2027 RFQ - BUDGET CONSULTANT for City Administration.pdf

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MUNICIPAL BUDGET CONSULTANT SERVICES FOR CITY ADMINISTRATION
Solicitation number
147133
Issued by
Essex County, New Jersey

About this file

This is a Request for Qualifications (RFQ) issued by the City of East Orange, Essex County, New Jersey, for Municipal Budget Consultant services for City Administration. The City seeks qualified individuals or firms to provide budget consultation services for the period January 1, 2027 through December 31, 2027. The scope of services includes assisting in the development of the 2027 budget and 2025-2026 budget models, providing support and guidance to the City Administrator, Chief Financial Officer, and Budget Director, meeting with local and state officials and stakeholders regarding new revenue sources and budget restructuring, developing analytical dashboard tools, and preparing reports and analyses as directed by Administration. Key deliverables include reviewing and modifying the 2027 budget, developing new revenue strategies, and preparing in-depth analysis of 2026 and 2027 budgets with recommendations. The RFQ was released on Monday, November 9, 2026, with questions due by Monday, November 30, 2026 at 11:00 AM and qualifications submissions due by Wednesday, December 9, 2026 at 11:00 AM via the electronic PlanetBids procurement portal. The contract term is one year, from January 1, 2027 through December 31, 2027.

The successful respondent must possess a minimum of five years of experience in developing, evaluating, analyzing, and revising budgetary control systems and budget preparation and presentation, with specific knowledge of New Jersey Calendar Year Municipal Budgets and New Jersey Budget Laws and Regulations. Respondents must be either a Registered Municipal Accountant in New Jersey or a Certified Municipal Financial Officer in New Jersey with at least five years of experience. Submissions must include the firm's legal name and address, years in business, resumes of assigned personnel, and contact information for three current municipal budget clients. The City will evaluate proposals based on qualifications of individuals performing services (25 percent), experience and references (25 percent), ability to perform services timely including staffing (25 percent), and cost considerations including hourly rates and not-to-exceed amounts (25 percent). Professional liability insurance with minimum limits of $1,000,000 per claim and $3,000,000 aggregate is required. All submissions must include 19 required documents including non-collusion affidavits, ownership disclosures, EEO/Affirmative Action compliance certifications, business registration certificates, and certifications regarding Iran investment activities and Russia/Belarus involvement. Payment processing occurs on the 1st and 15th of each month, with invoices submitted within 60 days. No minimum payment is guaranteed, and the City reserves the right to cancel any contract with 30 days written notice.

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CITY OF EAST ORANGE

COUNTY OF ESSEX

STATE OF NEW JERSEY

PROFESSIONAL SERVICES SOLICITATION

MUNICIPAL BUDGET CONSULTANT

(for City Administration)

FAIR & OPEN PUBLIC SOLICITATION PROCESS

RFQ’S can be viewed and shall be submitted electronically via Procurement Portal.

https://vendors.planetbids.com/portal/85923/bo/bo-detail/147133

Release of RFQ MONDAY, NOVEMBER 9, 2026

Question Submission Deadline MONDAY, NOVEMBER 30. 2026, 11:00 AM

Submission Due Date WEDNESDAY, DECEMBER 9, 2026, 11:00 AM

Edward Cho, Q.P.A

Purchasing Agent

REQUEST FOR QUALIFICATIONS

MUNICIPAL BUDGET CONSULTANT

(for City Administration)

The City of East Orange is soliciting qualification proposals from interested persons and/or firms for the provision of services of a Municipal Budget Consultant Services for City Administration, as more particularly described herein for financial records of the City of East Orange for the period of January 1, 2027 through

December 31, 2027. Through the Request for Qualifications process described herein, persons and/or firms interested in assisting the City with the provision of such services must prepare and submit their qualification proposal in accordance with the procedure and schedule in this RFQ. The City will review Proposals only from those firms that submit completed packets which include all the information required to be included as described herein (in the sole judgment of the City). The City intends to select person(s) and/or firm(s) that (a) possesses the professional, financial and administrative capabilities to provide the proposed services, and (b) will agree to work under the compensation terms and conditions determined by the City to provide the greatest benefit to the taxpayers of East Orange.

