Chula Vista Planetbids #RFQ Q24-2026

Prequalification for Municipal Underwriting Services for Lease Revenue Bonds

The City of Chula Vista is initiating a prequalification process for firms to provide municipal underwriting services for future lease revenue bond (LRB) and certificate of participation (COP) issuances. - Government Buyer: - City of Chula Vista Purchasing Department - Scope of Services: - Transaction planning and advisory support for municipal debt issuances - Document review and due diligence - Rating agency and investor outreach - Structuring, marketing, and sale of bonds - Closing and post-sale support - LRB/COP-specific analysis and strategies - Notable Requirements: - Firms must demonstrate experience underwriting California LRB/COP transactions since 2023 - Compliance with the City's Privacy Ordinance and completion of a Vendor Risk Assessment Questionnaire for IT-related services - Adherence to Environmentally Preferable Purchasing (EPP) standards and California SB-1383 procurement regulations - Valid Chula Vista business license required - Prequalification is a prerequisite for participation in future project-specific RFPs - OEMs and Vendors Mentioned: - Hilltop Securities Inc. - J.P. Morgan Chase Bank - Raymond James & Associates - Siebert Brandford Shank - Submission Details: - SOQs must be submitted electronically with all required documentation - Evaluation based on best value and professional qualifications - Place of Performance: - City of Chula Vista government facilities

Description

The City of Chula Vista is seeking to prequalify firms to submit Statements of Qualifications (SOQs) for municipal underwriting services related to lease revenue bonds. The selected underwriter(s) will assist the City in planning, structuring, marketing, and executing future debt issuances, including transaction planning, document review, rating agency outreach, marketing and sale, and closing support. Only prequalified respondents will be eligible to respond to future Requests for Proposals (RFPs) for projects. The solicitation requires submission of a response file and general conditions, with responses due electronically by June 3, 2026.

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