Underwriter and Placement Agent

expired opportunity(Expired)
From: Stanislaus(County)
21-46-AS

Basic Details

started - 09 Sep, 2021 (about 2 years ago)

Start Date

09 Sep, 2021 (about 2 years ago)
due - 30 Sep, 2021 (about 2 years ago)

Due Date

30 Sep, 2021 (about 2 years ago)
Bid Notification

Type

Bid Notification
21-46-AS

Identifier

21-46-AS
Purchasing

Customer / Agency

Purchasing
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Project Title
Underwriter and Placement Agent

Invitation #
21-46-AS

Bid Posting Date
09/09/2021 11:14 AM (PDT)

Project Stage
Bidding

Bid Due Date
09/30/2021 2:30 PM (PDT)

Response Format
Electronic and Paper

Project Type
RFP (Request for Proposal)

Response Types
Response File

Type of Award
Lump Sum

Categories
522110 - Commercial Banking
522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities
523110 - Investment Banking and Securities Dealing
523999 - Miscellaneous Financial Investment Activities
525990 - Other Financial Vehicles
541219 - Other Accounting Services


License Requirements


Department
Purchasing

Address
1010 10th St.
Suite 5400
Modesto, California

County
Stanislaus

Bid Valid


Liquidated Damages


Estimated Bid Value


Start/Delivery Date


Project Duration


Bid Bond

Bid Bond
0.00%

Payment Bond
0.00%

Performance Bond
0.00%

Pre-Bid Meeting Information

Pre-Bid Meeting
No

Online Q&A

Online Q&A
Yes

Q&A Deadline
09/23/2021 5:00 PM (PDT)

Contact Information

Contact Info
Abe Souza 209-525-6558
souzaa@stancounty.com

Bids to


Owner's Agent


Description

Scope of Services
The County of Stanislaus Department of Planning and Community Development (County) is seeking proposals from qualified and experienced underwriters and/or placement agents in connection with the potential refunding of the County’s two outstanding tax allocation bonds (2003 TABs and 2005 TABs).
The outstanding par amount of the 2003 TABs is $3.225 million and the outstanding par amount of the 2005 TABs is $8.295 million. Both transactions are currently callable on any date with no premium. The outstanding amortization schedules and debt service reserve fund balances are included as Exhibit C to this RFP.

Other Details
The successful proposer must meet all the requirements and expectations listed, as well as all the general contractual requirements mandated by the County. Any specifications and processes defined in this Request for Proposal (RFP) reflect the current environment, but in no way limit response to this solicitation. However, all proposers must thoroughly explain how their offering meets the minimum service and deliverable expectations specified in the RFP. Award shall be made to the proposer whose proposal is determined in writing to (a) best meet the criteria set forth herein and (b) provide the best value to the County.

Notes


Special Notices


Local Programs & Policies



Place eBid

1010 10th St. Suite 5400 Modesto, CaliforniaLocation

Address: 1010 10th St. Suite 5400 Modesto, California

Country : United StatesState : California

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