housing Finance Agency. The work is located in Sacramento, California, United States.

Who is a good fit for this opportunity?

Municipal finance firm with senior managed underwriting capabilities. Registered broker-dealer with public finance expertise. Demonstrated experience underwriting municipal bond offerings since 2020. Prior work with state housing finance agencies. Strong track record in public offerings and private placements of bonds. Firm with knowledge of California public sector financing environments.

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Senior Managing Underwriter and Broker-Dealer Services

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Overview

Financial, Legal, HR & Staffing

Sacramento, California, United StatesPosted: July 9th, 2026Deadline: July 31st, 2026

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SUMMARY

A Sacramento-based government authority is soliciting senior managing underwriter and broker-dealer services for bond offerings and private placements. Firms should demonstrate recent municipal bond underwriting experience, particularly with state housing finance agencies.

KEY REQUIREMENTS

Must be a bond underwriter
Must be eligible to provide underwriting services to the State of California as determined by the California State Treasurer’s Office
Must submit a searchable PDF statement of qualifications
Must include a cover letter electronically signed by an officer of the firm eligible to execute contracts
Must provide three state housing finance agency references
Must disclose any conflicts of interest
Must be prepared to complete California FPPC Form 700 and state ethics training if selected

CONTRACT DURATION

36 months

TIMELINE

Responses must be submitted no later than July 31st, 2026 at 12:00 Noon (PDT).

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

California Housing Finance Agency

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DESCRIPTION

A government authority in Sacramento, California is seeking a qualified vendor to provide senior managing underwriter and broker-dealer services. The selected firm will support public offerings of bonds and may also assist with private placements of bonds or other securities issued by the agency.

Proposals should describe the firm's qualifications and relevant experience in senior managed municipal bond underwriting services since January 2020. Respondents are also expected to provide specific information regarding their experience serving state housing finance agencies in a senior managed underwriting capacity.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 31, 2026.
Who issued this RFP?: It was issued by California Housing Finance Agency. The work is located in Sacramento, California, United States.
Who is a good fit for this opportunity?: Municipal finance firm with senior managed underwriting capabilities
Registered broker-dealer with public finance expertise
Demonstrated experience underwriting municipal bond offerings since 2020
Prior work with state housing finance agencies
Strong track record in public offerings and private placements of bonds
Firm with knowledge of California public sector financing environments

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.

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