RM-199060 RFP Financial Advisory Services

The New Jersey Turnpike Authority (NJTA) is seeking qualified firms to provide comprehensive financial advisory services. The solicitation has been updated through three addenda, the latest of which introduces the possibility of selecting a primary Financial Advisor and, at the Authority’s discretion, a co‑Financial Advisor to perform a subset of the work. Respondents must also submit a detailed matrix of ideas, recommendations, and strategic initiatives presented to the Authority (or comparable public‑sector clients) since January 1, 2020. The deadline for all proposals is March 24, 2026 at 2:00 PM, with questions due by March 2, 2026. • Provide full‑scope financial advisory services as defined in the original RFP, including debt‑issuance strategy, refinancing analysis, cost‑saving studies, and related consulting deliverables. • Submit a structured list of past advisory ideas/recommendations (or comparable work) with description, objective, date, and outcome for each item. • Be prepared to serve either as the primary Financial Advisor or, if selected, as a co‑Financial Advisor performing only the specific tasks identified in Sections III(D)2 and III(D)3 of the RFP. • Acknowledge receipt of each addendum on the Bid Express platform; failure to do so will be treated as an acknowledgment. • The Authority may hold oral presentations during the week of March 30, 2026 and anticipates a commission approval around April 21, 2026.