OCIA: Underwriter Consulting Services

The Ocean County Improvement Authority (OCIA) is seeking qualified firms to join an underwriting pool that will provide investment‑banking and underwriting services for bonds, notes, and other financing obligations the Authority may issue during a one‑year contract (Feb 1 2027 – Jan 31 2028). Selection into the pool does not guarantee work; OCIA will award project‑specific contracts to firms in the pool on a case‑by‑case basis. Services include market analysis, financing structure design, pricing, marketing, investor outreach, due‑diligence, coordination with municipal advisors and legal counsel, and post‑sale reporting. Vendors must have at least two years of relevant experience, demonstrate financial capacity for underwriting commitments, and comply with extensive insurance, certification, and equal‑employment requirements. Proposals are electronic only and must be submitted by 4:00 PM on November 10 2026. • Contract term: Feb 1 2027 – Jan 31 2028 (12 months) • Scope: underwriting advisory, financing structuring, pricing, marketing, investor relations, due‑diligence, documentation support • Minimum experience: 2 years in underwriting/municipal finance • Submission: electronic via DocuSign, one proposal per vendor, deadline 11/10/2026 4 PM • Evaluation criteria: qualifications (30%), experience/references (30%), understanding of scope (20%), proximity to OCIA (10%), completeness (10%) • Award: within 60 days of receipt; contracts awarded on a project‑specific basis from the qualified pool.