What the buyer needs
AI summaryThe government authority in West Caldwell, NJ, seeks bond counsel services. Services include drafting opinions on laws affecting the township's debt and preparing bond ordinances and public finance resolutions. The vendor will assist with official statements for debt issuances and attend bid openings. They will analyze bids, help manage rating agency relationships, and provide legal advice on public finance matters. Additional services include providing legal opinions on bond and note sales and attending meetings as requested. The contract period for these services will be one year.
Scope of work
- Prepare annual financial statements, audits, annual debt statements, and state budget documents.
- Provide technical and financial advice and assistance to town officials as needed.
- Maintain all papers, documents, memoranda, reports, and materials relating to financial records.
- Assist Mayor, Council, CMFO, and Bond Counsel in issuing or selling instruments of indebtedness.
- Attend all meetings of the Mayor and Council as requested.
- Prepare and provide detailed reports on referred matters.
- Appear and testify when directed or subpoenaed in connection with Township business.
- Provide other requested financial services, including grant applications or outside consultant reviews.
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Cost | Not specified |
| Individual and Firm experience and reputation | Not specified |
| Availability to accommodate the meeting schedule and required needs of the Mayor and Council | Not specified |
Minimum qualifications
- Must be a licensed R.M.A. in good standing in the State of New Jersey.
- Must have at least ten (10) years experience as a licensed R.M.A.
- Must have at least five (5) years experience representing municipalities and taxpayers in audits, budgets, and bond/note issuances.
- Must be responsive to telephone calls and inquiries.
- Must be able to handle diverse issues and matters.
Documents to include with your response
- Qualification Information and proposed cost of services
- Acknowledgement of Receipt of Addenda Form (Exhibit A)
- Ownership Disclosure Certification (Exhibit B)
- Affirmative Action Compliance Notice / Affidavit (Exhibit C)
- Affidavit of Non-Collusion (Exhibit D)
- Disclosure of Prohibited Investment Activities in Iran, Russia and Belarus (Exhibit G)
- Signatory Page (Exhibit H)
- RFP Document Checklist (Exhibit I)
- New Jersey Business Registration Certificate (prior to award)
- Certificate of Insurance (if appointed)
How to submit
- Method
- Hand delivered or mailed in a sealed envelope
- Instructions
- One (1) original hard copy clearly marked 'original' and one (1) complete electronic copy (CD/DVD/USB) addressed to Nikole H. Baltycki, Township Administrator, Township of West Caldwell, 30 Clinton Road, West Caldwell, New Jersey 07006. Facsimile or e-mail not accepted.