RFP CU2205 – Bond Underwriting

Description

REQUEST FOR PROPOSALS #CU2205 BOND UNDERWRITING SERVICES Table of Contents Section 1 Section 2 Section 3 Section 4 Section 5 Section 6 Section 7 General Information and Standard Terms and Conditions……………...Page 2 Eligibility Requirements…………………………………………..…….Page 5 Background Information………………………………………….……..Page 6 Scope of Services and Comments on Plan of Finance……………….….Page 6 Vendor Information and Qualifications……………………..………..Page 8 Proposal Evaluation Criteria and the Selection Process…………………Page 9 Additional Information…………………………………….…………… Page 11 Appendices 1 2 3 4 Municipal Bond Underwriting Experience Public University Bond Underwriting Experience Negotiated Public University Underwriting Experience Detail Interest Rate Scales Exhibits: Exhibit A Exhibit B Exhibit C Exhibit D Taxpayer Identification Form W9 Purchasing Affidavit Title Page Agreement Addendum Questions will be received until 4:00 PM EST on February 15, 2022 Proposals will be received until 4:00PM EST on February 25, 2022 Page 1 of 16 REQUEST FOR PROPOSALS RFP # CU2205 BOND UNDERWRITING SERVICES SECTION 1: GENERAL INFORMATION AND STANDARD TERMS AND CONDITIONS 1.1 Purpose: Concord University (“Concord” or the “University”) seeks to retain a bond underwriting firm or firm to assist with the refinancing of its Series 2014 Housing Revenue Bonds. 1.2 Schedule of Events: Release of RFP: Question Deadline: Addendum/Response to Questions: Proposal Due Date: Target Award Date: February 8, 2022 February 15, 2022, 4:00 PM ET February 18, 2022 February 25, 2022, 4:00 pm ET March 8, 2022 Questions and Answers: Questions concerning this RFP will be received in writing (via e-mail is acceptable) by the point of contact until the deadline identified in Section 1.2. When submitting questions by e-mail, please reference RFP #CU2205 in the subject line. Questions, if any, will be answered by addendum and posted to the webpage identified in Section 1.4 below 1.3 Bidder’s Point of Contact: The sole point of contact for questions, clarification and inquiries concerning this Request for Proposal (RFP) is: John Galatic, Vice President of Business & Finance/CFO Concord University Marsh Hall, Room 227A P.O. Box 1000 1000 Vermillion Street Athens, WV 24712 Phone: (304) 384-5190 Email: jgalatic@concord.edu 1.4 Posting of Information: This RFP and any addenda, including answers to questions, will be posted at the following website.