NOTICE: is hereby given that RFQ’s shall be received electronically no later than WEDNESDAY, DECEMBER

9, 2026, 11:00 AM. prevailing local time for the MUNICIPAL BUDGET CONSULTANT SERVICES FOR

CITY ADMINISTRATION FOR THE CITY OF EAST ORANGE.

RFQ’S can be viewed and shall be submitted electronically via Procurement Portal.

ONLY ELECTRONIC PROPOSALS SHALL BE ACCEPTED.

All Professional Service Contractors are required to comply with the requirements of N.J.S.A. 10:5-33 et seq. Affirmative Action, N.J.S.A. 10:5-31 et seq. and N.J.A.C. 17:27 et seq. (Contract Compliance and Equal

Employment Opportunities in Public Contract), N.J.S.A. 52:32-44 (Business Registration of Public Contractors) and N.J.S.A. 52:25-24.2 (Disclosure of Ownership).

Unless otherwise provided, in any supplement to these instructions to consultant, no consultant shall modify, withdraw or cancel the proposal or any part thereof for sixty (60) days after the time designated for the receipt of qualifications for this RFQ. For any questions regarding such, please contact Edward Cho, QPA at

(973) 266-5162.

Edward Cho, Q.P.A

Purchasing Agent

SUBMISSION DOCUMENTS

PUBLIC NOTICE FOR THE SOLICITATION OF PROFESSIONAL SERVICE CONTRACTS

APPOINTMENTS SHALL BE FROM JANUARY 1, 2027, THROUGH DECEMBER 31, 2027

The following is a description of the professional services needed, including, where appropriate, a description of tasks involved:

BUDGET CONSULTANT (for City Administration)

The Budget Consultant must:

Be knowledgeable of modern government budgeting problems, concepts, practices, and methods and their application to specific situations, and of statistical and research theory practices, and procedures;

Possess a minimum of five (5) years of experience in the development, evaluation, analysis, and revision of budgetary control systems and in budget preparation and presentation.

SCOPE OF SERVICES FOR BUDGET CONSULTANT

The City of East Orange seeks Qualification Statements/Proposals from Respondents that have expertise in the provision of services of a Budget Consultant. The services requested include but are not limited to the following:

• Assist the City of East Orange in the development of the 2027 budget, a 2025 and 2026 budget model, and various analytical tools related to the 2027 budget;

• Provide support and guidance to the budget team – specifically, the City Administrator, as well as the Chief Financial Officer (Finance Director) and Budget Director – in order to facilitate coordination among department directors and outside advisors to the City of East Orange, regarding the 2026 and 2027 budgets;

• At the Administration’s direction, to meet with local and state officials – as well as, when deemed appropriate by the City of East Orange, various stakeholders, including organized labor, business groups, and City, County, and State agencies – as an informational resource regarding the advancement of new revenue sources and budget restructuring more broadly;

• To work with the various departments of the City of East Orange in order to develop “dashboard” analytical tools; and, at the direction of the Administration, to provide guidance on management considerations in support of those “dashboards.”

• To prepare reports and analyses as needed and as directed by the Administration.

Deliverables:

Review the 2027 City of East Orange budget and make appropriate modifications;

Develop new revenue strategies for the 2027 budget and report as required; and

Prepare an in-depth analysis of the 2026 and the 2027 budgets, as well as recommendations for the 2027 budget.

The term of the contract between the City of East Orange and the successful Respondent will be one (1) year.

January 1, 2027 – December 31, 2027.

GENERAL CRITERIA

The successful respondent shall have 5 years’ experience with the New Jersey Calendar Year Municipal Budget;

knowledge of New Jersey Budget Laws and Regulations; be a Registered Municipal Accountant in the State of

New Jersey and/or a Certified Municipal Financial Officer in the State of New Jersey with at least 5 years’ experience.

