Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, October 28 at 2:00 PM ET

Register Free →

Financial Advisor

Active
PRO27011State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

Show more

The Township of North Brunswick is seeking a professional Financial Advisor under solicitation PRO27011 to provide expert financial services for the upcoming calendar year. This procurement is conducted as an extraordinary unspecifiable service in accordance with N.J.S.A. 40A:11-4.1a, utilizing a fair and open competitive process. Proposals will be evaluated by a Township Evaluation Committee based on a weighted scoring system totaling 100 points, considering factors such as professional experience, reputation, subject matter knowledge, and availability. The selected advisor will perform services at the request of the Chief Financial Officer and will be compensated via a blended hourly rate, with invoices submitted monthly. The submission deadline is November 13, 2026, at 4:00 PM, with a potential contract award date of January 4, 2027. Applicants must submit their proposals online and include mandatory documentation, including a statement of ownership, resumes of key employees, a narrative statement of understanding, and certifications regarding prohibited activities in Russia, Belarus, and Iran. The contract mandates strict adherence to New Jersey state laws, including the New Jersey Prevailing Wage Act, the Worker and Community Right to Know Law for chemical labeling, and the Americans with Disabilities Act. Additionally, the contractor must comply with federal HIPAA regulations and provide affirmative action certifications, such as the AA-302 report, following the award.

General Info

North Brunswick seeks a professional Financial Advisor through a competitive bidding process.

Place of Performance

NJ, USA

Set-Aside

NONE

Documents

2

Mandatory Equal Employment Opportunity Language - NJ

PDF, High priority: read this first7 pages · mandatory-equal-employment-opportunity-language
High

Township of North Brunswick - Financial Advisor (PRO27011)

PDF, High priority: read this first33 pages · rfp
High

AI Contract Breakdown

Uniform Contract Format

Sign up to view the full breakdown with detailed analysis of each section.

Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyNew Jersey → Finance
Contacts1 person available
OfficeNorth Brunswick, NJ, 08902, USA
Organization / AgencyNew Jersey → Finance
Office AddressNorth Brunswick, NJ, 08902, USA
Contacts
Emma Von ThunPurchasing Agent

Full Description

Show more
For the upcoming calendar year it is necessary for the Township of North Brunswick to engage legal, financial, consulting, environmental and engineering professionals and to engage the services of appraisers for tax assessments as an extraordinary unspecifiable service. Services shall be procured in formal manner under N.J.S.A. 40A:11-4.1a et under both a fair and open and competitive process to assure that each person and/or firm is provided an equal opportunity to submit a proposal. All of the proposal documents for the aforesaid professional services shall be prepared and published in accordance with N.J.S.A. 19:44A-20.1 et seq. and all such proposals shall be evaluated on the basis of the most advantageous, all factors considered, including, but not limited to: (1) experience and reputation in the profession; (2) knowledge of the subject matter to be addressed under contract; (3) availability to accommodate any required meetings of the Township; (4) and any other factors if demonstrated to be in the best interest of the Township.

Similar Contracts

Same NAICS industry code

NAICS: 523940
New
SLED
SNOC26271023 - RFP - Investment Services
Solicitation # SNOC26271023
Snow College is soliciting proposals under solicitation number SNOC26271023 to engage a qualified financial institution for the investment, management, and custodial services of its Endowment and Foundation investment funds, currently valued at approximately 34 million dollars. The selected vendor will provide full-time, non-discretionary advisory services, which include developing and implementing investment strategies, providing breakeven analysis for security replacements, and delivering regular performance reports in compliance with GAAP and GASB fair-value reporting standards. The advisor is expected to meet with college administration and boards at least twice per year and must ensure all activities comply with federal laws, State of Utah regulations, and the policies of the Utah Board of Higher Education. The contract will be awarded based on the optimum value provided to the college. Evaluation focuses on research and investment decision-making processes, with vendors requiring a minimum score of 96 out of 160 points in the initial scope of work evaluation to qualify for an interview. Proposals must be submitted via the U3P portal by November 13, 2026, and must include a separate, sealed cost proposal to avoid disqualification. Required contractor obligations include maintaining commercial general liability, professional liability, and workers compensation insurance, as well as providing performance and payment bonds if project amounts exceed 50,000 dollars or prepayment terms exceed 5,000 dollars. As a governmental entity under the Governmental Immunity Act of Utah, Snow College requires strict adherence to non-discrimination laws and federal civil rights acts.
Utah

