RFP-060701 - Underwriting Services

Summary of Specifications:
The School Board of Escambia County, Florida (the “Board”), is soliciting proposals from qualified firms wishing to serve either as Senior Managing Underwriter or as a Co-Managing Underwriter for the Board’s long-term financing programs. The engagement will be for a period of three (3) years, with the potential of an additional two (2) years; and, the Board, at its sole discretion, may elect to rotate the position of senior managing underwriter during the course of the engagement. The financing team will consist of School Board staff, the School Board Attorney, Miller, Canfield, Paddock and Stone as Bond Counsel/Special Counsel, Ford & Associates, Inc. as Financial Advisor, and the Underwriting Team. The Underwriting Team will consist of a Senior Manager, and two to three Co-Managers. The number of firms participated in any particular financing will be determined by the District depending on the size of the transaction