Municipal Bond Underwriting Services Pool

The County of San Diego is seeking qualified firms for a five-year pool providing senior and co-manager municipal bond underwriting services for County financings.

San Diego County > Department of Purchasing and Contracting


General
Open
BPM013326
Nov 16, 2026 10:00 PM
Oct 01, 2026 11:45 AM
5 years
Request for Quote/Qualifications (RFQ)
Local
Ask AI about this solicitation
Contact
josephr.hirschy@sdcounty.ca.gov
+18585056367
5560 Overland Avenue, San Diego, CA, USA
Submission Instructions

or

Electronic files on CD/DVD or printed SOQ delivered to the Purchasing and Contracting front desk
Description

The County of San Diego is seeking Statements of Qualifications from firms to provide senior managing underwriter and co-manager services for a qualified pool. Services will be provided on an as-needed basis for County financings and include financing-team participation, market research, quantitative and pre-sale analysis, marketing and investor materials, pricing, bond or note purchases, CUSIP acquisition, closing coordination, and post-sale analysis. Covered instruments include short-term and interim obligations such as Tax and Revenue Anticipation Notes, long-term obligations such as Certificates of Participation, Lease Revenue Bonds, General Obligation Bonds, and Community Facilities District bonds, Commercial Paper programs, and other County-directed instruments. Qualified firms will be placed on a standing list for five years and may participate in subsequent procurements. The County anticipates awarding up to eight contracts after a second procurement step: four for senior manager services and four for co-manager services. Offerors must address regulatory compliance, organizational capability and relevant experience, technical approach, and organizational stability and risk.

Classification Codes
NAICS523150Investment Banking and Securities Intermediation
PSCE1AAPURCHASE OF OFFICE BUILDINGS
Smart Codes
municipal bond underwritingfinancial market analysisdebt issuance advisory
Specifications
Service
Timeline
Oct 01, 2026 06:45 PM-RFx Begin Date
Oct 08, 2026 08:00 PM-Pre-SOQ Conference (optional)
Microsoft Teams teleconference; attendance was encouraged but not mandatory.
Oct 17, 2026 12:00 AM-Questions Due Date
Nov 16, 2026 11:00 PM-SOQ Submission Deadline
Requirements
Required
  • Minimum 5 references
  • Within the last 5 years
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