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Iowa Finance Authority Investment Banking Services for SRF Program RFP - 270-RFP-3051-2027

Iowa Finance Authority logoIowa Finance Authority
Due
Oct 2, 2026
Deadline passed
Posted
Sep 2, 2026
Contract term
4 years
Primary contact
Lisa Connell
(515) 348-6163

The 30-second brief

What they're buying

The Iowa Finance Authority seeks proposals from investment banking firms to serve as underwriters for the State Revolving Fund (SRF) program. The procurement requires underwriting and investment banking services over a contract term beginning November 1, 2026, and ending October 31, 2030. Proposals are due by October 2, 2026, at 4:00 PM CDT. Vendors must submit separate Technical Proposal and Cost Proposal files via the procurement portal or contact the issuing officer.

What you must deliver

Underwriting services for the State Revolving Fund (SRF) program

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Summary

The Iowa Finance Authority seeks proposals from investment banking firms to serve as underwriters for the State Revolving Fund (SRF) program.

The procurement requires underwriting and investment banking services over a contract term beginning November 1, 2026, and ending October 31, 2030. Proposals are due by October 2, 2026, at 4:00 PM CDT. Vendors must submit separate Technical Proposal and Cost Proposal files via the procurement portal or contact the issuing officer.

REQUIRED DELIVERABLES

Underwriting services for the State Revolving Fund (SRF) program

REQUIRED ATTACHMENTS

Technical Proposal, Cost Proposal

Questions about this RFP

How do I respond to this RFP from Iowa Finance Authority?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 2, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Lisa Connell.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Iowa Finance Authority in IA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Lisa Connell at (515) 348-6163. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: Underwriting services for the State Revolving Fund (SRF) program. Proposals should clearly address how each deliverable will be met.

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Where can I find more RFPs from Iowa Finance Authority?

All active and historical solicitations from Iowa Finance Authority are tracked and searchable. As a state housing authority agency, Iowa Finance Authority regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What is the contract term for this solicitation?

The anticipated contract term is 4 years. Contract terms may include renewal options.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Technical Proposal, Cost Proposal. Review the full document from Iowa Finance Authority for the complete list.

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