Bond Underwriter Services

March 12th, 2026: Deadline for questions.

March 26th, 2026: Proposals due.

Early April 2026: Board's Debt Finance Committee to review submittals at a public meeting.

April 22nd, 2026: Board to hear formal recommendation at regularly scheduled meeting.

The government authority in Florida is seeking vendors to provide bond underwriter services. Underwriters will assist the district in structuring, marketing, and executing the negotiated sale of bonds to meet the financing requirements of each transaction. Responsibilities include developing, planning, and structuring the district’s issuance of bonds while making recommendations regarding bond structure, redemption provisions, sale timing, sales approach, and other critical aspects.

Vendors will also help review legal documents such as preliminary and official statements, continuing disclosure agreements, and bond purchase agreements. They are expected to analyze and communicate the security and credit structure for the bonds, including credit ratings and enhancement options. A recommended marketing plan tailored to current market conditions, investor preferences, economic releases, and structuring options is required to access a broad investor base and secure favorable bond pricing and terms. The underwriter will underwrite unsold balances as agreed and assist with bond closing, including reviewing all closing documents and providing a post-financing report summarizing pricing results and key characteristics. The contract period will be for five years.