Underwriting & Investment Banking Services RFP

Location: Oregon
Posted: Oct 23, 2024
Due: Nov 22, 2024
Agency: State Government of Oregon
Type of Government: State & Local
Category:
  • Q - Medical Services
  • Z - Maintenance, Repair or Alteration of Real Property
Solicitation No: S-17000-00011911
Publication URL: To access bid details, please log in.

Bid Solicitation: S-17000-00011911
Responses Due in 29 Days, 19 Hours, 44 Minutes
Header Information
Bid Number:
S-17000-00011911
Description:
Underwriting & Investment Banking Services RFP
Bid Opening Date:
11/22/2024 12:00:00 PM
Purchaser:
Josh Woodmansee
Organization:
Oregon State Treasury
Department:
134 - Debt Management
Location:
134 - Debt Management
Fiscal Year:
25
Allow Electronic Quote:

No
Alternate Id:

Required Date:
Available Date
:
10/23/2024 03:17:35 PM
Info Contact:
Purchasing@ost.state.or.us
Bid Type:
OPEN
Informal Bid Flag:

No
Purchase Method:
Open Market
Pre Bid Conference:
None
Bulletin Desc:
Treasury seeks Proposals from qualified firms, registered with the SEC, the Financial Industry Regulatory Authority, Inc. (FINRA) or the Municipal Securities Rulemaking Board (MSRB), to serve as Senior Manager Underwriters, Co-Senior Manager Underwriters, Co-Manager Underwriters, and Selling Group Members in connection with the proposed future issuance of bonds by the State of Oregon and its agencies.
Ship-to Address:
N/A
867 Hawthorne Ave SE
Salem, OR 97301
US
Email: Purchasing@ost.state.or.us
Phone: (503)378-4000
Bill-to Address:
N/A
867 Hawthorne Ave SE
Salem, OR 97301
US
Email: Purchasing@ost.state.or.us
Phone: (503)378-4000
Print Format:

File Attachments:
RFP 170-4434-24 Underwriter Syndicate
RFP 170-4434-24 Attachment A Cover Page
RFP 170-4434-24 Attachment B Disclosure Exemptions
RFP 170-4434-24 Attachment C Proposer Info Certification Sheet
RFP 170-4434-24 Attachment D Diversity Inclusion Worksheet
RFP 170-4434-24 Attachment E Experience Workbook
RFP 170-4434-24 Attachment F COBID Outreach Form
RFP 170-4434-24 Attachment G Responsibility Form
RFP 170-4434-24 Attachment H Treasury Bond Sale Policies & Procedures
RFP 170-4434-24 Exhibit A Bond Purchase Agreement

Form Attachments:
Required Quote Attachments

Discipline Type:

Personal Services

Procurement Method:

Competitive Sealed Proposal
Item Information

Item # 1:

(

946

-
49

)



Underwriting & Investment Banking

NIGP Code:
946-49
Financial Services (Not Otherwise Classified)

Qty Unit Cost UOM Total Discount Amt. Total Cost

1.0




EA - Each








Manufacturer:

Brand:

Model:

Make:

Packaging:




OREGON_OREGON_AWS_PROD_BUYSPEED_2_bso
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* Disclaimer: Information regarding bids, requests for proposals (RFPs), or requests for qualifications (RFQs) is provided on this website only for convenience and does not constitute official public notice. Persons wishing to respond to or inquire about bids, RFPs, or RFQs should contact the appropriate government department.