Financial Advisor Services

The Borough of Seaside Park in New Jersey requires financial advisor services for Contract Number 2027-16. The requested scope includes reviewing existing debt structure, developing a debt financing plan and detailed timetable, coordinating the financing team, assisting with preliminary and financial official statements, presenting to bond rating agencies, and monitoring markets. Additionally, the vendor must provide updated debt service schedules, create summary reports of debt issuances, assist with annual report filings, and offer ongoing financial and budgetary advice to management. Eligible onshore USA vendors must submit sealed proposals in a package containing two hard copies and one digital media copy. Proposals must be received by Municipal Clerk Jenna Jankowski at Borough Hall by November 10, 2026, at 11:00 AM. Bidders must complete and submit required documents, including the Bid Submission Document Checklist, Non-Collusion Affidavit, Federal Debarment Certification, Russia/Belarus compliance certification, and Iran investment activity disclosures. Evaluation is based on technical criteria worth up to 20 points and management criteria worth up to 50 points. Vendors must submit a proposal to establish the budget.