Underwriter Services

The City of Chula Vista, California, is seeking a qualified US-based organization to provide comprehensive underwriter services for its upcoming financing transactions. The agency requires transaction planning and advisory support to navigate market conditions, investor demand, and transaction timing. The selected underwriter will advise the city on the optimal timing, sizing, and structure of each financing to ensure successful execution. The scope of work covers document review and due diligence, which includes reviewing preliminary and final official statements, resolutions, indentures, and escrow agreements. The agency also expects the underwriter to participate in due diligence meetings, assist with rating agency and investor outreach, and prepare presentations for the city council. Additionally, the underwriter must develop marketing plans, execute financing strategies, coordinate closing requirements, and provide post-pricing analysis. For Community Facilities District and Assessment District transactions, the agency requires specific expertise in land-secured credit analysis, value-to-lien metrics, and builder concentration. The underwriter must also advise on special tax methodologies and disclosure requirements related to development status. The agency is offering a one-year contract for these offsite services and will accept digital proposals via email or online submission. The agency is looking for proposals to determine the budget for this initiative. Bidders must submit all questions regarding this opportunity no later than June 15, 2026. Only onshore US organizations are eligible to submit proposals for this contract.