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Ocean County Improvement Authority - Municipal Advisor Consulting Services - RFQ 2026

Ocean County
Due
Nov 10, 2026
12 days left
Posted
Oct 21, 2026
Contract term
1 year
Primary contact
Jessica Hannold
(732) 929-2103

The 30-second brief

What they're buying

The Ocean County Improvement Authority is requesting qualifications from experienced firms to provide Municipal Advisor and Financial Advisory Services for a one-year contract term from February 1, 2027, through January 31, 2028. Services include advising on debt issuance, refundings, pooled and lease-purchase financings, evaluating financing opportunities, credit ratings, cash-flow projections, and regulatory compliance with the New Jersey Local Finance Board. Proposals are due by November 10, 2026, at 4:00 PM, and must be submitted electronically. Vendors must have a minimum of two years of experience providing these services.

How it's scored

Qualifications of individuals and respective participation (30%), Experience and references (30%), Understanding of Scope of Work and ability to perform in a timely fashion (20%), Location of primary office (10%), Thoroughness and completeness (10%)

12 days left to submitDue Nov 10

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Summary

The Ocean County Improvement Authority is requesting qualifications from experienced firms to provide Municipal Advisor and Financial Advisory Services for a one-year contract term from February 1, 2027, through January 31, 2028.

Services include advising on debt issuance, refundings, pooled and lease-purchase financings, evaluating financing opportunities, credit ratings, cash-flow projections, and regulatory compliance with the New Jersey Local Finance Board. Proposals are due by November 10, 2026, at 4:00 PM, and must be submitted electronically. Vendors must have a minimum of two years of experience providing these services.

EVALUATION CRITERIA

Qualifications of individuals and respective participation (30%), Experience and references (30%), Understanding of Scope of Work and ability to perform in a timely fashion (20%), Location of primary office (10%), Thoroughness and completeness (10%)

REQUIRED ATTACHMENTS

5
  • Signature Page
  • Non Collusion Certification
  • Affirmative Action Questionnaire
  • Statement of Ownership
  • Disclosure of Investment Activities in Iran
Submit to
https://procurement.opengov.com/portal/oceancounty/projects/314553
Scope location
Toms River, NJ
Reported agency
County of Ocean

Questions about this RFQ

How do I respond to this RFQ from Ocean County?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 10, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://procurement.opengov.com/portal/oceancounty/projects/314553. For questions, contact Jessica Hannold.

Can small businesses or minority-owned firms bid on this RFQ?

Most government agencies, including Ocean County 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 Jessica Hannold at (732) 929-2103. Questions and answers are typically shared with all prospective bidders.

Show 6 more questions

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 individuals and respective participation (30%), Experience and references (30%), Understanding of Scope of Work and ability to perform in a timely fashion (20%), Location of primary..." Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Ocean County?

All active and historical solicitations from Ocean County are tracked and searchable. As a county agency, Ocean County 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.

Is this solicitation still open for submissions?

Based on the posted deadline of November 10, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.

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. This solicitation specifically requires the following attachments: Signature Page, Non Collusion Certification, Affirmative Action Questionnaire, Statement of Ownership, Disclosure of Investment Activities in Iran. Review the full document from Ocean County for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Toms River, NJ. Review the full solicitation for detailed scope requirements.

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