Borough of Woodland Park RFQ 2025-07 Investment Advisor Services
Borough of Woodland ParkCity · Woodland Park, NJ- Due
- Jan 20, 2026
- Deadline passed
- Posted
- Dec 23, 2025
- Contract term
- 2 years
- Primary contact
- Sherry Roberts
- (972) 223-1690 ext 130
The 30-second brief
The Borough of Woodland Park is seeking Statements of Qualifications from investment advisors to provide non-discretionary portfolio management services for the City's approximately $40,000,000 investment portfolio. Services include execution of securities purchases/sales, investment advice, investment reporting, and review of the City's investment policy and procedures.
Statements of Qualifications, Investment reports, Market analysis and commentary, Training and education services
Demonstrated ability in providing similar services to municipalities and/or other public entities, Recommended approach to manage the City's portfolio, Professional qualifications and experience, Reporting
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Summary
The Borough of Woodland Park is seeking Statements of Qualifications from investment advisors to provide non-discretionary portfolio management services for the City's approximately $40,000,000 investment portfolio.
Services include execution of securities purchases/sales, investment advice, investment reporting, and review of the City's investment policy and procedures.
EVALUATION CRITERIA
Demonstrated ability in providing similar services to municipalities and/or other public entities, Recommended approach to manage the City's portfolio, Professional qualifications and experience, Reporting
REQUIRED DELIVERABLES
4- Statements of Qualifications
- Investment reports
- Market analysis and commentary
- Training and education services
- Scope location
- Glenn Heights, Texas
Questions about this RFQ
How do I respond to this RFQ from Borough of Woodland Park?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 20, 2026. The solicitation specifies required deliverables that must be addressed in your response. For questions, contact Sherry Roberts.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including Borough of Woodland Park in NJ, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFQ submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Sherry Roberts at (972) 223-1690 ext 130. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Statements of Qualifications, Investment reports, Market analysis and commentary, Training and education services. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Demonstrated ability in providing similar services to municipalities and/or other public entities, Recommended approach to manage the City's portfolio, Professional qualifications and experience, Repo..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Borough of Woodland Park?
All active and historical solicitations from Borough of Woodland Park are tracked and searchable. As a city agency, Borough of Woodland Park regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 2 years. Contract terms may include renewal options.
What documents are required to bid on this RFQ?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. Review the full document from Borough of Woodland Park for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Glenn Heights, Texas. Review the full solicitation for detailed scope requirements.