New Jersey Cherry Hill Civic Plus #2024-12-56

This award covers professional Municipal Advisor services for Cherry Hill Township, NJ, for the 2025 calendar year. - Government Buyer: - Township of Cherry Hill, NJ, including all departments and affiliated agencies (such as the Cherry Hill Public Library) - Awarded Vendor: - Acacia Financial Group, Inc. (Mount Laurel, NJ) - Services Requested: - Comprehensive municipal debt advisory services - Planning and structuring of all types of municipal debt (bonds, notes, refinancing, etc.) - Financial analysis and development of financing alternatives - Legal review and compliance with SEC and MSRB regulations - Cash flow analysis and rating agency presentations - Negotiations with bond insurers and underwriters - Management of the sale and closing process for debt instruments - Acting as Dissemination Agent for annual continuing disclosure compliance - Unique/Notable Requirements: - Vendor must be registered with the SEC and MSRB - Compliance with MSRB Rules G-1, G-2, G-3, G-23, G-37, G-42, G-44, and D-13 - At least one individual must have passed the MSRB Series 50 exam - Services cover all Township departments and affiliated agencies - No OEMs or specific products/part numbers are referenced, as this is a professional services contract

Cherry Hill Township is seeking a qualified Municipal Advisor to provide professional financial advisory services for the calendar year 2025. The advisor will assist with compliance and development of financing alternatives related to any issuance of debt, including bonds, notes, refunding, refinancing, and other municipal obligations. The role includes serving as the Township's consultant on debt financing projects, providing independent financial advice, managing the note and bond financing process, negotiating key points to meet Township objectives, and acting as Dissemination Agent for annual continuing disclosure compliance. Applicants must be registered Municipal Advisors with the SEC and MSRB and comply with relevant MSRB rules.