APA 2026-03 Bond Issuance Underwriting Services

Project Description: Issuing Procurement Unit: State of Utah Division of Purchasing
Conducting Procurement Unit: Utah Charter Academies (UCA)
Professional Services Requested: Underwriting Services
Procurement Method: Value Based Selection
The purpose of this RFSQ is to obtain statements of qualifications from companies. The intent is to award a contract under Utah Procurement Code 63G-6a Part 15 for the purchase of Underwriting Services. The vendor with the highest- ranking will be selected to negotiate a contract at compensation determined to be fair and reasonable. If fair and reasonable compensation, contract requirements, and contract documents cannot be agreed upon with the highest ranked vendor, the state may proceed with negotiations with the next highest ranked vendor. Do NOT include pricing when you submit your qualifications. Submissions can be via Bonfire or by email to dsharette@apamail.org.
Project Description: UCA is seeking a Managing Underwriter to provide investment banking services for a complex, multi-project bond issuance. The primary goal is to secure the lowest possible cost of capital through expert pricing negotiation, aggressive marketing, and high-level credit presentation to S&P Global Ratings.