RFI for Underwriting Services

The government authority in Los Altos Hills, CA seeks a vendor to provide offsite underwriting services for a one-year contract period. The buyer requires the vendor to review and comment on financing documents, optimize overall debt structures, and help seek the highest possible credit ratings. Additionally, the selected vendor must advise on bond timing, sizing, and structure, execute a marketing plan to secure favorable borrowing costs, assist with preparing official statements and disclosure documents, and help close each bond issue. Scope also includes participating in necessary meetings, informing the District of regulatory and market developments, and preparing post-sale analyses. Eligibility restricts participation to onshore vendors within the USA only. The buyer requests proposals to establish the budget. Interested bidders must submit all questions no later than September 10, 2026. The source provides no further evaluation criteria or additional key dates.