FINANCIAL ADVISOR AND COUNSELING SERVICES

The Township of Toms River is seeking a vendor to provide Financial Advisor and Counseling Services. The selected vendor will be responsible for providing analytical and support services for financial planning efforts, reviewing the Township's long-range operating and capital budget financing strategy, coordinating applications to the Local Finance Board, and developing a credit rating program. The vendor will also assist with the preparation of presentations to municipal officials, review the terms and conditions of proposed securities offerings, and provide advice on negotiations with investment banking groups. The contract will commence on the date of award and will be for a period of 12 consecutive months. The Township may award one or multiple vendors under this contract, and the award will be based on the vendor(s) considered most advantageous to the Township. Some key requirements for the vendor include: • Names and roles of individual(s) who will be assigned to perform the tasks and a description of their professional experience • Professional licenses and/or certifications held by the individual(s) to be assigned to the work required • Educational background and experience of the individual(s) to be assigned to the work required • List of Professional References and Records of Success • Description of the support staff available to the individual(s) to be assigned The vendor must also comply with various regulations, including affirmative action and equal employment opportunity requirements, and must provide certain documents, such as a price certification, corporate resolution, and non-collusion affidavit.