RFP NO. 26-03 BOND UNDERWRITING SERVICES

Agency:	Los Angeles Community College District(LACCD)
State:	California
Type of Government:	State & Local
NAICS Category:	541611 - Administrative Management and General Management Consulting Services
Posted Date:	May 22, 2026
Due Date:	Jun 25, 2026
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Title: BOND UNDERWRITING SERVICES

Description:
Mandatory Pre-Proposal Conference: Thursday, June 4, 2026
Questions Submission Deadline: Tuesday, June 9, 2026, 2:00 p.m., Pacific Time
Proposal Submission Deadline: Thursday, June 25, 2026, 2:00 p.m., Pacific Time
Parking is not provided by the District for those submitting proposals.

Attachments:
RFP No. 26-03 - Bond Underwriting Services

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REQUEST FOR PROPOSAL (RFP) NO. 26-03

BOND UNDERWRITING SERVICES

(UNDERWRITING POOL)

RFP PROPOSED SCHEDULE

RFP Posted

Mandatory Pre-proposal Conference

Friday, May 22, 2026

Friday, May 29, 2026

Thursday, June 4, 2026

Questions regarding this RFP submitted to

District by 2:00 pm PST

Tuesday, June 9, 2026

Questions and Answers posted to Website Thursday, June 11, 2026

Proposer Responses Due by

2:00 pm PST

Thursday, June 25, 2026

Notice of Intent to Award

Monday, July 20, 2026

Board Date for Approval

Wednesday, August 5, 2026

PROCUREMENT UNIT

Attention: Ms. Dorothea Mc Farline

770 Wilshire Boulevard, 6th Floor

Los Angeles, CA 90017-3719

Email: mcfarld@laccd.edu

Phone: 213. 891.2276

Table of Contents

1. INTRODUCTION ............................................................................................................ 5

1.1. Purpose of Request for Proposal..................................................................................................................................5

1.2. About the District .........................................................................................................................................................6

2. GENERAL GOALS AND SCOPE OF SERVICES ................................................................... 7

2.1. General Goals...............................................................................................................................................................7

2.2. Scope of Services..........................................................................................................................................................8

2.3. Term of Contract ..........................................................................................................................................................8

2.4 Mandatory Pre-Proposal Conference ..........................................................................................................................8

3. GENERAL INFORMATION AND GUIDELINES .................................................................. 8

3.1. District Contact Person.................................................................................................................................................9

3.2. Internet Access to this RFP...........................................................................................................................................9

3.3. Unauthorized Communications..................................................................................................................................10

3.4. Interested Parties.......................................................................................................................................................10

3.5. Proposer Clarifications ...............................................................................................................................................10

3.6. False Information .......................................................................................................................................................10

3.7. District Confirmation ..................................................................................................................................................11

3.8. No Joint Offers Accepted............................................................................................................................................11

3.9. District Determinations ..............................................................................................................................................11

4. INSTRUCTIONS AND GENERAL CONDITIONS .............................................................. 11

4.1. RFP Instructions and General Conditions...................................................................................................................11

4.2. RFP Schedule ..............................................................................................................................................................12

4.3 Proposal Submission ..................................................................................................................................................13

4.4 Meeting RFP Specifications ........................................................................................................................................14

4.5 Proposed Information to be Accurate, Complete and Valid ......................................................................................14

4.6 Authorized Signatures ................................................................................................................................................14

4.7 Authorization to Do Business .....................................................................................................................................15

4.8 Requirements .............................................................................................................................................................15

4.9 Questions about RFP ..................................................................................................................................................15

4.10 RFP Addenda ..............................................................................................................................................................16

RFP 26-03

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4.11 Interpretation of Documents .....................................................................................................................................16

4.12 Withdrawal/Proposal Irrevocable for one hundred eighty (180) Days......................................................................17

4.13 Exemption from Disclosure ........................................................................................................................................17

4.14 Pre-Contractual Expenses ..........................................................................................................................................18

4.15 Immaterial Defect in Proposal....................................................................................................................................18

4.16 Oral Communications.................................................................................................................................................18

4.17 RFP as Part of Final Contract ......................................................................................................................................18

4.18 Proposed Contract .....................................................................................................................................................19

4.19 Exceptions/Deviations ................................................................................................................................................19

4.20 No Commitment to Award.........................................................................................................................................20

