Financial Advisory Services
- Client
- Township of Berkeley Heights
- RFP Number
- BANKING-9478
- Posted
- 10/10/2026
- Category
- Banking Services
- Budget
- Looking for Proposal
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe Township of Berkeley Heights, New Jersey seeks qualified individuals or firms to provide financial advisory services. The scope of work includes assisting staff with capital project and expenditure budget analyses, reviewing professional reports and feasibility studies, developing cash flow models, evaluating financing or investment strategies, supporting credit rating efforts, analyzing waste flow control financial impacts, assisting with debt issuance and official statements, and calculating bond arbitrage. Eligible bidders must be onshore USA organizations with a minimum of ten years of experience as a financial advisor, and the person responsible for the account must hold a current, valid New Jersey State license. Work will be performed offsite under a contract running from January 1, 2027, through December 31, 2027. Applicants must submit an original and one signed copy of their proposal to Angela Lazzari, Township Clerk, by 10:00 A.M. on October 30, 2026. Proposals must include technical details, staff qualifications, cost savings examples, required affidavits, and completed state forms. Evaluation factors include the relevance of qualifications and experience, resource availability, and the reasonableness of the cost proposal.
Key solicitation details
AI-extracted from 2027 RFQ SPEC- Financial Advisory Services.pdf. Confirm against the original documents before bidding.
The Township of Berkeley Heights is requesting proposals from qualified individuals and firms to provide financial advisory services. One or more vendors may be selected. Qualified firms and individuals are eligible to submit proposals.
- Issued by
- Township of Berkeley Heights
- Submission Deadline
- 10:00 A.M. OCTOBER 30, 2026
- How to submit
- Hand delivered or mailed sealed hard copy
- Submission details
- Address proposals to Township of Berkeley Heights, Angela Lazzari, Township Clerk, 29 Park Avenue, Berkeley Heights, New Jersey 07922. Include an original and one (1) signed copy. E-mail or facsimile submissions will not be accepted.
- Contract term
- January 1, 2027, through December 31, 2027
- Place of performance
- Berkeley Heights, NJ or offsite
- Insurance and bonding
- Proposer shall maintain sufficient insurance to protect against all claims under Workmen's Compensation, General, Professional and Automobile Liability.
How proposals are evaluated
| Relevance and extent of qualifications, experience, reputation and training of personnel to be assigned | |
| Knowledge of the Township of Berkeley Heights and the subject matter to be addressed under this engagement | |
| Availability of sufficient personnel and other resources to provide the services required | |
| Relevance and extent of similar engagements performed | |
| Completeness of technical proposal | |
| Reasonableness of cost proposal |
Scope of work
- Assist staff regarding analysis of proposed capital projects and expenditure budgets
- Review professional reports and feasibility studies regarding financing issues
- Develop cash flow models to project effects of financing strategies
- Review and evaluate innovative financing and investment
- Assist Township staff regarding upgrading and maintaining credit ratings
- Review financial impact regarding waste flow control
- Assist staff regarding debt issuance, official statements, and proposal evaluations
- Assist with bond arbitrage calculations
Minimum qualifications
- Minimum of ten (10) years of experience as a financial advisor
- Minimum of five (5) years servicing the Township of Berkeley Heights or other governmental entities
- Person responsible for the account must have a current and valid New Jersey State license
- Statement that firm and assigned individuals are not suspended or prohibited from professional practice
Documents to include with the bid
- An original and one (1) signed copy of complete proposal
- Copy of Business Registration Certificate(s)
- Proposer Signature Page
- Vendor References
- Owners Disclosure Statement, properly notarized
- Non-Collusion Affidavit, properly notarized
- Affirmative Action Statement
- Partnership Disclosure Statement, properly notarized
- Affidavit of No Conflict of Interest, properly notarized
- Disclosure of Investment Activities in Iran Form
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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