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Financial Advisory Services

Elizabeth, New JerseyNew Jersey, USADue Thursday, October 29, 2026
Client
Elizabeth, New Jersey
RFP Number
ACCT-26936
Posted
10/9/2026
Category
Auditing, Finance and Accounting
Budget
Looking for Proposal
NAICS
—
Set-aside
—
Contact
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Description

AI Generated

The County of Union in Elizabeth, New Jersey, requires a vendor to provide offsite financial advisory services to assist county staff with capital projects and expenditure budgets. The selected vendor must analyze capital expenditures, review feasibility reports, build cash flow models, evaluate financing strategies, and assist in maintaining or upgrading the county's credit rating. Additionally, the scope includes helping staff prepare official statements, issue debt, evaluate proposals, and calculate bond arbitrage. Only onshore organizations based in the United States are eligible to submit proposals for this opportunity. Interested applicants must submit all questions regarding the solicitation no later than October 26, 2026.

Key solicitation details

AI-extracted from RFP2027-20-addendum1.pdf. Confirm against the original documents before bidding.

The County of Union is requesting qualifications from qualified individuals and firms to provide Financial Advisory Services of a specialized nature. Eligible proposers must have a minimum of 15 years of experience as a financial advisor and 10 years of experience advising government entities. Proposals will be used to create a Qualified List for 2027.

Issued by
County of Union
Addendum #1 Issued
Thursday, October 8, 2026
Questions due
no later than Oct 26, 2026
Inquiries due
no later than three (3) business days before the opening of proposals
Proposals due
OCTOBER 29, 2026 11:30 A.M.
Contract start
January 1, 2027
How to submit
Sealed hard copy and electronic copy on Thumb Drive
Submission details
One (1) Original Paper hard copy and One (1) PDF electronic copy on a Thumb Drive in a sealed envelope labeled Qualifications for Financial Advisory Services 2027 addressed to Office of the County Counsel, Union County Administration Building – 2nd Floor, 10 Elizabethtown Plaza, Elizabeth, NJ 07207, Attn: Carolyn Sullivan Kropp, Esq.
Contract term
January 1, 2027 through December 31, 2027
Place of performance
Elizabeth, NJ
Insurance and bonding
Commercial General Liability, Automobile Liability, Workers' Compensation with Statutory Limits, Sexual Abuse or Molestation Liability (if applicable), Professional Liability (Errors and Omissions).
Funding
ARPA (American Rescue Plan Act), Davis-Bacon Act, 2 CFR 180, 2 CFR 3000

Scope of work

  • Assist County staff on matters regarding analysis of proposed capital projects and capital expenditure budgets.
  • Review professional reports and feasibility studies to insure financing issues have been adequately addressed.
  • Develop cash flow models to project the effects of various financing strategies for proposed projects or programs.
  • Review and evaluate innovative financing and/or investment.
  • Assist the County staff regarding the County's credit rating for both upgrading and/or maintaining the current credit ratings.
  • Review financial impact on the County and/or its agencies regarding waste flow control.
  • Assist County staff regarding the issuance of debt and preparation of official statements and evaluation of proposals.
  • Assist with bond arbitrage calculations and reporting of ARPA and other federal funds.

Minimum qualifications

  • Minimum of fifteen (15) years experience as a financial advisor.
  • Minimum of ten (10) years experience advising the County of Union or other governmental entities.
  • Statement that neither the firm nor individuals assigned are suspended or prohibited from practice by any federal, state, or local agency.

Documents to include with the bid

  • Technical Proposal
  • Proposer Signature Page
  • Proposer References
  • Business Registration Certificate
  • Statement of Ownership Disclosure
  • Non-Collusion Affidavit
  • Affirmative Action Requirement
  • Affidavit of No Conflict of Interest
  • Disclosure of Investment Activities in Iran
  • Certification of Non-Involvement in prohibited activities in Russia or Belarus

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