Request for proposals for financial advisor services. Proposals are due by July 13, 2026, 4:00 PM EST. Questions must be submitted via email by July 7, 2026, 12:00 PM EST. Responses to questions will be posted by July 9, 2026, 4:00 PM EST. The contract term is one year, with potential for four one-year extensions. Proposals will be evaluated based on weighted criteria including experience, plan, and fee structure. Successful respondent must comply with various New Jersey laws and regulations.
Proposals must be received no later than Monday, July 13, 2026, at 4:00 p. m. est. Statements of qualification for the services the proposals must be received by jcra no later than monday, july 13, 2026, at 4:00 p. m. est the submission date.
The agency will make payment to the company no later than 60 days after receipt of an acceptable invoice and/or voucher. The agency will make payment to company no later than 60 sixty days after receipt of an acceptable invoice andor voucher from company.
Proposals will be evaluated on weighted criteria: respondent's proposals, references and capacity (20%), general experience (30%), financial advisor plan and approach (30%), and fee structure (20%). The proposals will be evaluated on the following weighted criteria, taking into consideration, as may be applicable, specific inquiries as set forth in n. j. a. c. 5: **** weight points proposals, references and capacity of respondent 0 20 general experience of the respondent as applicable to this project 0 30 financial advisor plan and approach 0 30 fee structure 0 20
Respondents must possess professional, financial, and administrative capabilities to provide the proposed services and offer terms and conditions that provide the greatest benefit. The agency intends to qualify persons andor firms that a possesses the professional, financial and administrative capabilities to provide the proposed services, and b the terms and conditions determined by the agency to provide the greatest benefit.
Failure to submit a proposal that completely addresses the requirements, at the times and in the manner specified, may result in rejection. Failure of any respondent to submit a proposal that completely addresses the requirements of this rfp, at the times and in the manner specified in this rfp, may result in the rejection of the proposal in the sole discretion of the jcra.