Bond Underwriting Services

Overview

Financial, Legal, HR & Staffing

Irvine, California, United StatesPosted about 1 month agoDeadline: April 30th, 2026

Fit Score

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SUMMARY

The City of Irvine seeks a firm for end-to-end bond underwriting services, including structuring, marketing, document review, and investor outreach for upcoming municipal financing.

KEY REQUIREMENTS

Minimum five years of experience performing similar bond underwriting services
Must have a valid Irvine business license
Must be able to provide required insurance documentation
Must submit proposal electronically via the City's website
Must include completed and signed Business Information Form
Must provide three references from the past three years of CFD and/or LRB transactions

CONTRACT DURATION

60 months

TIMELINE

Issue Date: April 6th, 2026

Questions Due: April 13th, 2026

Submittals Due: May 4th, 2026

Review of Proposals: May 18th, 2026

Interviews: June 2nd-4th, 2026

Contract Execution: June 2026

QUESTION DEADLINE

April 13th, 2026

Issuing Agency

City Of Irvine

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DESCRIPTION

The government authority in Irvine, California, seeks a vendor to provide comprehensive bond underwriting services. The selected firm will attend and participate in meetings and conference calls related to financing, provide the city with ongoing market condition updates, investor demand insights, and transaction status reports. Responsibilities include reviewing and commenting on all documents pertaining to the financing process, such as preliminary and final official statements, resolutions, indenture/trust agreements, escrow agreements, and supporting materials.

Additionally, the vendor will assist in the preparation of presentations to the city council, finance committee, rating agencies, and investors as needed. The provider should be able to identify, evaluate, and explain the benefits and risks associated with alternative financing structures, as well as assist in the assessment of credit enhancements, reserve fund strategies, and other structural benefits. Insight into investor preferences and credit issues relevant to CFD/AD and LRB transactions is expected.

The firm will also develop and implement a marketing plan for the bonds to secure optimal terms, handle the structuring, scheduling, and sale of the bonds, and market the offerings for the lowest possible borrowing cost. Underwriting the bonds at appropriate market yields is required, as necessary.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.