MANDATORY MINIMUM REQUIREMENTS

Having met the previous listed requirements, the following must be included with Respondent proposals:

• Legal name and address of individual or firm name

• Years in business and experience in working on New Jersey calendar year municipal budgets

• Resume of person(s) to be assigned or named City Administration Budget Consultant

• The names and contact information of 3 current calendar year municipal budget clients

INFORMATION FOR PROFESSIONAL SERVICES ENTITIES

(FAIR & OPEN PUBLIC SOLICITATION PROCESS)

1B.1 RECEIPT AND OPENING OF SUBMISSIONS

1B.1.1 OWNER AND PROJECT

The City of East Orange, Essex County, New Jersey (hereinafter called the “OWNER”) invites submissions for the service(s) mentioned in the Public Notice for Solicitation.

1B.1.2 TIME AND PLACE OF SUBMISSION OPENINGS

The City’s Purchasing Agent will receive submissions at the time and place mentioned in the Public Notice for

Solicitation, and at such time and place will be publicly opened and read aloud.

1B.1.3 SUBMISSIONS NOT IN COMPLIANCE

The City of East Orange’s Municipal Council may waive any informality or reject any or all submissions, in accordance with the Fair and Open Public Solicitation Process for Professional Service(s).

1B.1.4 WITHDRAWING SUBMISSIONS

Submissions forwarded to the Division of Procurement before the time of opening of submissions may be withdrawn upon written application of the professional services entity who shall be required to produce evidence showing that they are or they represent the principal or principals involved in the submission. Submissions may not be withdrawn within twenty–four (24) hours of the stipulated time of opening of submissions. Once submissions have been opened, they must remain firm for a period of sixty (60) days.

1B.2 QUALIFICATIONS OF PROFESSIONAL SERVICES ENTITIES

1B.2.1 INDIVIDUALS PERFORMING TASKS

Name and roles of the individuals who will perform the tasks and description of their education and experience similar to the services contained herein.

1B.2.2 PAST PERFORMANCE

Documented past performance of same and/or similar service.

1B.2.3 REFERENCES

References and record of success of same or similar service.

1B.2.4 DESCRIPTION OF ABILITIES

Description of ability to provide the services in a timely fashion (including staffing, familiarity and location of key staff)

1B.2.5 COST DETAILS

If applicable, cost details including the hourly rates of each of the individuals who will be performing services, and all expenses.

1B.2.6 TECHNICAL PROCESS AND EQUIPMENT

Description of technical process and equipment used in performing the task(s).

1B.3 PREPARATION OF SUBMISSIONS

1B.3.1 COMPLETION OF SUBMISSIONS

Each submission must be provided on a Standardized Submission Form as supplied in the submission package and signed by the professional services entity or principal thereof and shall contain the name, address, and telephone number of the professional Services entity. RFQ’s shall be received electronically no later than

WEDNESDAY, DECEMBER 9, 2026, 11:00 AM. prevailing local time

The submission shall be accompanied by (1) a Non-Collusion Affidavit, (2) a Disclosure of Ownership Form, (3) an Insurance Requirement Acknowledgement Form, (4) a EEO/Affirmative Action Compliance Notice, (5) a

Mandatory Equal Employment Opportunity Notice Acknowledgement, (6) Americans With Disabilities Act of

1990, (7) a copy of your Certificate of Employee Information Report, (8) a copy of the applicable Business

Registration Certificate, (9) a Professional Services Entity Information Form, (10) a Qualification Affidavit, (11)

Submission Form, (12) an Acknowledgement of Corrections, Additions or Deletions Form, (13) Disclosure of

Investment Activities in Iran, (14) Business Entity Disclosure Certification, (15) a Statement of Indebtedness,

(16) Agreement for Payment of Commodity/Service (17) Letter of Intent, (18) Letter of Qualification and (19)

Certification of Non-Involvement in Prohibited Activities in Russia or Belarus.

All forms listed above, (1 through # 19) shall be completed in their entirety.

