RFP-BM-16-023-Underwriting Services - Underwriting Services

Summary of Specifications:
The San Antonio Independent School District, Texas (the “District”) is soliciting this Request for Proposals for Underwriting Services (“RFP”) from qualified investment banking firms (the “Respondents”) for the purpose of retaining a pool of underwriters to provide underwriting services for the District’s anticipated debt program activity for a period of three (3) years. In selecting the underwriting team, and in particular, the senior manager for a specific series of bonds, emphasis will be placed upon innovative financing ideas, the experience of the assigned investment bankers and underwriters, marketing and distribution platform, capital position, underwriting experience and proven distribution capacity at a reasonable cost. Please note that in addition to coordinating a successful pricing with other members of the underwriting syndicate, the senior manager shall also provide the District with a summary of takedown and management fee by each firm, as well as a detailed breakdown of underwriting syndicate expenses within thirty (30) days of closing for each transaction.