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SOQ 23-003 Underwriter/ Placement Agent for the Jefferson Parish Department of Finance relative to the Issuance of bonds/notes and for Assistance with Other Various Refunding Opportunities
Louisiana > Jefferson Parish Government
SOQ: 24722565

IMPORTANT ANNOUNCEMENTS

Bid Law Requirement Update: Act 406
Vendors will be required to submit certain documentation with SOQ submission, i.e. affidavits, proof of insurance, etc. These requirements will be outlined specifically in the instructions of each SOQ package. Vendors should continue to carefully read and respond accordingly per the requirements of the SOQ packages. These changes are pursuant Louisiana Public Bid Law more specifically, Act 406 of the 2016 Louisiana Legislative Regular Session. For the purposes of this communication, this change applies to Jefferson Parish Government bid solicitations only. For more information, please call Jefferson Parish Purchasing at 504-364-2678.

Electronic Bond Submission May Be Required
If the SOQ documents require a surety, vendors submitting responses to Jefferson Parish through this site must submit an electronic bond through the respective online clearinghouse bond management system(s). You may click the link below to use:
BID BOND AGENCIES

SOQ Submittal Formats:

While this site accepts various file types, sizes and quantities, the preferred method for delivering all of the appropriate and required SOQ documents is one single scanned PDF file. Vendors submitting a SOQ with multiple uploaded images/photos of bid responses are solely responsible for clarity. If uploaded images/documents are not legible, the vendors submission will be rejected. Please note all requirements in this SUBMITTAL package for electronic SOQ submission.

NOTICE:

TO RESPOND TO THIS SOLICITATION, PLEASE PRINT THE ENTIRE SOQ FORM INCLUDING THE INSTRUCTIONS. COMPLETE THE SOQ FORM AND ATTACH ANY SPECIFICATIONS OR ADDITIONAL REQUIRED DOCUMENTS. SCAN THE ENTIRE SOQ RESPONSE AND UPLOAD TO THE ONLINE BIDDING SITE. ENSURE THAT YOU HAVE REVIEWED ALL INSTRUCTIONS THAT APPLY TO THIS SOQ, AS THE REQUIREMENTS FOR BOND SUBMISSIONS HAVE CHANGED.

Listing Information/Advertisement:


SOQ No. 23–003
Underwriter/Placement Agent for the Jefferson Parish Department of
Finance, Relative to the issuance of Bonds/Notes and for Assistance
with other various Refunding Opportunities
Submission Deadline: March 01, 2023 at 3:30 PM
ATTENTION VENDORS!!!
Please review all pages and respond accordingly, complying with all provisions
in the public notice and Jefferson Parish Code of Ordinances Section 2-926 et
seq. All submisisons must be received on the Purchasing Department’s
e-Procurement site, www.jeffparishbids.net, by the SOQ submission deadline
date and time. Late submissions will not be accepted.
Jefferson Parish Purchasing Department
General Government Building
200 Derbigny Street, Suite 4400
Gretna, LA 70053
Buyer Name: Donna M. Evans
Buyer Email: DMEvans @jeffparish.net
Buyer Phone: (504)364-2691
PUBLIC NOTICE
SOQ # 23-003
Underwriter/Placement Agent for the Jefferson Parish Department of Finance, relative to the issuance of bonds/notes and for assistance with other various refunding opportunities
The Parish of Jefferson, authorized by Resolution No. 141132 is hereby soliciting Statements of Qualifications from individuals or firms interested in contracting with the Parish of Jefferson to provide underwriting/placement agent services relative to the issuance of bonds/notes and to assist with other various refunding opportunities by mutual consent of the Parties and approval by the Parish Council (Parishwide).
Deadline for Submissions: 3:30 p.m., March 01, 2023
EVALUATION CRITERIA
The following criteria shall be used to evaluate the Statements of Qualifications:
1) Capability of respondent to provide underwriting and distribution expertise; (30 points)
2) Experience of the firm and the individual professionals assigned to the project, including the breadth of experience in underwriting and placement work; (30 points)
3) Size of firm and capacity for timely completion of the project; (10 points)
4) Nature, quantity and value of Jefferson Parish work previously and currently being performed; (10 points)
5) Conflict of interest and regulatory issues including, but not limited to, violations of federal, state or local regulations/laws within the past ten years, pending or current litigation, or arrangement with other firms that could pose a conflict; (10 points)
6) Nature, quantity and value of work performed for other public entities; (10 points)
MINIMUM QUALIFICATIONS
That the firm submitting a Statement of Qualification shall have the following minimum qualifications:
1. The individual(s)/firm under consideration for professional services shall have at least one (1) firm representative who has at least five (5) years' experience in the field or fields of expertise required for the project.
The most current General Professional Services Questionnaire must be submitted. A copy of the questionnaire may be obtained by calling the Jefferson Parish Purchasing Department at (504) 364-2678, or via the Jefferson Parish website at www.jeffparish.net by clicking on “Business & Development”, and then clicking on “Professional Services Questionnaire”. The submitting individuals or firms must identify all subcontractors who would assist in providing professional services for the project. Each subcontractor shall submit a General Professional Services Questionnaire and all documents and information included in the questionnaire. Failure to submit a General Professional Services Questionnaire for all identified subcontractors shall result in the submitting individual(s)/firm being deemed as nonresponsive under Section 2-928 of the Jefferson Parish Code of Ordinances. Interested candidates must submit one (1) submission electronically on the Jefferson Parish eProcurement site, Central Bidding.
Central Bidding can be accessed by visiting either or www.centralauctionhouse.com or www.jeffparishbids.net.
All vendors shall be required to register with Central Bidding. Jefferson Parish vendors are able to register for free by accessing the following link: http://www.centralauctionhouse.com/registration or
http://www.centralauctionhouse.com/SignUp.
No SOQ submittals will be accepted after the deadline.
Affidavits are not required to be submitted with the Statement of Qualifications, but shall be submitted prior to contract approval, including any sub-contractors.
Disputes/protests relating to the decisions by the evaluation committee or by the Jefferson Parish Council shall be brought before the 24th Judicial District Court.
Advertise: The New Orleans Advocate: February 01 and 08, 2023