1B.3.2 ERRORS IN SUBMISSIONS

If applicable, in the event there is a discrepancy between the unit prices and the extended totals, the unit prices shall govern or if between the correct sums of the extended totals and the total submission submitted, the correct sum shall govern. Amounts written in words shall govern over the amounts written in numerals.

1B.4 TIME FOR AWARD OF CONTRACT

The contracting unit shall award the contract or reject all submissions within such time as may be specified in the invitation for submission, but in no case more than sixty (60) days, except that the submissions of any professional services entities who consent thereto may, at the request of the contracting unit, be held for consideration for such longer as may be agreed.

The award of the Contract for this service will not be made unless the City’s Chief Financial Officer has certified the necessary funds in a lawful manner.

1B.5 MODIFICATIONS OF SUBMISSIONS

Any professional services entity may modify his submission by mail, courier or hand delivery at any time prior to the scheduled closing time for receipt of submissions. The City of East Orange, prior to closing time, must receive such communication. The communication should not reveal the submission price but should provide the addition to or subtraction from or other modification so that the City of East Orange will not know the final price(s) or term(s) until the sealed submission is opened.

1B.6 REJECTION OF SUBMISSIONS

1B.6.1 MULTIPLE SUBMISSIONS NOT ALLOWED

More than one submission from an individual, a firm or partnership, a corporation or association of principals under the same or different names shall not be considered.

1B.6.2 UNBALANCED SUBMISSIONS

Submissions, which are obviously unbalanced, may be rejected at the option of the City of East Orange.

1B.6.3 RIGHT TO REJECT SUBMISSIONS

The right is reserved to reject any or all submissions in whole or in part if not in compliance with standardized submission requirements.

1B.6.4 METHOD OF AWARD OF SUBMISSIONS

The right is reserved by the City of East Orange to award submission on a “service by service” basis, “per project” basis, in part or in whole as determined by the City of East Orange.

1B.6.5 RIGHT TO WAIVE INFORMALITIES RESERVED

The City of East Orange expressly reserves the right to waive any informality in any submission, and to accept the submission, which in the City of East Orange’s judgment serves its best interests.

1B.7 PROFESSIONAL SERVICES ENTITY REFERRED TO LAWS

The attention of the professional services entity is especially directed to the provisions of Federal, State, County and Local Government statutes and regulations that may apply to the work.

1B.8 PAYMENT

Checks are processed by the City of East Orange’s Finance Department on the 1st and 15th of each month. It is necessary that the approved signed vouchers be accompanied by an invoice and be submitted as soon as possible.

1B. 9 TRANSITIONAL PERIOD

In the event that a new contract has not been awarded prior to the contract expiration date, it shall be incumbent upon the professional services entity to continue the contract under the same terms and conditions until a new contract(s) can be completely operational. At no time shall this transition period extend more than ninety (90) days beyond the expiration date of the contract.

1B.10 FACSIMILE DOCUMENTS PROVIDED IN A SUBMISSION

Under no circumstances, on submission documents requiring authorized signatures, will the City of East Orange accept documents provided through facsimile machines.

1B.11 CONTRACT COMPLIANCE AND EQUAL EMPLOYMENT OPPORTUNITY IN PUBLIC

CONTRACTS

Professional services entities are required to comply with the requirements of N.J.S.A. 10:5-31 et seq. and

N.J.A.C. 17:27 et seq.

1B.12 GENERAL REQUIREMENTS/INFORMATION

The professional services entity shall guarantee any or all material and services supplied under these specifications. Defective or inferior items shall be replaced at the expense of the professional services entity.

It is understood by the professional services entity that this submission is provided on the basis of standardized submission requirements prepared by the City of East Orange and the fact that any professional services entity is not familiar with these standardized submission requirements or conditions will not be accepted as an excuse.

NO MINIMUM PAYMENT IS IMPLIED OR GUARANTEED.

City of East Orange reserves the right to cancel any contract entered into upon thirty (30) days written notice.

