("Continuous") Establish a Qualified Pool of Underwriters and Commercial Paper Dealers

The City of San Diego is creating an indefinite‑delivery, qualified‑pool contract to secure underwriters and commercial‑paper dealers for its municipal financing programs. Firms must submit a Statement of Qualifications demonstrating relevant underwriting, syndicate, and commercial‑paper experience, meet SEC net‑capital and licensing requirements, and be ready to respond to ad‑hoc financing tasks over a five‑year period (with up to two one‑year extensions). Successful respondents will be placed in the pool and may receive task‑order contracts for bond issuances, commercial‑paper placements, and related advisory services throughout the contract term. • Scope includes senior‑manager underwriting, co‑manager syndicate support, and commercial‑paper dealer services for a variety of debt instruments (short‑term, long‑term, land‑secured, tax‑increment, P3, asset securitization). • Qualification criteria cover firm description, experience, capitalization, and compliance with federal and state securities regulations; a minimum score of 65 points per role is required. • Submissions are electronic via PlanetBids, with a final deadline of March 31 2026; the pool’s performance period runs April 1 2021 – March 31 2026 (extensions possible).