Senior Managing Underwriters

The Northeast Ohio Medical University is seeking a Senior Managing Underwriter or Co-Managing Underwriter to serve in connection with the proposed future issuance of general receipts bonds for permanent financing for capital projects. The university received proposals from qualified firms and intends to award the contract to Stifel, who received the committee's highest ranking. The contract will be negotiated and executed after the intent to award is finalized. The scope of work includes serving as a Senior Managing Underwriter or Co-Managing Underwriter for the university's bond issuances. Key points to consider are the university's requirements for the underwriter, the proposal evaluation criteria, and the contract negotiation process. • The university requires the underwriter to be registered with FINRA and/or SEC. • The proposal evaluation criteria include the underwriter's experience, qualifications, and pricing. • The contract negotiation process will involve the university's Office of Accounting and Budget and the selected underwriter.