CONTRACT TERM: Pursuant to N.J.S.A. 40A: 11-3 (b), ….” Contracts for professional services pursuant to subparagraph (i) of paragraph (a) subsection (1) of section 5 of P.L. 1971, c.198 (N.J.S.A. 40A: 11-5) may be awarded for a period not exceeding twelve (12) consecutive months”.

This solicitation is for a one (1) year contract for services commencing on or about January 1, 2027 through

December 31, 2027.

STANDARDIZED SUBMISSION REQUIREMENTS

& SELECTION CRITERIA

(Fair & Open Public Solicitation Process for Professional Services)

The City of East Orange seeking sealed submissions in response to a Public Notice for the Solicitation of a

Professional Service Contracts.

The standardized submission requirements shall include:

1. Name of firm, primary business address and principal contacts of names, titles and staffing plan listing those persons who will be assigned to the account. Relevant resume information and number of years of relevant professional experience for the individuals assigned to the account must be included (i.e. -projects similar to the services contained here, education, degrees and certification).

2. References and record of success of same or similar service.

3. Description of ability to provide the services in a timely fashion (including staffing, familiarity and location of key staff).

4. Cost details, including the hourly rates of each of the individuals who will perform services and time estimates for each individual, all expenses and total cost of “not to exceed” amount.

The Selection criteria to be used in awarding contracts shall include:

1. Qualifications of the individuals who will perform the services/tasks and the amounts of their respective participation. (25%)

2. Experience and references. (25%)

3. Ability to perform the services/tasks in a timely fashion, including staffing and familiarity with the subject matter. (25%)

4. Cost consideration- including, but not limited to, historical costs for similar professional services, expertise involved and comparable costs for comparable public entities. (25%)

ALL OF THE

FOLLOWING

DOCUMENTS

MUST BE INCLUDED

WITH

PROPOSAL

CHECKLIST

PROFESSIONAL SERVICE: MUNICIPAL BUDGET CONSULTANT (City Administration)

SUBMISSION DATE: WEDNESDAY, DECEMBER 9, 2026, 11:00 AM.

The following items, as indicated below (x), shall be provided with the receipt of sealed submissions:

Business Entity Disclosure Certification ……………….…………………………….…… ________x________

Non-Collusion Affidavit …………………………………….………………………….………… ________x________

Disclosure of Ownership Form ………………………………….……………….…………… ________x________

Insurance Requirement Acknowledgement Form ...…………………….………… ________x________

EEO/Affirmative Action Compliance Notice ………………………….……..………… ________x________

Mandatory Equal Employment Opportunity Notice Acknowledgement … ________x________

Americans With Disabilities Act of 1990 ………………………………………………… ________x________

Copy of your Certificate of Employee Information Report …………………..… ________x________

Copy of your Business Registration Certificate as issued by the State of New Jersey, Department of Treasury, Division of Revenue ………….………….…… ________x________

Professional Service Entity Information Form …………………………….………… ________x________

Qualification Affidavit ………………………………………………..……………..………… ________x________

Submission Form ………………………………………………………………………..………… ________x________

Acknowledgement of Corrections, Additions or Deletions Form …….….. ________x________

Disclosure of Investment Activities in Iran ……………………………………….….. ________x________

Certification of Non-Involvement in Prohibited Activities in Russia or Belarus ________x________

Statement of Indebtedness Form …………………………………………………….….. ________x________

Agreement for Payment of Commodity/Service Form …………..….….…….. ________x________

Letter of Intent ………………………………….……………………. …………..….….…….. ________x________

Letter of Qualification ……………………………………………… …………..….….…….. ________x________

NON-COLLUSION AFFIDAVIT

(PRIME BIDDER)

STATE OF NEW JERSEY )

) SS:

COUNTY OF )

I, _____________________________ of the City/Township of _____________________ in the County of _______________________________and the State of _____________________ of full age, being duly sworn according to the law on my oath depose and say that:

I am, ________________________________________________________ (Title) (a partner, or officer of the firm of, etc.)

of the firm of __________________________________________________________________ the bidder making the Proposal for the above named project, and that I executed the said Proposal with full authority so to do; that said bidder has not, directly or indirectly, entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free, competitive bidding in connection with the above-named project; and that all statements contained in said Proposal and in this affidavit are true and correct, and made with full knowledge that the CITY OF EAST ORANGE, NJ relies upon the truth of the statements contained in said Proposal and in the statements contained in this affidavit in awarding the contract for the said project.

