Underwriter Services
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
RFP Posted: June 5th, 2026
Question Deadline: June 15th, 2026
Response to Questions Released: June 18th, 2026
Proposal Due Date: June 25th, 2026
Presentations/Interviews: July 8th & 9th, 2026
Selection of Consultant: July 10th, 2026
Council Adoption: August 25th, 2026
Contract Inception: August 25th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
City Of Chula Vista
DESCRIPTION
The City of Chula Vista, California, seeks a qualified vendor to provide professional underwriter services to support municipal financing needs. The successful provider will offer transaction planning and advisory support, supplying ongoing information on market conditions, investor demand, and strategic timing for municipal financing transactions. Advisory responsibilities include guidance on the timing, size, and structure of financings to ensure optimal outcomes for the City.
The selected underwriter will review and comment on all relevant financing documents, such as official statements, resolutions, trust agreements, escrow agreements, and any related materials. Participation in due diligence processes, including calls and meetings with the financing team, is expected.
Additionally, the underwriter will assist with rating agency and investor outreach by preparing materials, supporting presentations, and engaging with relevant stakeholders. The provider will collaborate closely with the financing team on structuring, marketing, and execution of financing strategies, considering all legal and market requirements. Responsibilities extend to developing marketing plans, managing the sale and closing processes, and delivering post-sale analysis on order flow and benchmarks. Expertise in CFD/AD requirements, land-secured credit analysis, and disclosure regarding development status is also necessary.
The contract period will be for one year, and all questions regarding this solicitation must be submitted by June 15, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due June 25, 2026. Questions must be submitted by June 15, 2026.
- Who issued this RFP?
- It was issued by City Of Chula Vista. The work is located in Chula Vista, California, United States.
- Who is a good fit for this opportunity?
- Experienced municipal underwriter with a track record in California
- Familiarity with land-secured financings, CFD/ADs, and value-to-lien metrics
- Strong capabilities in transaction planning, market analysis, and post-sale reporting
- Ability to support rating agency, investor, and municipal stakeholder outreach
- Proven success in working with government authorities
Analysis generated by Settle AI from the source RFP.
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