POSTED

7 days ago

DEADLINE

in 22 days
View Details
NAICS: 523940
SLED
RFP# 11-27, 403(b) Investment & Advisory Services
Solicitation # 11-27
The Lafayette Parish School System is soliciting proposals under RFP# 11-27 for a qualified investment consulting and advisory firm to serve as the Investment Advisor for its 403(b) Defined Contribution Plan. The plan currently manages approximately 28 million dollars in assets for roughly 1,320 participants. The primary objectives of this engagement are to reduce member costs, streamline operations by consolidating over 18 million dollars in legacy assets, and implement a comprehensive member education strategy. The selected advisor must act as an express ERISA fiduciary, either as a 3(21) non-discretionary co-fiduciary or a 3(38) discretionary investment manager, and ensure compliance with IRS 403(b) regulations, SECURE 2.0 updates, and state public school retirement mandates. The contract is intended for an initial five-year term with options for one-year renewals. Compensation will be based on asset thresholds, requiring a flat annual fee for assets up to 15 million dollars and either a flat or asset-based fee for assets between 15 million and 30 million dollars; third-party compensation such as commissions or 12b-1 fees is strictly prohibited. Proposals must be submitted electronically via Beacon Bid and in six physical copies by November 17, 2026, at 2 PM CST. To ensure a blind review, all submissions must be strictly anonymized, omitting all firm names and logos. Evaluation is based on a 170-point scale, with the highest weight placed on fiduciary status and compensation. Finalists must present in person to the Board Insurance Committee to avoid automatic disqualification, with the final contract award scheduled for December 10, 2026.
Lafayette Parish School System

POSTED

10 days ago

DEADLINE

in 26 days
View Details
NAICS: 523940
SLED
Request for Proposals for Financial Advisory Services
Solicitation # 39266
The Town of Eastford, Connecticut, is soliciting sealed proposals from qualified firms to provide Independent Municipal Financial Advisory Services. The selected firm will support the Town's debt management and long-term fiscal strategy, with a scope of work that includes advising on the issuance and management of municipal debt for infrastructure and public facilities, assisting with long-term loans, providing analytical support, and conducting pre-audit reviews. The advisor is expected to attend Board of Selectmen or Town Meeting sessions and must operate in accordance with MSRB Rule G-23, Connecticut statutes, and industry best practices. Proposals must be sealed, marked as EASTFORD FINANCIAL ADVISORY SUBMISSION, and submitted to the Office of the First Selectman by 12:00 pm on October 21, 2026, with the contract award scheduled for November 9, 2026. The Town intends to establish a multi-year agreement with optional renewal periods, subject to annual appropriation. Evaluation will be based on firm and personnel qualifications, experience, proposal clarity, understanding of Eastford's needs, references, fee structure, and legal disclosures. Required certifications include SEC and MSRB registration, a statement of independence, and disclosures regarding regulatory actions or conflicts of interest within the last three years. The selected firm must maintain significant insurance coverages, including 3 million dollars per claim for Professional Liability and 1 million dollars per occurrence for General Liability, naming the Town of Eastford as an additional insured. Services cannot commence until all insurance documents are approved and written authorization is issued.
DAS Procurement