I further warrant that no person or selling agency has been employed or retained to solicit or secure such contract upon an agreement or understanding for a commission, percentage, brokerage or contingent fee, except bona fide employees or bona fide established commercial or selling agencies maintained by (Name of Contractor)

(Also type or print name of affiant under signature)

Subscribed and sworn to ________________________________________ Signature of:

before me this ________ day Bidder, if the bidder is an individual of ______________ 20____ Partner, if the bidder is a partnership Officer, if the bidder is a corporation

Notary Public of: _________________________ My commission expires: ____________________

OWNER DISCLOSURE CERTIFICATION

This Statement Shall Be Included with RFP Submission

Name of Business______________________________________________________

I certify that the list below contains the names and home addresses of all stockholders holding 10% or more of the issued and outstanding stock of the undersigned.

OR

I certify that no one stockholder owns 10% or more of the issued and outstanding stock of the undersigned.

OR

I certify that there are no stockholders

Check the box that represents the type of business organization:

Partnership Corporation Sole Proprietorship Limited Partnership Limited Liability Corporation Limited Liability Partnership Subchapter S Corporation Other (describe)___________________

Sign and notarize the form below, and, if necessary, complete the stockholder list below.

Stockholders:

Name: ______________________________ Name: ______________________________

Home Address: _______________________

Name: ______________________________ Name: ______________________________

Name: ______________________________

Name: ______________________________

Subscribed and sworn before me this ___ day of 20 _____.

(Notary Public)

My Commission expires:

(Affiant)

(Print name & title of affiant)

(Corporate Seal)

INSURANCE REQUIREMENTS AND ACKNOWLEDGEMENT FORM

Certificate(s) of Insurance shall be filed with the City’s Clerk’s Office upon award of contract by the Municipal

Council.

The minimum amount of insurance to be carried by the selected Professional Service Entity shall be as follows:

Professional Liability Insurance

Limits shall be a minimum of $1,000,000.00 for each claim and $3,000,000.00 aggregate each policy period.

*Vendor / Firm shall not commence operations until Township has been furnished original certificate(s) of Insurance and certified original copies of endorsements or policies of insurance in the amounts and/or minimum coverage(s) required in this proposal.

Acknowledgement of Insurance Requirement:

(Signature) (Date)

(Printed Name and Title)

EEO/AFFIRMATIVE ACTION COMPLIANCE NOTICE

N.J.S.A. 10:5-31 and N.J.A.C. 17:27

GOODS, PROFESSIONAL SERVICE AND GENERAL SERVICE CONTRACTS

All successful bidders are required to submit evidence of appropriate affirmative action compliance to the City and Division of Public Contracts Equal Employment Opportunity Compliance. During a review, Division representatives will review the City files to determine whether the affirmative action evidence has been submitted by the vendor/contractor. Specifically, each vendor/contractor shall submit to the City, prior to execution of the contract, one of the following documents:

Goods and General Service Vendors

1. 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 is to be provided by the vendor to the City and the Division. This approval letter is valid for one year from the date of issuance.

Do you have a federally-approved or sanctioned EEO/AA program? Yes No If yes, please submit a photostatic copy of such approval.

2. A Certificate of Employee Information Report (hereafter “Certificate”), issued in accordance with N.J.A.C. 17:27-1.1 et seq. The vendor must provide a copy of the Certificate to the City 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. The period of validity of the Certificate is indicated on its face. Certificates must be renewed prior to their expiration date in order to remain valid.

Do you have a State Certificate of Employee Information Report Approval? Yes No If yes, please submit a photostatic copy of such approval.

