Description
Erie County, New York, is seeking a nationally‑recognized underwriting firm to serve as Senior Managing Underwriter for its 2026 General Obligation and Sewer bond issuances, totaling approximately $62 million. The senior manager will advise on bond structure, attend stakeholder meetings, help prepare the official statement and related financing documents, and execute a bond purchase agreement. Firms must have acted as senior manager on New York GO bond transactions that closed between 1 Jan 2023 and 1 Jan 2026, and must demonstrate GO‑bond expertise. The RFP requires a detailed price view, fee proposal, and supporting qualifications, with proposals due March 24 2026.
• Mandatory experience: senior‑manager role on NY municipal GO bonds (closed 2023‑2025).
• Scope: bond structuring, stakeholder coordination, document preparation, purchase agreement execution.
• Deliverables: price view for $60 M public‑improvement + $2 M sewer series, refunding proposal, rating agency recommendation, detailed fee schedule.
• Evaluation: best‑value (technical + cost) after review by County Legislature, Fiscal Stability Authority, and County Attorney.