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RFP opportunity

Township of Mantua Request for Qualifications for Financial Advisor Services

Submission deadlineDec 2, 2026See documents for time and submission instructions
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About this opportunity

AI summary

The Township of Mantua seeks a financial advisor to support its municipal financial planning efforts. The selected advisor will review the township's long-range operating and capital budget financing schedules, obtain credit enhancements, advise on debt security offerings, and analyze repayment options. Eligible respondents include qualified professional persons or firms, and only onshore United States organizations may apply. Proposers must submit one copy of their proposal addressed to the Township Administrator by December 2, 2026, at 3:00 P.M. Submissions must include proposed hourly rates, proof of insurance, a completed proposal checklist, a notarized non-collusion affidavit, and a stockholder disclosure certification. The township evaluates proposals based on qualification, merit, experience, references, and cost competitiveness for a one-year contract term.

Buyer and opportunity details

Client
Township of Mantua

Scope of work

  • Provide analytical and support services for financial planning and review long-range operating and capital budget financing strategies
  • Develop a credit rating program, furnish rating services with documentation, and meet with rating agency analysts
  • Assist in obtaining credit enhancement such as municipal bond insurance or letters of credit if determined economical
  • Review terms, conditions, and structure of proposed securities offerings and provide suggestions and modifications
  • Assist and advise in negotiations with investment banking groups regarding pricing and final terms of securities offerings
  • Advise on appropriate debt security selling methods including competitive, negotiated, or private placement
  • Assist in preparing preliminary and final official statements in connection with securities sales
  • Provide alternative repayment options and recommend financing structures including repayment terms and redemption provisions

How proposals are evaluated

CriterionWeight / scoring
Qualifications of the individual or firms who will perform the service or activityNot specified
Experience and referencesNot specified
Ability to perform the service or activity in a timely fashion, including staffing and familiarityNot specified
Cost CompetitivenessNot specified

Minimum qualifications

  • Licensure in the State of New Jersey and any other state for the requested discipline
  • Need not be a resident of the Township of Mantua

Documents to include with your response

  • Completed and initialed Request for Proposal Checklist
  • Original signed copy of complete proposal including qualifications and proposed costs
  • Notarized Non-Collusion Affidavit
  • Stockholder Disclosure Certification
  • Disclosure of Contributions to NJ ELEC form
  • New Jersey Business Registration Certificate (must be submitted prior to award)
  • Documentation of professional liability/malpractice insurance coverage
  • Statement of compliance with N.J.S.A. 10:5-1 et seq. and P.L. 1975, c.127
  • Financial Disclosure Statement pursuant to N.J.S.A. 40A:9-22(1) et seq. if required by law
  • Signed Americans with Disabilities Act of 1990 form

Key dates

Submission Deadline
December 2, 2026 3:00 P.M.

How to submit

Method
Hard copy
Instructions
Submit one original signed copy addressed to Township of Mantua, Attn: Jennica Bileci, Township Administrator, 401 Main Street, Mantua, NJ 08051.

Contract details

Term
One (1) year from date of award
Insurance and bonding
Documentation that insurance for professional liability/malpractice coverage with limits as to liability acceptable to the Township is required.
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