TWP of Union Board of Education Financial Advisor RFP 2025-26-02
Township of Union School DistrictSchool · Union, NJ- Due
- Mar 4, 2026
- Deadline passed
- Primary contact
- Yolanda Koon
The 30-second brief
The Township of Union Board of Education is soliciting proposals for a Financial Advisor to provide independent financial advisory services in connection with the planning, voter approval, issuance, and administration of school bonds and/or notes, including a potential bond referendum.
Debt capacity and tax impact analyses, Referendum financial exhibits, Financing plan and debt service schedules, Bond sale evaluation memorandum, Post-issuance debt service and compliance calendar
Management Criteria (40 points), Technical Criteria (40 points), Cost Criteria (20 points)
Get notified when Township of Union School District posts the next one.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The Township of Union Board of Education is soliciting proposals for a Financial Advisor to provide independent financial advisory services in connection with the planning, voter approval, issuance, and administration of school bonds and/or notes, including a potential bond referendum.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
5- Debt capacity and tax impact analyses
- Referendum financial exhibits
- Financing plan and debt service schedules
- Bond sale evaluation memorandum
- Post-issuance debt service and compliance calendar
REQUIRED ATTACHMENTS
Statement of ability to satisfy the Scope of Services and proper certification to provide the services requested, Completed Proposal Form, Certification and Proof of Insurance, New Jersey Business Registration Certificate, Acknowledgement of Addenda, Affirmative Action Questionnaire (or equivalent), Chapter 271 - Political Contribution Disclosure Form, Disclosure of Investment Activities In Iran \ Russia & Belarus, Americans with Disabilities Act of 1990 Language, Non-Collusion Affidavit, Stockholders' Disclosure/ Ownership Declaration Form, NJDOE Approved Clinic/Agency Affidavit
REQUIRED STAFFING
3- Submit to
- 855 Lehigh Ave, Union, NJ 07083
- Scope location
- Union, New Jersey
- Reported agency
- TWP OF UNION BOARD OF EDUCATION
Questions about this RFP
How do I respond to this RFP from Township of Union School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 4, 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: 855 Lehigh Ave, Union, NJ 07083. For questions, contact Yolanda Koon.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Township of Union 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 Yolanda Koon. 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: Principal, Senior Associate, Associate/Analyst. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Debt capacity and tax impact analyses, Referendum financial exhibits, Financing plan and debt service schedules, Bond sale evaluation memorandum, Post-issuance debt service and compliance calendar. Proposals should clearly address how each deliverable will be met.
Show 4 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: "Management Criteria (40 points), Technical Criteria (40 points), Cost Criteria (20 points)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Township of Union School District?
All active and historical solicitations from Township of Union School District are tracked and searchable. As a school agency, Township of Union School District regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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: Statement of ability to satisfy the Scope of Services and proper certification to provide the services requested, Completed Proposal Form, Certification and Proof of Insurance, New Jersey Business Reg. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Township of Union 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: Union, New Jersey. Review the full solicitation for detailed scope requirements.