Financial Advisory Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Date Issued: September 16th, 2026
Question & Answer Cut-Off Date: September 23rd, 2026
Responses to Questions Posted: September 24th, 2026
Statement of Qualifications Due: September 30th, 2026
Anticipated Board Approval of Pool: October 27th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
New Jersey Educational Facilities Authority
DESCRIPTION
A government authority in Princeton, New Jersey is seeking financial advisory services. The selected financial advisor or advisors will become familiar with the Authority’s prior financings, constituent institutions, bond resolutions, and related documents and materials, and will provide advice on financial and related matters on an as-needed basis.
Responsibilities include attending Authority Board meetings, providing market update reports, monitoring market conditions, identifying refunding and refinancing opportunities, and reviewing proposals, analyses, investment products, derivative products, innovative financing structures, and credit enhancement options for investment-grade, non-investment-grade, and unrated credits. The advisor will also review pending and new federal and state legislation and advise on compliance matters, potential issues, and opportunities.
The advisor may be asked to attend or participate in presentations and testimony, assist professionals representing the Authority, advise on the status of the Authority’s bond issues and comparable market conditions, and provide articles or other materials for newsletters, publications, or conferences. Questions must be submitted by September 23, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 30, 2026. Questions must be submitted by September 23, 2026.
- Who issued this RFP?
- It was issued by New Jersey Educational Facilities Authority. The work is located in Princeton, New Jersey, United States.
- Who is a good fit for this opportunity?
- Financial advisory firm with experience supporting public-sector issuers and authorities
- Expertise in municipal bonds, refinancing, refunding opportunities, and credit analysis
- Knowledge of investment products, derivatives, credit enhancement, and innovative financing structures
- Familiarity with federal and state legislation affecting public finance
- Experience attending board meetings and delivering market updates and presentations
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.