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Treasurer Service

Iselin, New JerseyNew Jersey, USADue Friday, November 6, 2026
Client
Iselin, New Jersey
RFP Number
BANKING-9463
Posted
10/7/2026
Category
Banking Services
Budget
Looking for Proposals
NAICS
—
Set-aside
—
Contact
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Description

AI Generated

The Public Entity Joint Insurance Fund seeks a vendor to perform treasurer services for the 2027 fund year commencing January 1, 2027, or upon appointment. The requested scope includes depositing receipts within 48 hours, reviewing expense vouchers, signing and distributing checks, funding impress accounts, comparing claim payment records, reviewing financial reports, implementing cash management plans, and submitting monthly cash activity reports. Eligibility requires onshore USA organizations with at least seven years of experience as a Fund Treasurer for a New Jersey joint insurance fund. Applicants must demonstrate a high degree of knowledge regarding state regulations, insurance fund financial matters, and budgets. Submissions must include one original paper copy and one electronic copy on a flash drive delivered to Madeline Delgado in Iselin, NJ, by November 6, 2026, at 10:00 a.m. EDT. Emailed or faxed proposals will be rejected. Proposals must contain contact details, an annual flat-fee proposal for 2027, officer qualifications, experience descriptions, New Jersey presence, SBE status, references, and conflict disclosures. The Fund will evaluate qualified proposals based on the vendor's general approach, documented experience, staff qualifications, and ability to complete work within the timeline, selecting the offer deemed most advantageous considering price and other factors.

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