Monroe Township School District Financial Advisory Services RFP 2026
Monroe Township Public School DistrictSchool · Williamstown, NJ- Due
- Apr 14, 2026
- Deadline passed
- Posted
- Jan 1, 2026
- Contract term
- 1 year
- Primary contact
- Jo Ann Matienko
The 30-second brief
Monroe Township Board of Education is seeking proposals for Financial Advisory Services for the period of July 1, 2026, through June 30, 2027. Services include working with bond counsel, managing bond sales, and providing continuing disclosure agent services.
Ownership Disclosure Statement, Non-Collusion Affidavit, C. 271 Political Contribution Disclosure Form, Contractor/Vendor Questionnaire/Certification, Affirmative Action Questionnaire, Affidavit and Exhibit A, New Jersey Business Registration Certificate, Certificate of Employee Information Report, Disclosure of Investment Activities in Iran, Disclosure of Investment Activities in Russia or Belarus, Certification of Non-Debarment
Qualifications of Staff, Firm's/Individual's Experience/References, Apparent Ability to Perform Services, Cost Criteria - Fee Proposal, Quality of Submission
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Summary
Monroe Township Board of Education is seeking proposals for Financial Advisory Services for the period of July 1, 2026, through June 30, 2027. Services include working with bond counsel, managing bond sales, and providing continuing disclosure agent services.
EVALUATION CRITERIA
5- Qualifications of Staff
- Firm's/Individual's Experience/References
- Apparent Ability to Perform Services
- Cost Criteria - Fee Proposal
- Quality of Submission
REQUIRED DELIVERABLES
11- Ownership Disclosure Statement
- Non-Collusion Affidavit
- C. 271 Political Contribution Disclosure Form
- Contractor/Vendor Questionnaire/Certification
- Affirmative Action Questionnaire
- Affidavit and Exhibit A
- New Jersey Business Registration Certificate
- Certificate of Employee Information Report
- Disclosure of Investment Activities in Iran
- Disclosure of Investment Activities in Russia or Belarus
- Certification of Non-Debarment
REQUIRED ATTACHMENTS
11- Ownership Disclosure Statement
- Non-Collusion Affidavit
- C. 271 Political Contribution Disclosure Form
- Contractor/Vendor Questionnaire/Certification
- Affirmative Action Questionnaire
- Affidavit and Exhibit A
- New Jersey Business Registration Certificate
- Certificate of Employee Information Report
- Disclosure of Investment Activities in Iran
- Disclosure of Investment Activities in Russia or Belarus
- Certification of Non-Debarment
- Submit to
- Williamstown, NJ 08094
- Duration
- 12 months
- Scope location
- Monroe Township, NJ
- Reported agency
- Monroe Township Board of Education
Questions about this RFP
How do I respond to this RFP from Monroe Township Public School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 14, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Williamstown, NJ 08094. For questions, contact Jo Ann Matienko.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Monroe Township Public School District 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 RFP 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 Jo Ann Matienko. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Ownership Disclosure Statement, Non-Collusion Affidavit, C. 271 Political Contribution Disclosure Form, Contractor/Vendor Questionnaire/Certification, Affirmative Action Questionnaire, Affidavit and Exhibit A, New Jersey Business Registration Certificate, Certificate of Employee Information Report,. 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: "Qualifications of Staff, Firm's/Individual's Experience/References, Apparent Ability to Perform Services, Cost Criteria - Fee Proposal, Quality of Submission" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Monroe Township Public School District?
All active and historical solicitations from Monroe Township Public School District are tracked and searchable. As a school agency, Monroe Township Public School District 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 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFP?
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. This solicitation specifically requires the following attachments: Ownership Disclosure Statement, Non-Collusion Affidavit, C. 271 Political Contribution Disclosure Form, Contractor/Vendor Questionnaire/Certification, Affirmative Action Questionnaire, Affidavit and E. Review the full document from Monroe Township Public School District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Monroe Township, NJ. Review the full solicitation for detailed scope requirements.