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  5. ›RFP UNDERWRITER BANKING SERVICES

Housing Authority of the City of Charleston·South Carolina

RFP UNDERWRITER BANKING SERVICES

Closes 8/11/2026$250k – $1MRequest for Proposal
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Description

The Housing Authority of the City of Charleston seeks qualified firms to act as the underwriting bank for a planned bond financing related to public housing. Proposals must be emailed and include qualifications, bond‑issuance experience, financing approach, team composition, fee structure, and compliance with Section 3 requirements. Evaluation will be based on a weighted point system covering firm experience, transaction track record, financing methodology, personnel, cost, and Section 3 status. Submissions are due by 2:00 p.m. EST on August 11, 2026. Questions must also be submitted by that deadline via a separate email address. • Primary contact: Priscilla Waring (Purchasing Agent) – [email protected] – (843) 720‑5345 • Evaluation criteria: qualifications (25 %), bond volume (20 %), financing approach (25 %), team (10 %), fee (10 %), Section 3 (5 %) • Submission method: email only, with specific subject line format.

Attached files

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Contact

Priscilla Waring(Purchasing Agent)

[email protected]

(843) 720-5345

Key dates

Opened
7/9/2026
Questions due
8/11/2026
Closes
8/11/2026

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523130
Solicitation №
260805

Budget estimate

$250,000 – $1,000,000

Underwriting fees for municipal bonds typically range from 0.5 % to 2 % of the total issuance amount. Assuming a modest bond size of $50 million (common for mid‑size housing authorities), the fee could be between $250,000 and $1 million. Larger issuance sizes would raise the high‑end estimate, while smaller projects would lower it. The estimate also reflects the need for experienced personnel, detailed financing plans, and compliance work outlined in the evaluation criteria.

AI estimate from the solicitation

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