Underwriting Services Request for Propsal

Location:	Missouri
Posted:	Nov 15, 2025
Due:	Dec 5, 2025
Agency:	Fox C-6 School District
Type of Government:	State & Local
Category:	Q - Medical Services
Publication URL:	To access bid details, please log in.

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UNDERWRITING SERVICES

REQUEST FOR PROPOSAL

Responses due December 5, 2025 @ 1:00 pm CST

Underwriting RFP (2025-26 School Year)

1 - REQUEST FOR PROPOSAL-PURPOSE AND SCOPE

The purpose of this Request for Proposal (RFP) is to solicit underwriting firms to provide underwriting

services for Fox C-6 School District (The District). The District has planned issuance for 2026 and part of

funding for their Master Facilities Plan.

General information about the District can be found on the District's website at www.foxc6.org

The District reserves the right to reject any and/or all proposals in response to this request. Force Majeure is

in effect.

1.1 Scope of Services

Senior Managing Underwriter

The District intends to hire one underwriter for this proposal. The underwriter shall perform the following

services as directed by the District.

1. Propose structuring alternatives and innovations that minimize the cost of capital while maintaining

future financing flexibility.

2. Prepare schedules based on alternative structures.

3. Adhere to the District’s financing schedules and calendar of events.

4. Prepare pricing memos, discuss marketing conditions, compile market comparables, and prepare

preliminary pricing scales, (if applicable: syndicate rules, syndicate price views) and marketing

compensation.

5. Assist in the drafting and review of relevant documents.

6. Identify the market and potential investors that are most likely to purchase any and all securities

offered at rates most favorable to the District.

7. Conduct bond sale conference calls.

8. Assess market conditions and investor demand and their impact on the economics and/or optimal

timing of the District’s financing.

Underwriting Services RFP | December 2025

9. Market and distribute bonds.

10. Commit capital as necessary to maintain the lowest possible interest rates for the District.

11. Execute a bond purchase agreement.

12. Provide post-pricing analysis including pricing, orders, allotments, designations, etc.

2 - RESPONDING TO FOX C-6 SCHOOL DISTRICT REQUEST

2.1 Deadline for Questions

Questions with regard to the RFP may be asked via e-mail. Questions may be submitted by e-mail to

rufkahrc@foxc6.org up to 11:59 PM CST on Friday November 28, 2025.

2.2 Proposal Requirements

Below is a list of information to be provided by responding firms. Please draft your proposals clearly and

concisely in response to the questions below. A proposal that does not include all the information required

below shall be deemed non-responsive and subject to rejection.

Required Information

1. Proposed Finance Team and Availability

a) Describe your proposed finance team and include a list of the key professionals and

location of professionals (investment bankers, underwriters, quantitative analysts, etc.)

that will be assigned to the District’s financing. Indicate the availability of the assigned

professionals specific to the District’s financing. Detailed resumes should be included in an

appendix.

b) Indicate how your firm will ensure the District’s bonds are marketed and priced without

interference or dilution from other transactions in which your firm is engaged.

2. Underwriting Experience and Performance

a) Provide a summary of your firm’s experience over the last three years

(7/1/2022-6/30/2025) as a sole/senior managing underwriter for each of the following

categories:

I. Negotiated lease revenue bonds

II. Negotiated revenue bonds

b) Provide two brief case studies (total) for any transactions listed in 2a(i-ii) above.

c) Provide a list of the transactions mentioned above in 2(a) as an appendix. Include the

Underwriting Services RFP | December 2025

issuer name, sale date, par amount, bond type, and ratings.

3. Marketing Capabilities, Approach, and Strategies

a) Provide a brief overview of your firm’s marketing and distribution capabilities.

b) Describe your marketing plan and the approach your firm will take in pre-marketing and

marketing the District’s bonds. Including a timeline of your expected activities leading up

to the pricing and examples of materials you will generate internally and externally for the

marketing purposes.

c) Describe any marketing strategies that you expect to deploy on the District’s behalf that

will result in enhanced pricing results and lower cost of capital.

4. Proposed Fees, Proposed Pricing, and Structuring

a) Proposed Fees: Provide a breakdown of your suggested takedowns, management fees, and

all associated expenses that your firm will charge in connection with your role as

underwriter (including whether you will require underwriter’s counsel, the name of the

firm and attorney, and estimated cost). Please indicate whether your proposed fees will

affect (positively or negatively) your firm’s willingness and ability to underwrite unsold

balances on the day of pricing.

b) Please provide your firm’s thoughts and recommendations on various coupon structures

and strategies.

c) Describe your firm’s approach to re-pricing bonds at the end of an order period.

d) Provide any rating suggestions, creative ideas or cost-effective measures that your firm

feels might be a benefit to the District.

5. Investigation and/or Inquiries

a) Disclose any investigations and/or inquiries of your firm in the last five years by any

regulatory entity. Please describe how such investigations or inquiries may impact the sale

of the District’s bonds.

2.3 RFP Submission

Bids are due on or before Friday, December 5, 2025 at 1:00 PM, CST. Please adhere to the requested format

for response. Please use the subject of Bid: Underwriting Services RFP. Responses are to be mailed only.

Forms may be submitted in person or mailed to:

Attn: Bids- Underwriting Services RFP

Fox C-6 School District

Underwriting Services RFP | December 2025

Attn. Chrissy Rufkahr - Executive Director of Finance

745 Jeffco Boulevard

Arnold, MO 63010

A copy of this Request for Proposal (RFP) may be obtained from the District's website here:

www.plattecountyschooldistrict.com/business_community/vendors/current_requests_for_proposals. It is

the sole responsibility of the "proposer" to monitor the District website for any amendments to the RFP.

The District and/or Board of Education reserve the right to reject any and all offers, or any part thereof, and

to waive informalities and to enter into such contract or contracts as shall be deemed in the best interest of

the Fox C-6 School District.

3 - RFP RESPONSE FORM

3.1 Selection Process and Timeline

The contract will be awarded based on best-value to the District and its constituents, as well as evaluation

criteria set forth in this document. Any proposal that does not meet the requirements of the RFP or that

does not address the questions as posed will be rejected.

The District will evaluate all responsive and responsible proposals based on the Evaluation Criteria as

referenced below, and may afford firms the opportunity to clarify the contents of their proposal for the

purpose of assuring a full understanding of their response to the RFP. The District will rank all proposals

from highest to lowest evaluation score. After the District has selected a proposal, the firm will enter into

negotiations for a contract. The contract will become final and binding only with the approval from the

District’s Board of Education. All contracts will be reviewed by district counsel. Any contract terms that are

not acceptable by the District, may be grounds for dismissing the selected vendor. In the event the primary

selection cannot provide the products or services, an alternate company will be selected. All companies will

Underwriting Services RFP | December 2025

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

Underwriting Services Request for Propsal

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