POSTED

20 days ago

DEADLINE

in about 2 hours
View Details
NAICS: 523940
SLED
Uniformed Retirement System - Investment Consulting Services
Solicitation # CES100001123
Fairfax County is seeking proposals for a non-discretionary investment consulting firm to provide comprehensive advisory services for the Uniformed Retirement System (URS), which manages approximately 2.5 billion dollars across public and private markets. The selected consultant will support the URS Board of Trustees and Staff in areas including strategic asset allocation, the development and updating of the Investment Policy Statement, manager research and selection, risk analytics, and performance reporting. Key deliverables include monthly flash, quarterly, and annual performance reports aligned with Global Investment Performance Standards, as well as the oversight of private market pacing plans and commitments. The Chief Investment Officer will serve as the primary point of contact for the consultant. Proposals must be submitted electronically via the Euna Bonfire portal by November 2, 2026. The evaluation process consists of a preliminary review, potential oral presentations for high-rated offerors, and a final selection based on the best overall proposal. Award criteria are weighted toward the technical narrative at 50 percent, the statement of qualifications at 30 percent, and the reasonableness of the fee proposal at 20 percent. Offerors are required to propose a single, all-inclusive annual fee for an initial three-year term with two optional extension years. Compliance requirements include maintaining statutory workers compensation and employer liability insurance of at least 1 million dollars and adhering to strict cybersecurity, HIPAA, and ADA standards. Payment is subject to appropriations by the Fairfax County Board of Supervisors, with invoices submitted quarterly and paid within 30 days of receipt. Required submission documents include a technical narrative and several certifications regarding business classification, ethics in public contracting, and debarment status.
Fairfax County

POSTED

21 days ago

DEADLINE

in 11 days
View Details
NAICS: 523940
SLED
Investment Advisory Services
Solicitation # K001653
The Foothill/Eastern and San Joaquin Hills Transportation Corridor Agencies are seeking a qualified firm to provide non-discretionary Investment Advisory Services for their fixed income portfolios. The scope of work includes investment advisory, trade execution, reporting, accounting, compliance, and back-office administrative services. The selected advisor will be responsible for implementing a strategic, actively managed approach to optimize duration and yield curve value while adhering to the California Government Code, Agency investment policies, bond indentures, and cash flow requirements. Key deliverables include daily and weekly communication with the finance team, as well as quarterly committee and annual Board of Directors presentations. The contract is structured as a five-year base term with options for two 2-year terms and one 1-year term, for a potential total duration of ten years. Compensation is based on an Assets Under Management fee schedule to be proposed by the offeror. Proposals must be submitted electronically via PlanetBids by November 9, 2026, and are limited to 75 pages. Evaluation will be based on the proposed management approach, with the agency ranking responsive proposals to negotiate with the highest-ranked firm. Mandatory requirements include registration with the Securities and Exchange Commission under the Investment Advisors Act of 1940 and the provision of specific insurance coverages.
Contracts Department of Transportation Corridor Agencies

POSTED

25 days ago

DEADLINE

in 18 days
View Details

More opportunities from New Jersey → Finance

Same awarding agency

NAICS: 531320
New
SLED
Appraisal Services
Solicitation # PRO27013
The Township of North Brunswick is soliciting proposals under solicitation number PRO27013 for professional appraisal services for the 2027 calendar year. This procurement is conducted as an extraordinary unspecifiable service in accordance with N.J.S.A. 40A:11-4.1a and N.J.A.C 5:34-4.1 et seq. to ensure a fair and open competitive process. The contract has a total authorization not to exceed 25,000.00 dollars for the year, with a potential award date of January 4, 2027. Services will be billed at hourly rates of 110 dollars for principal appraisal consultants and 85 dollars for senior appraisal consultants, with point-to-point travel reimbursed at the IRS standard mileage rate, capped at 50 dollars per round trip. Proposals are due by November 13, 2026, at 11:00 am and must be submitted exclusively through the Township's online portal. Evaluation is based on a weighted scoring system out of 100 points, considering experience, reputation, subject matter knowledge, and availability. Mandatory submission requirements include a Statement of Ownership and evidence of affirmative action compliance via Form AA-302. The selected contractor must adhere to various legal standards, including the New Jersey Prevailing Wage Act, the Americans with Disabilities Act, HIPAA regulations, and the N.J. Worker and Community Right to Know Law for chemical labeling. All transportation charges must be fully prepaid by the contractor on an F.O.B. destination basis.
Offices of Real Estate Appraisers

POSTED

1 day ago

DEADLINE

in 22 days
View Details

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Miguel
Hillary
Keith Deutsch
Christine

Join 750+ contractors already using CLEATUS