Ocean County Opengov #314553

Ocean County Improvement Authority seeks as-needed municipal financial advisory services

The Ocean County Improvement Authority is seeking a municipal advisor to support its financing and financial-planning needs. - Government buyer: Ocean County Improvement Authority (OCIA), under the County of Ocean; the notice identifies the Administrator and provides no further sub-agency or office details. - Requested service: As-needed municipal and financial advisory services for debt issuance, financing and refinancing, including notes, bonds, refundings, pooled financing, and lease-purchase financing. - Scope: Help develop financing programs; review applications and financial records; assess project feasibility, creditworthiness, repayment capacity, and security; prepare cash-flow projections, debt-service schedules, analyses, and financial models; and advise on transaction structure, timing, terms, sale methods, and costs. Support also includes credit-rating and regulatory matters, coordination with participating entities and their professional advisors, outreach, financial planning, meetings, and reporting. - Workload and experience: No minimum number of projects, financings, meetings, or billable hours is guaranteed. Firms must have at least two years of relevant experience. - Named organizations: No OEM or advisory-services vendor is identified. OpenGov is named as the procurement portal and DocuSign for forms; neither is identified as a provider of the requested advisory service. - Evaluation: Qualifications (30%), experience and references (30%), understanding and ability to perform (20%), office location (10%), and completeness (10%).

Description

The Ocean County Improvement Authority requests qualifications for municipal advisor and financial advisory services under a one-year contract term, February 1, 2027 through January 31, 2028. Services include advising on debt issuance and financing opportunities; reviewing applications and financial materials; evaluating project feasibility and creditworthiness; preparing financial analyses; and supporting credit ratings, regulatory filings, coordination, meetings, and outreach. Services are provided as needed, with no guaranteed minimum number of projects, financings, meetings, or billable hours. Proposals must be submitted electronically, and the successful vendor must have at least two years of experience providing these services.

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