FINANCIAL SERVICES RETIREMENT PLANNING

Please see attachment

Project Details

• Reference ID: PROPOSAL-2026-178
• Department: FINANCE
• Department Head: DOROTHY GALLAGHER (CFO)

Evaluation Criteria

• SUBMISSION REQUIREMENTS —
  • Names and roles of individual(s) who will be assigned to perform the tasks and a description of their professional experience with Township of Toms River and/or experience with other municipalities and project similar to the matter being advertised.
  • Professional licenses and/or certifications held by the individual(s) to be assigned to the work required.
  • Educational background and experience of the individual(s) to be assigned to the work required.
  • List of Professional References and Records of Success, including addresses and telephone contact numbers.
  • Description of the support staff available to the individual(s) to be assigned.
• INSTRUCTIONS FOR E-PROCUREMENT —

  The Township is accepting electronic submissions with OPENGOV by following these instructions:

  Sign up for a FREE account at https://procurement.opengov.com/portal/tomsrivertownship

  Click on the solicitation of interest, then click "Draft Response".

  Follow the instructions to submit the electronic proposal.

  NOTE: The Township's electronic submission system will not allow electronic proposals to be submitted once the deadline has passed, even if you've already started the process. The deadline is based on the countdown timer found on the OPENGOV proposal submission page.

• AFFIRMATIVE ACTION/EEO —

  Each contractor shall submit to the public agency, after notification of award but prior to execution of a goods and services contract, one of the following three documents:

  1. A Letter of Federal Approval indicating that the vendor is under an existing federally approved or sanctioned affirmative action program. A copy of the approval letter shall be provided by the vendor to the Public Agency and the Division. This approval letter is valid for one year from the date of issuance.
  2. A Certificate of Employee Information Report (hereafter “Certificate”), issued in accordance with N.J.A.C.17:27 et seq. The vendor shall provide a copy of the Certificate to the Public Agency as evidence of its compliance with the regulations. The Certificate represents the review and approval of the vendor’s Employee Information Report, Form AA-302 by the Division.
  3. The successful bidder shall complete an Initial Employee Report, Form AA-302 and submit it to the Division with a check or money order for $150.00 made payable to “Treasurer, State of NJ” and forward a copy of the Form to the Public Agency. Upon submission and review by the Division, the Report shall constitute evidence of compliance with the regulations.
• FORM OF CONTRACT —

  It is understood that the specifications, submittal and the resolution adopted by the Toms River Township Council accepting the proposal, shall collectively constitute a binding contract between the Township and the successful proposer.

  Government entities are not private business/consumer clients; therefore, separate company agreements are not honored unless they are submitted with the proposal and approved by the Township Attorney. Terms of the specifications prevail unless otherwise noted by the vendor as exceptions.

• SCOPE OF WORK —

  Please see Attachments

• AWARD OF CONTRACT/INTERPRETATIONS —

  Pursuant to N.J.A.C. 5:30-5.1 et seq, any contract resulting from this proposal shall be subject to the availability of funds annually.

  The Township shall award a contract to the vendor(s) that best meet the needs and interests of the Township. 

  The Township reserves the right to reject any or all proposals in accordance with N.J.S.A. 40A:11-13.2, or to waive any informalities and non-material defects in the proposals and to accept any proposal deemed in the best interest of the Township.

  It is to be understood by the proposer that their proposal is submitted on the basis of specifications prepared by the Township and the fact that any proposer is not familiar with these specifications or conditions will not be accepted as an excuse.

  The award of contract shall not be made unless the necessary funds have been certified by the Township Chief Financial Officer (CFO), in a lawful manner.

• STATEMENT OF OWNERSHIP DISCLOSURE —

  Pursuant to N.J.S.A. 52:25-24.2, no corporation or partnership shall be awarded any contract nor shall any agreement be entered into for the performance of any work or the furnishing of any materials or supplies, the cost of which is to be paid with or out of any public funds, by the State, or any county, municipality or school district, or any subsidiary or agency of the State, or of any county, municipality or school district, or by any authority, board, or commission which exercises governmental functions, unless prior to the receipt of the bid or accompanying the bid, of said corporation or said partnership, there is submitted a statement setting forth the names and addresses of all stockholders in the corporation or partnership who own 10% or more of its stock, of any class or of all individual partners in the partnership who own a 10% or greater interest therein, as the case may be. If one or more such stockholder or partner is itself a corporation or partnership, the stockholders holding 10% or more of that corporation's stock, or the individual partners owning 10% or greater interest in that partnership, as the case may be, shall also be listed. The disclosure shall be continued until names and addresses of every noncorporate stockholder, and individual partner, exceeding the 10% ownership criteria established in this act, has been listed. 

