Underwriter Request for Qualifications

Request For Qualifications For Underwriting Services

Request For Qualifications For Underwriting Services Question Responses

The District of Columbia (the “District”), Office of the Chief Financial Officer (the “OCFO”) is requesting statements of qualifications (“RFQ”) for underwriting and investment banking services for a five-year period which will begin with the selection of the underwriter pool. The OCFO will select firms from this qualified pool to provide senior manager and co-manager services on certain negotiated District debt offerings.  The OCFO may terminate or extend the underwriter pool at any time prior to the end of the initial five-year period if it is determined to be in the best interests of the District.

The firms selected through this RFQ process may be utilized for OCFO’s financing programs as set forth below:

  1. Capital Improvements Plan (General Obligation or Income Tax Secured Revenue bond programs)
  2. Economic Development (Tax Increment Revenue, Payments-in-lieu of Taxes, or other Special Assessment bond programs)
  3. Department of Transportation Infrastructure (Federal Highway Grant Anticipation Revenue bonds)

A tentative timetable for the selection of the managing underwriter(s) is provided below:

April 28, 2022                                                      Release of RFQ

May 4, 2022                                                         Questions due via Email by 3:00 pm District time*

May 25, 2022                                                      Proposals due via Email by 3:00 pm District time

*Please submit any questions about the RFQ via email to the District’s financial advisor at Responses to all questions will be provided via the FAQ page on the District’s investor relations website.