SUBMITTAL INFORMATION
Creator Username: DMEVANS
Submittal Privacy: Response Encryption
Started: 01-Feb-2023 1:00:00 PM CST
Ends: 01-Mar-2023 3:30:00 PM CST ( Expired )
History: 453 Views, 0 Messages
Event Status: Archived event
Actions: Sign-In to Bid
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UPDATE/ADDENDUM HISTORY
All updates/changes are listed below::
01-Feb-2023 2:29:50 PM CST
added description for SOQ
 
BID HISTORY
Username Bid Amount Type Company name Bid Amount Bid Placed
rockfleet
For entire project Rockfleet Financial Services, Inc. =SEALED= 26-Feb-2023 1:32:19 PM CST
 
Underwriter/Placement Agent for the Jefferson Parish Department of Finance, relative to the issuance of bonds/notes and for assistance with other various refunding opportunities, authorized by Resolution No. 141132.  Deadline for Submissions: 3:30 p.m., March 01, 2023
Delivery: 0 Days
kentschexnayder
For entire project Sisung Securities Corporation =SEALED= 01-Mar-2023 8:50:24 AM CST
 
Statement of Qualifications # 23-003
Underwriter/Placement Agent Proposal
Resolution No. 141132

Sisung Securities Corporation
201 St. Charles Avenue, Suite 4240
New Orleans, LA  70170
Phone: 504-544-7700
Alt Phone: 504-913-4225
Delivery: 0 Days
sheehach
For entire project Mesirow =SEALED= 01-Mar-2023 9:51:48 AM CST
 
Attached herein is our SOQ to the Jefferson Parish, Department of Finance 

SOQ 23-003 Underwriter/ Placement Agent Relative to the Issuance of Bonds/Notes and for Assistance with Other Various Refunding Opportunities
Delivery: 0 Days
CrewsandAssoc
For entire project Crews & Associates, Inc. =SEALED= 01-Mar-2023 10:58:13 AM CST
 
Crews & Associates, Inc. response to SOQ#23-003 Underwriter/Placement Agent for the Jefferson Parish Departmetn of Finance, relatvie to the issuance of bonds/notes and for assistance with other various refunding opportunities.
Delivery: 0 Days
Loopcapital
For entire project Loop Capital Markets LLC =SEALED= 01-Mar-2023 2:35:59 PM CST
 
Loop Capital Markets' response to (SOQ No. 23–003) Underwriter/Placement Agent for the Jefferson Parish Department of Finance, Relative to the issuance of Bonds/Notes and for Assistance with other various Refunding Opportunities
Delivery: 0 Days
Bids Added by Agency/Owner
Username Bid Amount Type Company name Bid Amount Bid Placed