Opportunity
New Jersey Cherry Hill Civic Plus #2023-1-29
Award of Municipal Advisor (Financial) Services for Cherry Hill Township, NJ
November 11, 2022
December 06, 2022
2023-1-29
523930
Cherry Hill Township, NJ has awarded a contract for professional municipal advisor (financial) services for the calendar year. - Government Buyer: - Township of Cherry Hill, Purchasing Department - Office: Municipal Building, 820 Mercer Street, Cherry Hill, NJ - Awarded Vendor/OEM: - Acacia Financial Group, Inc. (Mount Laurel, NJ) - Services Requested: - Municipal advisor (financial) services for all past, present, and future debt issuances - Assistance with compliance and development of financing alternatives for bonds, notes, and other municipal obligations - Independent financial advice and management of the bond financing process - Negotiation of key financing points - Acting as Dissemination Agent for annual continuing disclosure compliance - Notable Requirements: - Evidence of registration as a Municipal Advisor - Compliance with MSRB Rules G-1, G-2, G-3, G-42, and D-13 - At least one individual must have passed the MSRB’s Series 50 Municipal Advisor Representative Qualification Examination - Adherence to Cherry Hill Township's pay-to-play and transparency ordinances - No specific products, part numbers, or purchase quantities are associated as this is a professional services contract
Description
Cherry Hill Township is seeking a Municipal Advisor to provide independent financial advice and assist with compliance and development of financing alternatives related to any issuance of debt, including bonds, notes, refunding, refinancing, and other municipal obligations. The advisor will also serve as Dissemination Agent responsible for annual continuing disclosure compliance services. The contract is for the calendar year 2023 and requires evidence of registration as a Municipal Advisor and compliance with MSRB rules.