Underwriting & Investment Banking Services RFP
| Agency: |
State Government of Oregon |
| State: |
Oregon |
| Type of Government: |
State & Local |
| NAICS Category: |
- 523110 - Investment Banking and Securities Dealing
- 541611 - Administrative Management and General Management Consulting Services
- 541618 - Other Management Consulting Services
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| Posted Date: |
Oct 23, 2024 |
| Due Date: |
Nov 22, 2024 |
| Solicitation No: |
S-17000-00011911 |
| Original Source: |
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| Contact information: |
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| Bid Documents: |
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Description
Bid Solicitation: S-17000-00011911
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Responses Due in 29 Days, 19 Hours, 44 Minutes
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Header Information
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Bid Number:
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S-17000-00011911
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Description:
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Underwriting & Investment Banking Services RFP
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Bid Opening Date:
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11/22/2024 12:00:00 PM
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Purchaser:
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Josh Woodmansee
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Organization:
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Oregon State Treasury
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Department:
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134 - Debt Management
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Location:
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134 - Debt Management
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Fiscal Year:
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25
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Allow Electronic Quote:
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No
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Alternate Id:
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Required Date:
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Available Date
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10/23/2024 03:17:35 PM
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Info Contact:
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Purchasing@ost.state.or.us
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Bid Type:
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OPEN
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Informal Bid Flag:
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No
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Purchase Method:
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Open Market
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Pre Bid Conference:
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None
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Bulletin Desc:
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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.
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Ship-to Address:
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N/A
867 Hawthorne Ave SE
Salem, OR 97301
US
Email: Purchasing@ost.state.or.us
Phone: (503)378-4000
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Bill-to Address:
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N/A
867 Hawthorne Ave SE
Salem, OR 97301
US
Email: Purchasing@ost.state.or.us
Phone: (503)378-4000
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Print Format:
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File Attachments:
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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
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Form Attachments:
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Required Quote Attachments
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Discipline Type:
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Personal Services
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Procurement Method:
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Competitive Sealed Proposal
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Item # 1:
(
946
-
49
)
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Underwriting & Investment Banking
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NIGP Code:
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946-49
Financial Services (Not Otherwise Classified)
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Qty
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Unit Cost
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UOM
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Total Discount Amt.
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Total Cost
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1.0
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EA - Each
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Manufacturer:
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Brand:
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Model:
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Make:
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Packaging:
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OREGON_OREGON_AWS_PROD_BUYSPEED_2_bso
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* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.