Banking and Investment Services $3,350,000 (Estimated) - College Capital Improvement Bonds Series 2026

The Ocean County Board of Commissioners is seeking proposals for banking and investment services for the College Capital Improvement Bonds Series 2026. The successful vendor will provide services for a one-year contract term and must have a minimum of five years of experience in providing banking and investment services. The scope of work includes directing the investment and sale of assets, placing orders for the purchase and sale of securities, providing independent confirmation of securities transactions, and monitoring the creditworthiness of investments. • The vendor must have experience in providing banking and investment services to a county or similar government entity. • The vendor must be able to provide regular monthly statements of investment activities and reconcile such statements with records provided by the custodian bank. • The vendor must be able to provide the county with monthly reports of interest earnings, investment performance, and the market value of all investments. • The vendor must comply with all applicable laws and regulations, including the Open Public Records Act and the Americans with Disabilities Act.