Specifications include, but are not limited to: The Massachusetts Clean Water Trust (“the Trust”) requests responses from public finance investment banking and underwriting services firms (“Firms”) that are currently on the State Treasurer’s Office’s (“TRE”) list of Firms that are pre-qualified to provide underwriting and investment banking services to the Commonwealth of Massachusetts (the “Commonwealth”). This RFR will be used to select a book-running senior manager and to assist the Trust in its selection of a syndicate for the Series 26 Green Bonds (“the Green Bonds”) that is expected to include $150 - $200 million of new money tax-exempt series0F 1 and a potential refunding of Series 20. This offering is tentatively scheduled to price in January of 2025 and close in February 2025. The book-running senior manager will be selected based on the Firm’s ability to meet the Trust’s needs and achieve the Trust’s goals, while considering the quality, clarity, and extent of ideas and analyses presented and the experience of the team of individuals committed to the transaction. The Trust intends to select one book-running senior manager, one or more co-senior manager(s), and one or more co-manager(s) from the responding Firms.
