CY 2027 Financial Advisory Services

Stafford Township is seeking professional financial services for calendar year 2027, including financial advisory support and proposal fee schedules for bond and note issuance.

Stafford Township


General
Open (open)
CY2027 RFP
Oct 20, 2026 06:00 PM
Sep 18, 2026 02:00 PM
1 year
Request for Proposal (RFP)
Local
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Original Solicitation Links
Submission Instructions
Description

Stafford Township is soliciting proposals for designated professional financial services for calendar year 2027. The scope requires proposers to identify the positions and assigned personnel, describe professional experience, licenses, educational background, support staff, ability to perform timely work, references, potential conflicts of interest, affirmative-action information, and detailed hourly rates for all potentially assigned staff and additional services. The proposal must include the completed bid table, including a proposal fee schedule for the issuance of bonds and notes, along with the required statutory and administrative forms and supporting documentation. The contract period is explicitly stated as January 1, 2027, through December 31, 2027. Multiple vendors may be awarded by item or category.

Classification Codes
NAICS523150Investment Banking and Securities Intermediation
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
financial advisory servicesmunicipal financial servicesbond issuance advisory
Specifications
Service
Timeline
Sep 18, 2026 02:00 PM-Open Date
Oct 15, 2026 07:30 PM-Questions Due Date
Oct 20, 2026-Electronic Proposal Opening (optional)
The public may view the electronic proposal opening in the Mayor/Administrative Conference Room on the second floor; remote access will be provided through a Zoom webinar link posted no later than 48 hours before the opening.
Oct 20, 2026 06:00 PM-Proposal Submission Deadline
Requirements
Required
  • Professional liability
  • Workers' compensation
  • Automotive liability — $1,000,000.00
Required
  • Bid Bond — 10%
  • Performance Bond — 100%
  • Payment Bond — 100%
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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