Mt San Jacinto Community College Planet bids #2026-009

Financial Advisory Services for General Obligation Bond Program – Mt. San Jacinto Community College District

Mt. San Jacinto Community College District is seeking qualified firms to provide independent Financial Advisory and Municipal Advisory services for its $295 million General Obligation Bond Program (Measure AA) and future bond issuances. - Government Buyer: - Mt. San Jacinto Community College District, Director of Procurement & Administrative Services - Services Requested: - Comprehensive financial advisory and municipal advisory services - Bond issuance planning and structuring - Tax rate modeling and analysis - Refunding analysis - Market monitoring - Financing team coordination - Regulatory compliance (including SEC and MSRB Rule G-42) - Continuing disclosure support - Board and stakeholder communication support - Optional services: election financial analysis, credit enhancement evaluation - Notable Requirements: - Firm must act as an independent fiduciary advisor - Experience with California community college districts and Proposition 39 bond programs preferred - Compliance with all relevant SEC and MSRB regulations - OEMs and Vendors Mentioned: - No specific OEMs (Original Equipment Manufacturers) are referenced, as this is a professional services procurement - Notable vendors that may be interested include: Allied Solutions, Columbia Capital Management, Crowe LLP, Dale Scott & Co., Eide Bailly LLP, Fieldman Rolapp & Associates, GovGuide, Floral Park Consulting, KNN Public Finance, Mercer Advisors, PlaceWorks - Products/Part Numbers/Quantities: - No product part numbers or specific purchase quantities; this is a qualifications-based professional services solicitation - Places of Performance and Delivery: - Mt. San Jacinto Community College District, 41888 Motor Car Parkway, Temecula, CA 92591 - San Jacinto Campus, San Jacinto, CA - Menifee Valley Campus, Menifee, CA - Temecula Valley Campus, Temecula, CA - San Gorgonio Pass Campus, San Gorgonio Pass, CA

Description

The Mt. San Jacinto Community College District is seeking proposals from qualified firms to provide independent Financial Advisory / Municipal Advisory services in support of the District's General Obligation Bond Program, including Measure AA and future financing initiatives. Services include bond issuance planning and structuring, tax rate modeling, refunding analysis, market monitoring, financing team coordination, regulatory compliance support, and Board/stakeholder communication assistance. The selected firm will serve as the District's independent Municipal Advisor and fiduciary in accordance with applicable SEC and MSRB regulations, including MSRB Rule G-42. Proposals must be submitted electronically through the District's PlanetBids portal by May 28, 2026, at 2:00 PM PST.

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