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Underwriting Services

Somerville, New JerseyNew Jersey, USADue Friday, November 13, 2026
Client
Somerville, New Jersey
RFP Number
BANKING-9484
Posted
10/14/2026
Category
Banking Services
Budget
Looking for Proposal
NAICS
—
Set-aside
—
Contact
—

Description

AI Generated

The government authority in Somerville, New Jersey, seeks a vendor to provide offsite underwriting services. The selected firm must deliver national taxable municipal market services, execute quality work on time, demonstrate a commitment to public finance, and employ effective marketing strategies for taxable and nontaxable obligations similar to the county's previous issuances. Only onshore, United States organizations are eligible to submit proposals for this opportunity. Interested applicants must submit a proposal outlining their budget and qualifications, including their prior underwriting performance and marketing strategies.

Key solicitation details

AI-extracted from RFP Document CYXS001527 Underwriting FINAL.pdf. Confirm against the original documents before bidding.

The County of Somerset is soliciting proposals for underwriting services for issuing notes and bonds throughout 2027. The County reserves the right to utilize underwriting services at its sole discretion on a per transaction basis. Proposals are open to US organizations.

Issued by
County of Somerset
Release of RFP
October 13, 2026
Proposals due
November 13, 2026 at 3:30 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
Submission details
One original signed in ink, one copy, and one PDF copy on a USB flash drive delivered to the Office of the Purchasing Agent.
Contract term
Throughout the course of 2027 starting January 1, 2027
Place of performance
Offsite
Insurance and bonding
General Liability min $3,000,000; Auto Liability min $3,000,000; Workers Compensation; Errors and Omissions min $1,000,000 per claim/aggregate.

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

  • Underwriting services for issuing notes and bonds
  • Marketing strategies for taxable and nontaxable obligations
  • Execution of underwriting services in national taxable municipal markets

Minimum qualifications

  • Listed in the Bond Buyers Municipal Marketplace Directory (the Red Book) for at least 5 years
  • Assign trained, educated, and relevant experienced individuals
  • Onshore USA Organization Only

Documents to include with the bid

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

Verify important details

Document check

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

1 available fileDocuments checked

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