State of New Jersey Office of the Public Guardian - Collection and Disbursement Services RFP 2027
Office of Management and Budget | State of New JerseyState · NJ- Due
- Oct 30, 2026
- Deadline passed
- Posted
- Sep 22, 2026
- Contract term
- 4 years
- Primary contact
- Kyle Morales
- (609) 215-5653
The 30-second brief
The State of New Jersey Department of Human Services, Office of the Public Guardian (OPG), is soliciting proposals from qualified New Jersey banking vendors to provide collection and disbursement services for four State accounts: the OPG Representative Payee Account for Benefit of Wards, OPG Office Checking Account, OPG Escrow Account, and Qualified Income Trust Account. The scope of work includes account management and maintenance, daily automated balance reporting in unencrypted BAI2 format, ACH sending and receiving capabilities, ACH debit block services, web-based payee positive pay services, check disbursement, remote deposit capture (RDC) services with scanner equipment and maintenance, web-based inquiry communication system access, Medallion Signature Guarantee services, no-fee check cashing services across all state counties, and monthly account analysis. During calendar year 2>**25**, the monthly average collected balance held in these accounts was approximately $77 million. The contract term is four years with four one-year extension options. Proposals are due by October 30, 2026, at 4:00 p.m. ET.
Bank's overall response to all questions in Section VIII, Bank's overall experience on projects of similar scope and size, Response to possible follow-up inquiries, Bank's financial condition and ratings, Clarity and completeness of required reports and documents, Web-based Inquiry Communication System reliability, capabilities and ease of use, Adequacy of security measures, contingency plans and backup procedures, Bank's commitment to provide adequate technical and personnel resources, Check cashing and Remote Deposit Capture (RDC) capabilities, State's overall assessment of client references, Quality of customer service resources and turnaround for problem resolution, Completeness and feasibility of implementation, testing and training plans, Check imaging capabilities, Ability to accommodate future State-mandated program changes, Cost
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Summary
The State of New Jersey Department of Human Services, Office of the Public Guardian (OPG), is soliciting proposals from qualified New Jersey banking vendors to provide collection and disbursement services for four State accounts: the OPG Representative Payee Account for Benefit of Wards, OPG Office Checking Account, OPG Escrow Account, and Qualified Income Trust Account.
The scope of work includes account management and maintenance, daily automated balance reporting in unencrypted BAI2 format, ACH sending and receiving capabilities, ACH debit block services, web-based payee positive pay services, check disbursement, remote deposit capture (RDC) services with scanner equipment and maintenance, web-based inquiry communication system access, Medallion Signature Guarantee services, no-fee check cashing services across all state counties, and monthly account analysis. During calendar year 2>**25**, the monthly average collected balance held in these accounts was approximately $77 million. The contract term is four years with four one-year extension options. Proposals are due by October 30, 2026, at 4:00 p.m. ET.
EVALUATION CRITERIA
18- Bank's overall response to all questions in Section VIII
- Bank's overall experience on projects of similar scope and size
- Response to possible follow-up inquiries
- Bank's financial condition and ratings
- Clarity and completeness of required reports and documents
- Web-based Inquiry Communication System reliability
- Capabilities and ease of use
- Adequacy of security measures
- Contingency plans and backup procedures
- Bank's commitment to provide adequate technical and personnel resources
- Check cashing and Remote Deposit Capture (RDC) capabilities
- State's overall assessment of client references
- Quality of customer service resources and turnaround for problem resolution
- Completeness and feasibility of implementation
- Testing and training plans
- Check imaging capabilities
- Ability to accommodate future State-mandated program changes
- Cost
REQUIRED ATTACHMENTS
Ownership Disclosure Form, N.J.S.A. 52:34-13.2 Source Disclosure Certification Form, Confidentiality and Commitment to Defend Form, Certification of Non-Involvement in Prohibited Activities in Russia or Belarus Pursuant to P.L. 2022, c.3, Audited Financial Statements, Business Registration Certificate
REQUIRED STAFFING
Programming Fees
- Submit to
- [email protected]
- Duration
- 48 months
- Scope location
- Trenton, NJ
- Reported agency
- State of New Jersey
Questions about this RFP
How do I respond to this RFP from Office of Management and Budget | State of New Jersey?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 30, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Kyle Morales.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Office of Management and Budget | State of New Jersey 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 Kyle Morales at (609) 215-5653. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Programming Fees. Proposers should demonstrate relevant qualifications and experience for each required role.
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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: "Bank's overall response to all questions in Section VIII, Bank's overall experience on projects of similar scope and size, Response to possible follow-up inquiries, Bank's financial condition and rati..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Office of Management and Budget | State of New Jersey?
All active and historical solicitations from Office of Management and Budget | State of New Jersey are tracked and searchable. As a state agency, Office of Management and Budget | State of New Jersey 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 4 years. 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 Form, N.J.S.A. 52:34-13.2 Source Disclosure Certification Form, Confidentiality and Commitment to Defend Form, Certification of Non-Involvement in Prohibited Activities in Russia. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Office of Management and Budget | State of New Jersey for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Trenton, NJ. Review the full solicitation for detailed scope requirements.