Opportunity
San Diego County Ivalua #BPM013326
San Diego County seeks senior and co-manager underwriting services for municipal financings
Posted
October 01, 2026
Respond By
November 16, 2026
Identifier
BPM013326
NAICS
523110, 523150
The County of San Diego is qualifying firms for a pool of municipal bond underwriting services supporting County financing needs. - Government buyer: County of San Diego, Department of Purchasing and Contracting, Finance and General Government Group. - Opportunity: The County anticipates up to eight contracts: four for senior managing underwriters and four for co-managing underwriters. This is a qualification pool, not an award; firms in the pool may compete for later financing assignments. - Services requested: As-needed planning, structuring, marketing, pricing, sale, purchase, and closing of County financings, including TRANs and other short-term obligations, Certificates of Participation (COPs), Lease Revenue Bonds (LRBs), General Obligation bonds (GOs), Community Facilities District financings (CFDs), Commercial Paper programs, and other County-directed instruments. - Notable qualifications: Firms should demonstrate California municipal-finance experience, regulatory compliance, sufficient underwriting capital, marketing expertise, and the ability to support rating-agency and ESG analysis. - OEMs and vendors: No underwriting firms or other vendors are named in the opportunity; there are no applicable OEMs. - Period: The qualified-firm standing list is anticipated to remain in effect for five years. Work will be assigned as needed, and individual assignment periods are not specified.
Description
The County of San Diego is seeking Statements of Qualifications from firms to provide senior and co-manager underwriter services. Qualified firms will be placed on an anticipated five-year standing list and may participate in subsequent bids, proposals, or quote requests. The County anticipates awarding up to eight contracts following a second step: four for senior manager underwriter services and four for co-manager underwriter services. Separate proposals are required for each position when proposing both.