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Financial Advisor Services

Somerville, New JerseyNew Jersey, USADue Friday, November 13, 2026
Client
Somerville, New Jersey
RFP Number
ACCT-26966
Posted
10/14/2026
Category
Auditing, Finance and Accounting
Budget
Looking for Proposal
NAICS
—
Set-aside
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Contact
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Description

AI Generated

The government authority located in Somerville, New Jersey, requires a vendor to provide financial advisor services and independent financial advice that solely serves the county's interests. The requested scope includes consulting on taxable and non-taxable general obligation debt issuance, conducting sensitivity analyses of interest rates, developing financing plans and schedules, helping select investment banking firms and underwriters, evaluating bond purchase bids or agreements, and offering as-needed advice on financial products and market trends. Only United States onshore organizations are eligible to apply, and the work will be performed offsite. The buyer requires applicants to submit a proposal for the budget, but the text does not state application requirements, submission deadlines, evaluation criteria, or the contract term.

Key solicitation details

AI-extracted from RFP Document CYXS001727 Financial Advisor FINAL.pdf. Confirm against the original documents before bidding.

The County of Somerset is seeking proposals for professional Financial Advisor Services for funds and activities under its control for the year 2027. Services will be utilized at the County's sole discretion on a per transaction basis. Proposals are open to qualified vendors with required expertise.

Issued by
County of Somerset
Release of RFP
October 13, 2026
Questions due
at last three (3) business days prior to the date fixed for the opening of the proposals
Proposal Due Date
November 13, 2026 at 4:00 P.M.
Evaluation Completed
November/December 2026
Governing Body Action
December 2026
Contract Execution and Project Initiation
January 1, 2027
How to submit
Sealed hard copy and USB flash drive
Submission details
Submit one original signed in ink, one copy, and one copy on a USB flash drive in PDF format to Office of the Purchasing Agent, Administration Building – 3rd Floor, 20 Grove Street, Somerville, NJ 08876. Fax or email not accepted.
Contract term
Year 2027, starting January 1, 2027
Place of performance
Offsite / County of Somerset, NJ
Insurance and bonding
Workers Compensation; General Liability ($3,000,000); Automobile Liability ($3,000,000 each accident); Errors and Omissions Insurance ($1,000,000 per claim/aggregate). Certificate naming County as additionally insured required prior to work.
Funding
N.J.S.A. 19:44A-20.4 et seq.

How proposals are evaluated

Understanding of the Requested Work
Knowledge and Technical Competence
Management, Experience and Personnel Qualifications
Ability to Complete the Project/Services in a Timely Manner
Cost

Scope of work

  • Consult on the issuance of taxable and non-taxable general obligation debt
  • Provide sensitivity analysis of different interest rates on financing plans
  • Develop plans of finance and prepare financing schedules with bond timing recommendations
  • Assist in the selection of investment banking firms and underwriters
  • Provide advice on acceptance or rejection of bond purchase bids or agreements
  • Provide independent financial advice serving solely the interests of the county
  • Provide as-needed financial advice regarding market conditions, trends, and financial products

Minimum qualifications

  • Minimum of five (5) years of experience in providing financial advisory services to similar entities

Documents to include with the bid

  • Proposal Cost Form/Signature Page
  • Fee Schedule
  • Ownership Disclosure Form
  • Non-Collusion Affidavit
  • EEO/Affirmative Action Compliance Notice
  • Certificate of Employee Information Report or Form AA-302
  • Business Registration Certificate
  • Acknowledgement of Receipt of Addenda
  • Proof of Licensure
  • References

Verify important details

Document check

Confirm submission instructions and amendments with the issuing agency before responding.

1 available fileDocuments checked

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