# San Diego County Ivalua #BPM013326

San Diego County municipal bond underwriting services pool

**Posted:** October 01, 2026
**Respond By:** November 16, 2026
**Identifier:** BPM013326
**NAICS:** 523110, 523150

San Diego County is building a five-year pool of firms to underwrite its municipal and other public financings.
- **Government buyer:** County of San Diego, Finance and General Government Group, through the Department of Purchasing and Contracting.
- **Requested services:** As-needed senior managing and co-manager underwriting for planning, structuring, marketing, pricing, sale, purchase, and closing of County financings.
  - The County anticipates up to four senior manager contracts and four co-manager contracts.
  - Financing types may include tax and revenue anticipation notes (TRANs), certificates of participation (COPs), lease revenue bonds (LRBs), general obligation bonds (GOs), community facilities district (CFD) financings, commercial paper, and other County-directed instruments.
- **Notable qualifications:** Firms should demonstrate California municipal-financing experience, regulatory compliance, adequate underwriting capital, marketing expertise, and capabilities in rating-agency and environmental, social, and governance (ESG) analysis.
- **OEMs and vendors:** No underwriting firms or product manufacturers are named in the notice.

### 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.

[View original listing](https://sdbuynet.sandiegocounty.gov/page.aspx/en/bpm/process_manage_extranet/13637)