  Non-profit organizations shall provide their name, check the box for non-profit and sign the form. 

• NON-COLLUSION AFFIDAVIT —

  Pursuant to N.J.A.C. 5:37-5.7, to ensure that the bidder has not participated in any collusion, directly or indirectly, with any other bidder or public entity representative, or otherwise taken any action in restraint of free and competitive bidder, all bidders shall properly execute and submit the attached Non-Collusion Affidavit with the bid. The Affidavit required shall be executed on behalf of the applicable person or entity by an authorized officer or representative of the person or entity. Failure to provide same with bid submission shall result in rejection of the bid. 

• INSURANCE REQUIREMENTS —

  All certificates shall be filed with the Division of Purchasing, prior to award.

  All of the vendor's insurance coverages shall contain a clause indemnifying and saving harmless the Township of Toms River, and their agents from any and all liability of whatever nature arising from the work to be performed under the contract, including attorney's fees and costs in connection with the defense of such claims. The Certificate of Insurance furnished by the vendor shall state specifically that the above indemnification is guaranteed by the policy. Such statement, if not included in the body of the policy, shall be typed on the face or back of the certificate.

  The vendor shall maintain all coverages submitted prior to award of contract for the whole duration. The Certificate of Insurance shall name the Township the Certificate Holder and as an additional insured on a primary and non-contributory basis. 

  MINIMUM REQUIREMENTS TO BE CARRIED BY THE VENDOR:

  Comprehensive General Liability: Limits shall be a minimum of $1,000,000.00 bodily injury and property damage, per occurrence/$2,000,000.00 aggregate.

  Comprehensive Automobile Liability: Limits shall be a minimum of $1,000,000.00 bodily injury and property damage, per occurrence/$2,000,000.00 aggregate. The Certificate shall cover (a) Hired Vehicles and (b) Non-owned Vehicles.

  Professional Liability: Limits shall be a minimum of $1,000,000.00 bodily injury and property damage, per occurrence/$2,000,000.00 aggregate.

  Worker's Compensation & Employer's Liability: The vendor shall carry adequate worker's compensation insurance for all employees employed in connection with the work and any work in sublet. The vendor shall require each subcontractor to provide the same for their employees, unless such employees are covered by the protection afforded by the vendor's insurance. 

  Coverage A shall be New Jersey Statutory

  Coverage B (Employer's Liability) shall be unlimited as per New Jersey Workmen's Compensation Law

• RUSSIA-BELARUS DISCLOSURE —

  Pursuant to N.J.S.A. 52:32-60.1, the “person or entity” (as defined in N.J.S.A. 52:32-60.1, et seq) seeking to enter into or renew a contract for the provision of goods or services or the purchase of bonds or other obligations shall certify that it is not “engaging in prohibited activities in Russia or Belarus” (as such term is defined in as defined in N.J.S.A. 52:32-60.1, et seq. If the person or entity is unable to certify, the person or entity shall provide a detailed and precise description of such activities. The N.J.S.A. 52:32-60.1 certification form must be completed prior to contract award and is provided in the specification documents. 

• TAX EXEMPT —

  The Township is exempt from any local, state or federal sales, use or excise tax.  The Township will not pay for N.J. State Sales and Use Tax that are included in any invoices.  Exemption Certificates shall be furnished by the Division of Purchasing, upon request.

• IRAN DISCLOSURE —

  Pursuant to N.J.S.A. 52:32-58, the proposer must certify that neither the proposer, nor one of its parents, subsidiaries, and/or affiliates (as defined in N.J.S.A. 52:32-56(e)(3)), is listed on the Department of the Treasury's List of Persons or Entities Engaging in Prohibited Investment Activities in Iran and that neither is involved in any of the investment activities set forth in N.J.S.A. 52:32-56(f).  If the proposer is unable to so certify, the proposer shall provide a detailed and precise description of such activities.  Prior to contract award or authorization, the contractor shall provide the Contracting Agency with a completed Certification on Non-Involvement in Prohibited Activities in Iran.

