Single-Family Investment Banking and Underwriting Services RFP Overview
This Request for Proposal (RFP) provides an overview of the procurement scope and minimum requirements for single-family investment banking and underwriting services for the Washington State Housing Finance Commission. Qualified underwriting firms are invited to submit proposals for the specified period.
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Presentation Transcript
Pre-Bid Conference Single-Family Investment Banking and Underwriting Services RFP RFP No. 20241011HO Friday, November 1, 2024 10:00 am Please Wait. The Pre-Bid Conference will Begin Shortly Slide 1
AGENDA Introductions Pre-Bid Administration Procurement Scope & Requirements RFP Schedule Questions Bid Submission Slide 2
INTRODUCTIONS Please enter your name and firm name in the comments Lisa DeBrock, Homeownership Division Director Lucas Loranger, Finance Division Director Jon Jurich, WSHFC Legal Counsel Slide 3
PRE-BID ADMINISTRATION Interested bidders need to sign up on WEBS to make sure that they receive information, including potential procurement changes. Copy of Pre-Bid slides will be posted in WEBS. Slide 4
DISCLAIMER Bidders should only rely on written postings and amendments issued via WEBS. All other communications will be considered unofficial and non-binding on the Washington State Housing Finance Commission. Should bidders rely on any other communication, they do so at their own risk and expense. Slide 5
SINGLE-FAMILY INVESTMENT BANKING AND UNDERWRITING RFP OVERVIEW Slide 6
PROCUREMENT SCOPE The Washington State Housing Finance Commission (the Commission ) is requesting proposals from qualified underwriting firms to provide single-family investment banking and underwriting services for the period January 1, 2025 through December 31, 2026. The firms selected by the Commission will be expected to provide investment banking services including participation on the single-family finance team to develop and structure each bond issue. The underwriting firms will be responsible for purchasing the Commission s bonds, providing wide distribution of the Commission s bonds and maintaining a secondary market in the Commission s bonds. Slide 7
MINIMUM REQUIREMENTS The Contractors/Bidder must be licensed to do business in the state of Washington. The underwriting firm must satisfy the following Net Capital requirements in order to be considered: $100 million for Senior Manager $10 million for Co-Manager Slide 7
RFP Schedule Issue Request for Proposals: October 22, 2024 Last Questions Accepted : Thursday, October 31st, 11:00 am Prevailing Pacific Time Pre-Bid Conference: Friday, November 1, 2024, 10:00 am Prevailing Pacific Time Last Q&A Posted: Monday, November 4, 2024 Proposals Due: Tuesday, November 12, 2024 at 5:00 pm Prevailing Pacific Time Virtual Interview: The week of November 25th and December 2, if determined necessary at the sole discretion of the Commission Anticipated Commission Approval of Selection: Thursday, December 12, 2024
Questions Received by the Deadline Q: It appears that the date on Attachment I Proposal Certification Statement reflects the due date of the prior RFP. We assume this should be changed to the due date for this RFP but would like to confirm with the Commission. A: You are correct. The date on Attachment 1 should state November 12, 2024. Slide 12
HOW TO SUBMIT A BID Review all solicitation and contract terms Submit a bid before the due date and time: November 12, 2024, 5:00 pm (Prevailing Pacific Time) Email bid submittals to: lisa.debrock@wshfc.org Answer Questions Completely 10 page maximum 12-point font Complete ExhibitA Certifications and Assurances Provide Link to Audited Financials Slide 13
THANK YOU Lisa.debrock@wshfc.org www.WSHFC.org Slide 14
