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  5. ›2026 RFQ - FINANCIAL ADVISOR

Township of Rochelle Park 1·New Jersey

2026 RFQ - FINANCIAL ADVISOR

Closes 4/7/2026$80k – $250kRequest for Qualification
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Description

The Township of Rochelle Park, New Jersey, is seeking a qualified individual or firm to act as a Financial Advisor for its municipal bond SEC disclosure obligations throughout 2026. The contractor will prepare and file required SEC disclosures for existing bonds, advise on disclosures for any new issuances, monitor ongoing compliance, and provide any additional consulting needed to satisfy federal securities requirements. The engagement is a one‑year professional‑services contract (Jan 1 2026 – Dec 31 2026) and will be awarded after reviewing qualification statements submitted by the April 7 2026 deadline. • Provide SEC secondary‑market disclosure preparation and filing for existing municipal bonds. • Advise and support the Township on disclosure material for any new bond issuances during 2026. • Ongoing monitoring and consulting to ensure full compliance with federal securities regulations. • Submit a detailed qualification statement (original + 2 copies + electronic media) by the specified deadline; no electronic submission via email/fax accepted. • Must meet insurance, licensing, NJ business registration, and affirmative‑action documentation requirements.

Attached files

Contact

Gina S. Kim(Township Clerk)

Key dates

Opened
3/30/2026
Closes
4/7/2026
Duration
1 year

Last updated

Details

Type
Request for Qualification
Industry
Consulting Services
NAICS
541618

Budget estimate

$80,000 – $250,000

The solicitation does not disclose a budget. Municipal financial‑advisor contracts for SEC disclosure compliance typically range from $80,000 to $250,000 for a full‑year engagement, depending on the complexity of the bond portfolio, frequency of filings, and senior‑level staffing required. Assuming a mid‑size township with several existing issuances, a reasonable estimate would be $100k‑$200k, with the low end reflecting a minimal‑staff, hourly‑rate model and the high end covering a more comprehensive, on‑site advisory team and potential overtime for new issuances.

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