• PAYMENT —

  Payment shall be made after a properly executed Purchase Order and invoice have been received. All payments shall be placed on the bill list and publicly approved monthly by the Township Council at regular Township Council meetings.  All payment vouchers/invoices approved at each meeting are paid by checks, which are mailed the Thursday or Friday directly after the meeting. Under no circumstances may checks be picked up by the vendor/contractor.

  In order for a payment voucher to be placed on said meetings for approval, they must be submitted fully executed by the vendor/contractor to the appropriate Township department, be signed by all the appropriate Township officials and be presented to the Finance Office no later than 4:30p.m., twelve (12) calendar days immediately prior to the actual meeting.  

  This means that the Township cannot process payment without the certification on the payment voucher that the goods have been received or the services performed.  Further, the Township will not accept any delivery of goods or services 'C.O.D'.  There are no exceptions to these procedural requirements.

• PAYMENT OF INTEREST —

  Pursuant to N.J.S.A. 40A:11-19.1, a contracting unit shall pay interest on the amount due a business concern pursuant to a properly executed invoice, when required, if the required payment is not made on or before the required payment date. 

  Unless otherwise provided for in the contract, the required payment date shall be sixty (60) calendar days from the date specified in the contract or if no required payment is specified in the contract, then the required payment date shall be sixty (60) calendar days from the receipt of a properly executed invoice, or sixty (60) days from the receipt of goods or services, whichever is later. Interest shall not be paid unless goods and services are rendered.

• BUSINESS REGISTRATION CERTIFICATE —

  While the inclusion of a copy of a Business Registration Certificate is not mandatory with the bid submission, all contractors and subcontractors are required to have obtained the Business Registration Certificate prior to the award of contract, pursuant to P.L. 2004, c.57-N.J.S.A. 52:32-44 et seq., as amended by P.L. 2009, c.315 effective January 18, 2010. 

  Failure to have obtained the Business Registration Certificate from the State of New Jersey, Department of the Treasury, Division of Revenue under this act, prior to award of contract is a material defect and is not curable.

  The Township will require a copy of the Business Registration Certificate from the successful bidder and any applicable subcontractors, prior to the time a contract, purchase order or other contracting document is awarded.

• PUBLIC EMERGENCY —

  In the event of a Public Emergency declared at the Local, State or Federal level, the Township shall have the option to extend the contract, with same terms and conditions, for the goods or services within this contract. If the awarded vendor does not agree to provide the goods or services during this time, the Township shall have the option to purchase from any bidder on this contract.

• COMPLETION OF DOCUMENTATION —

  Proposers shall complete all documents and acknowledge all terms included with this proposal package.  All documents should be from this proposal package and must not be dated or executed prior to the date of advertising.  Failure to follow these instructions is cause for rejection.

• AMERICANS WITH DISABILITIES ACT —

  The Contractor and the Township do hereby agree that the provisions of title II of the Americans with Disabilities Act of 1990 (the "Act") (42 U.S.C. 12101 et seq.), which prohibits discrimination on the basis of disability by public entities in all services, programs and activities provided or made available by public entities, and the rules and regulations promulgated pursuant thereunto, are made a part of this contract. In providing any aid, benefit, or service on behalf of the Township pursuant to this contract, the Contractor agrees that the performance shall be in strict compliance with the Act. In the event that the contractor, its agents, servants, employees, or subcontractors violate or are alleged to have violated the Act during the performance of this contract, the Contractor shall defend the Township in any action or administrative proceeding commenced pursuant to this Act. The Contractor shall indemnify, protect and save harmless the Township, its agents, servants and employees from and against any and all suits, claims, losses, demands, or damages of whatever kind or nature arising out of or claimed to arise out of the alleged violation. The Contractor shall, at its own expense, appear, defend and pay any and all charges for legal services and any and all costs and other expenses arising from such action or administrative proceeding or incurred in connection therewith. In any and all complaints brought pursuant to the Township's grievance procedure, the Contractor agrees to abide by any decision of the Township which is rendered pursuant to said grievance procedure. If any action or administrative proceeding results in an award of damages against the Township or if the Township incurs any expense to cure a violation of the ADA which has been brought pursuant to its grievance procedure, the Contractor shall satisfy and discharge the same at its own expense.

