("Continuous") Establish a Qualified Pool of Underwriters and Commercial Paper Dealers

Project Title ("Continuous") Establish a Qualified Pool of Underwriters and Commercial Paper Dealers Invitation # 10089751-21-W Bid Posting Date 03/01/2021 9:34 AM (PST) Project Stage Bidding Bid Due Date 03/31/2026 2:00 PM (PST) Response Format Electronic and Paper Project Type RFQual (Request for Qualification) Response Types Line Items Response File General Attachment General Attachment General Attachment General Attachment General Attachment General Attachment General Attachment Type of Award Lump Sum Categories 522320 - Financial Transactions Processing 91837 - Economy Consulting 91849 - Finance/Economics Consulting 94600 - Financial Services 96128 - Economic Development, Domestic And Foreign 96129 - Economic Impact Studies License Requirements Department Purchasing & Contracting Department Address 1200 Third Ave Suite 200 San Diego, California County San Diego Bid Valid Liquidated Damages Estimated Bid Value Start/Delivery Date Project Duration Pre-Bid Meeting Information

Pre-Bid Meeting No Online Q&A Online Q&A Yes Q&A Deadline 03/05/2021 12:00 PM (PDT) Contact Information Contact Info Michael Warner 619-236-6154 mwarner@sandiego.gov Bids to Owner's Agent Description Scope of Services The City is soliciting Statements of Qualifications from Respondents to establish a qualified pool of underwriters and commercial paper dealers for the City’s bond issuance and commercial paper programs (Pool) to meet the Investment Banking needs of the City for a period of five (5) years, beginning April 1, 2021, through March 31, 2026 with up to two (2) optional one (1) year extensions at the sole discretion of the City. Respondents who are in the current Pool must reapply to this RFSQ to be placed in the new Pool. Other Details Notes See Attached "PlanetBids Bidder Upload Instructions" in Documents & Attachments tab for instructions on uploading your response to PlanetBids. Special Notices Local Programs & Policies Place eBid