What the buyer needs
AI summaryThe buyer seeks an onshore USA organization to provide offsite bond and disclosure counsel legal services for a government authority in San Diego, California. The selected vendor must draft financing documents and bond indentures, examine proceedings for revenue bonds or refunding revenue bonds, attend working group meetings and sales, deliver legal opinions, assist General Counsel with related litigation, and provide legal and tax advice on post-issue compliance. The contract term spans three years. Interested vendors may attend a non-mandatory pre-bid conference on November 19, 2026, and must submit all questions no later than November 20, 2026.
Scope of work
- Prepare and approve the transcript of proceedings relating to the issuance of Bonds
- Provide bond counsel opinion(s) acceptable to the Authority and underwriters regarding bond validity and tax exemption
- Assist General Counsel and answer questions related to revenue bonds and bond issues
- Advise on presentations to bond rating agencies, bond insurance firms, and obtaining bond insurance
- Provide legal and tax advice regarding bond refunding and post-issuance compliance
- Provide bond disclosure assistance services and prepare disclosure documents required by securities and tax laws
- Provide opinions covering definitive bonds exchanged for temporary bonds
- Assist with commercial paper offerings, direct placement financings, and revolving lines of credit
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Attachment D - Counsel Questionnaire Form | Not specified |
| Presentations and responsiveness of interviewed Respondents | Not specified |
| Proposed Fees/Cost to Authority | Not specified |
| Eligibility and Preference Verification (certified small business, veteran owned, local business) | not exceed two hundred thousand dollars or seven percent |
Minimum qualifications
- Law firm with a minimum ten (10) years of experience providing bond counsel assistance to government entities, preferably government-operated airports
- Current expert knowledge regarding compliance with all applicable statutes and regulations impacting the issuance and sale of bonds and financial instruments
- Sufficient size to provide the number of qualified legal personnel required to provide the legal services
Documents to include with your response
- Introduction/Cover Letter (not to exceed 1 page)
- Attachment A - Business Organization Statement
- Attachment B – Declaration of Non-Collusion
- Attachment C – Prime Respondent: Eligibility and Verification Certificate
- Attachment D - Counsel Questionnaire Form
- Attachment E - Exceptions to Law Firm Agreement (if needed)
- Resumes for staff assigned to the Authority
- References as requested in Item 22 of Attachment D
How to submit
- Method
- Electronic submission via the Authority's website
- Instructions
- Packaged and submitted as a single PDF document; maximum 25 pages of text; minimum 11 point font in portrait format on white 8 1/2" x 11" paper.