  The Township shall, as soon as practicable after a claim has been made against it, give written notice thereof to the Contractor along with full and complete particulars of the claim. If any action or administrative proceeding is brought against the Township or any of its agents, servants and employees, the Township shall expeditiously forward or have forwarded to the Contractor every demand, complaint, notice, summons, pleading, or other process received by the Township or its representatives.

  It is expressly agreed and understood that any approval by the Township of the services provided by the Contractor pursuant to this contract will not relieve the Contractor of the obligation to comply with the Act and to defend, indemnify, protect and save harmless the Township pursuant to this paragraph.

  It is further agreed and understood that the Township assumes no obligation to indemnify or save harmless the Contractor, its agents, servants, employees and subcontractors for any claim which may arise out of their performance of this Agreement. Furthermore, the Contractor expressly understands and agrees that the provision of this indemnification clause shall in no way limit the Contractor's obligations assumed in this Agreement, nor shall they be construed to relieve the Contractor from any liability, nor preclude the Township from taking any other actions available to it under any other provisions of this Agreement or otherwise at law.

• ANTI-DISCRIMINATION —

  Pursuant to N.J.S.A. 10:2-1, if awarded a contract, the contractor agrees that:

  1. In the hiring of persons for the performance of work under this contract or any subcontract hereunder, or for the procurement, manufacture, assembling or furnishing of any such materials, equipment, supplies or services to be acquired under this contract, no contractor, nor any person acting on behalf of such contractor or subcontractor, shall, by reason of race, creed, color, national origin, ancestry, marital status, gender identity or expression, affectional or sexual orientation or sex, discriminate against any person who is qualified and available to perform the work to which the employment relates;
  2. No contractor, subcontractor, nor any person on his behalf shall, in any manner, discriminate against or intimidate any employee engaged in the performance of work under this contract or any subcontract hereunder, or engaged in the procurement, manufacture, assembling or furnishing of any such materials, equipment, supplies or services to be acquired under such contract, on account of race, creed, color, national origin, ancestry, marital status, gender identity or expression, affectional or sexual orientation or sex;
  3. There shall be deducted from the amount payable to the contractor by the contracting public agency, under this contract, a penalty of $50.00 for each person for each calendar day during which such person is discriminated against or intimidated in violation of the provisions of the contract; and
  4. This contract shall be canceled or terminated by the contracting public agency, and all money due or to become due hereunder shall be forfeited, for any violation of this section of the contract occurring after notice to the contractor from the contracting public agency of any prior violation of this section of the contract.

  No provision in this section shall be construed to prevent a board of education from designating that a contract, subcontract or other means of procurement of goods, services, equipment or construction shall be awarded to a small business enterprise, minority business enterprise or a women's business enterprise pursuant to P.L.1985, c.490 (C.18A:18A-51 et seq.).

• PAY TO PLAY/ANNUAL POLITICAL CONTRIBUTION DISCLOSURE REQUIREMENT —

  Any business entity making a contribution of money or any other thing of value, including an in-kind contribution, or pledge to make a contribution of any kind to a candidate for or the holder of any public office having ultimate responsibility for the awarding of public contracts, or to a political party committee, legislative leadership committee, political committee or continuing political committee, which has received in any calendar year $50,000 or more in the aggregate through agreements or contracts with a public entity, shall file an annual disclosure statement with the New Jersey Election Law Enforcement Commission setting forth all such contributions made by the business entity during the twelve (12) months prior to the reporting deadline, as required by N.J.S.A. 19:44A-20.27.

Submission Requirements

• PRICE CERTIFICATION (required) —

  PLEASE DOWNLOAD THE BELOW DOCUMENT, COMPLETE AND UPLOAD.

  NOTE: THIS IS MANDATORY; FAILURE TO SIGN SHALL BE CAUSE FOR REJECTION

• CORPORATE RESOLUTION —

  PLEASE DOWNLOAD THE BELOW DOCUMENT, COMPLETE AND UPLOAD.

  NOTE:  THIS IS MANDATORY

• MANDATORY AFFIRMATIVE ACTION (required) —

  PLEASE DOWNLOAD THE BELOW DOCUMENT, COMPLETE AND UPLOAD. 