4.21 No Agreement Until Signed........................................................................................................................................20

4.22 News Releases............................................................................................................................................................20

4.23 Use of District Employee’s Names .............................................................................................................................21

4.24 Adjustments to Contract ............................................................................................................................................21

4.25 Contractor Evaluation ................................................................................................................................................21

4.26 Termination or Cancellation.......................................................................................................................................21

4.27 Protests of an Award..................................................................................................................................................21

4.28 Other District Rights...................................................................................................................................................22

5. PROPOSAL FORMAT AND CONTENT ............................................................................. 22

5.1. General.......................................................................................................................................................................22

5.2. Required Components of the Proposal ......................................................................................................................23

5.2.1. Required Format of Proposals....................................................................................................................................23

5.2.2. Required Content of Proposals ..................................................................................................................................24

6. PROPOSAL EVALUATION AND CONTRACT AWARD ....................................................... 32

6.1. General.......................................................................................................................................................................32

6.2. Evaluation Procedures................................................................................................................................................32

6.2.1 First Phase..................................................................................................................................................................32

6.2.2 Second Phase - Bench Establishment and Negotiations...........................................................................................33

6.3 Evaluation Process .....................................................................................................................................................34

6.3.1 Evaluation Criteria for Written Proposals ..................................................................................................................34

6.4 Contract Award ..........................................................................................................................................................35

6.5 Continuity of Contract................................................................................................................................................35

Appendix A: Scope of Services ...........................................................................................................................................36

RFP 26-03

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Appendix B: List of Exhibits.................................................................................................................................................39

Exhibit A: Non-Collusion Affidavit ..........................................................................................................................................40

Exhibit B: Certificate of Non-Discrimination ..........................................................................................................................41

Exhibit C: Completed Confidentiality Agreement ..................................................................................................................42

Exhibit D: Acknowledgement of All Addenda Issued By The District .....................................................................................43

Exhibit E: Exceptions and Deviations to the Standard Form Agreement ...............................................................................44

Exhibit F: Russian Economic Sanctions Certification ..............................................................................................................45

Exhibit G: Certification of Small, Local, Emerging, And Disabled Veteran (SLEDV) Business .................................................46

Exhibit H: PP-04-09 Bid Protests and Appeals .......................................................................................................................47

Exhibit I: Verification..............................................................................................................................................................53

Exhibit J: PROFESSIONAL SERVICES AGREEMENT..................................................................................................................54

Exhibit K: Levine Act Campaign Contribution Notice ............................................................................................................70

RFP 26-03

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1. INTRODUCTION

1.1. Purpose of Request for Proposal

The purpose of this Request for Proposal (“RFP”) seeks qualified investment banking firms

to provide bond underwriting services in connection with the issuance of voter-approved

general obligation bonds and other debt instruments authorized under the Los Angeles

Community College District (“District”) policy and applicable law. Selected firms will form

an Underwriting Pool from which underwriting syndicates will be assembled for individual

bond issuances during the term of the agreement.

The Statement of Work outlines the minimum services, responsibilities and performance

expectations for firms selected to serve as Senior Manager, Co-Senior Manager, or Co-

Manager within the District’s underwriting pool.

This RFP is intended to solicit responses from firms that will enter into a five (5) year

contract to provide bond underwriting services for the District. Once under contract as a

panelist, individual matters will be assigned based upon expertise, particular skills and

successes of the firm, financial considerations, and proposed strategies.

This RFP and all subsequent modifications thereto are hereby designated as the sole

reference and authority for the preparation of proposals. This release of this RFP

supersedes all other documents related to RFP 26-03 obtained from any source, either by

written or verbal communications.

The competitive method used for this solicitation is a Request For Proposal (RFP).

Selection of a successful firm or firms (alternately referred to as "Proposer" in this RFP)

will be made through competitive procurement procedures, which will include factors

discussed in Section 3 of this RFP.

This RFP shall not be construed (1) to create an obligation on the part of the District to

enter into a contract with any firm or (2) to serve as the basis of a claim for

reimbursement of expenditures related to the development of a proposal. Proposers shall

be solely responsible for any expenses incurred as a result of its submittal under this RFP.

RFP 26-03

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This page summarizes the opportunity, including an overview and a preview of the attached documents.

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RFP NO. 26-03 BOND UNDERWRITING SERVICES

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