  NOTE:  THIS IS MANDATORY

• STATEMENT OF OWNERSHIP (required) —

  PLEASE DOWNLOAD THE BELOW DOCUMENT, COMPLETE AND UPLOAD. 

  NOTE:  THIS IS MANDATORY

• NON-COLLUSION AFFIDAVIT (required) —

  PLEASE DOWNLOAD THE BELOW DOCUMENTS, COMPLETE AND UPLOAD.

  NOTE:  THIS IS MANDATORY

• EXCEPTIONS SHEET (required) —

  PLEASE DOWNLOAD THE BELOW DOCUMENT, COMPLETE AND UPLOAD. 

  NOTE: THIS IS MANDATORY; PLEASE LIST ANY EQUIVALENT PRODUCTS HERE OR CHECK "NO EXCEPTIONS"

• PAY-TO-PLAY DOCUMENTATION —

  PLEASE DOWNLOAD THE BELOW DOCUMENT, COMPLETE AND UPLOAD.

• IRAN DISCLOSURE —

  PLEASE DOWNLOAD THE BELOW DOCUMENT, COMPLETE AND UPLOAD.

  NOTE:  THIS IS REQUIRED PRIOR TO AWARD OF CONTRACT, BUT BIDDERS ARE STRONGLY URGED TO INCLUDE WITH THEIR BID SUBMISSION

• RUSSIA OR BELARUS —

  PLEASE DOWNLOAD THE BELOW DOCUMENT, COMPLETE AND UPLOAD.

  NOTE: THIS IS REQUIRED PRIOR TO AWARD OF CONTRACT, BUT BIDDERS ARE STRONGLY URGED TO INCLUDE WITH THEIR BID SUBMISSION

• ADA COMPLIANCE —

  PLEASE DOWNLOAD THE BELOW DOCUMENT, COMPLETE AND UPLOAD. 

  NOTE:  THIS IS REQUIRED PRIOR TO AWARD OF CONTRACT, BUT BIDDERS ARE STRONGLY URGED TO INCLUDE WITH THEIR BID SUBMISSION

• BUSINESS REGISTRATION CERTIFICATE —

  PLEASE UPLOAD A COPY OF YOUR BUSINESS REGISTRATION CERTIFICATE. NOTE: APPLICATION MUST BE DONE BY BID OPENING.

  NOTE:  THIS IS REQUIRED PRIOR TO AWARD OF CONTRACT, BUT BIDDERS ARE STRONGLY URGED TO INCLUDE WITH THEIR BID SUBMISSION

• W-9 —

  PLEASE UPLOAD A COPY OF YOUR W-9.

  NOTE: THIS IS REQUIRED PRIOR TO AWARD OF CONTRACT, BUT BIDDERS ARE STRONGLY URGED TO INCLUDE WITH THEIR BID SUBMISSION

• CERTIFICATE OF INSURANCE —

  PLEASE UPLOAD A COPY OF YOUR CERTIFICATE NAMING THE TOWNSHIP AS THE CERTIFICATE HOLDER AND AS AN ADDITIONAL INSURED ON A PRIMARY AND NON-CONTRIBUTORY BASIS. 

  NOTE: THIS IS REQUIRED PRIOR TO AWARD OF CONTRACT, BUT BIDDERS ARE STRONGLY URGED TO INCLUDE WITH THEIR BID SUBMISSION

• AFFIRMATIVE ACTION/AA302/EMPLOYEE INFORMATION REPORT —

  PLEASE UPLOAD YOUR AA302 AND COPY OF THE CHECK OR EMPLOYEE INFORMATION REPORT CERTIFICATE. 

  NOTE:  THIS IS REQUIRED PRIOR TO AWARD OF CONTRACT, BUT BIDDERS ARE STRONGLY URGED TO INCLUDE WITH THEIR BID SUBMISSION; AN AA302 SHALL ONLY BE ACCEPTED IF THE VENDOR HAS NEVER BEEN AWARDED A CONTRACT WITH THE TOWNSHIP.

• ADDITIONAL DOCUMENTATION —

  PLEASE UPLOAD ANY ADDITIONAL DOCUMENTATION HERE. 

  NOTE: THIS IS NOT REQUIRED