3. The successful vendor shall complete an Initial Employee Report, Form AA-302 and submit it to the Division with $150.00 Fee and forward a copy of the Form to the City. Upon submission and review by the Division, this report shall constitute evidence of compliance with the regulations. Prior to execution of the contract, the EEO/AA evidence must be submitted.

The successful vendor may obtain the Affirmative Action Employee Information Report (AA302) on the Division website www.state.nj.us/treasury/contract_compliance.

The successful vendor(s) must submit the AA302 Report to the Division of Public Contracts Equal Employment Opportunity Compliance, with a copy to Public Agency.

The undersigned vendor certifies that he/she is aware of the commitment to comply with the requirements of N.J.S.A.

10:5-31 and N.J.A.C. 17:27 and agrees to furnish the required forms of evidence.

The undersigned vendor further understands that his/her bid shall be rejected as non-responsive if said contractor fails to comply with the requirements of N.J.S.A. 10:5-31 and N.J.A.C. 17:27.

COMPANY: ____________________________ SIGNATURE: __________________________

PRINT NAME:__________________________TITLE: ________________________________

DATE: __________________

http://www.state.nj.us/treasury/contract_compliance

EXHIBIT A

MANDATORY EQUAL EMPLOYMENT OPPORTUNITY LANGUAGE

N.J.S.A. 10:5-31 et seq. (P.L. 1975, c. 127)

N.J.A.C. 17:27 et seq.

GOODS, GENERAL SERVICE AND PROFESSIONAL SERVICES CONTRACTS

During the performance of this contract, the contractor agrees as follows:

The contractor or subcontractor, where applicable, will not discriminate against any employee or applicant for employment because of age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. Except with respect to affectional or sexual orientation and gender identity or expression, the contractor will ensure that equal employment opportunity is afforded to such applicants in recruitment and employment, and that employees are treated during employment, without regard to their age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. Such equal employment opportunity shall include, but not be limited to the following:

employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the Public Agency Compliance Officer setting forth provisions of this nondiscrimination clause.

The contractor or subcontractor, where applicable will, in all solicitations or advertisements for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex.

The contractor or subcontractor will send to each labor union, with which it has a collective bargaining agreement, a notice, to be provided by the agency contracting officer, advising the labor union of the contractor's commitments under this chapter and shall post copies of the notice in conspicuous places available to employees and applicants for employment.

The contractor or subcontractor, where applicable, agrees to comply with any regulations promulgated by the Treasurer pursuant to N.J.S.A. 10:5-31 et seq., as amended and supplemented from time to time and the Americans with Disabilities Act.

The contractor or subcontractor agrees to make good faith efforts to meet targeted county employment goals established in accordance with N.J.A.C. 17:27-5.2.

The contractor or subcontractor agrees to inform in writing its appropriate recruitment agencies including, but not limited to, employment agencies, placement bureaus, colleges, universities, and labor unions, that it does not discriminate on the basis of age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex, and that it will discontinue the use of any recruitment agency which engages in direct or indirect discriminatory practices.

The contractor or subcontractor agrees to revise any of its testing procedures, if necessary, to assure that all personnel testing conforms with the principles of job related testing, as established by the statutes and court decisions of the State of New Jersey and as established by applicable Federal law and applicable Federal court decisions.

In conforming with the targeted employment goals, the contractor or subcontractor agrees to review all procedures relating to transfer, upgrading, downgrading and layoff to ensure that all such actions are taken without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex, consistent with the statutes and court decisions of the State of New Jersey, and applicable Federal law and applicable Federal court decisions.

The 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:

Letter of Federal Affirmative Action Plan Approval;

Certificate of Employee Information Report; or

Employee Information Report Form AA302 (electronically provided by the Division and distributed to the public agency through the Division’s website at http://www.state.nj.us/treasury/contract_compliance).

The contractor and its subcontractors shall furnish such reports or other documents to the Division of Purchase an Property, CCAU, EEO Monitoring Program as may be requested by the office from time to time in order to carry out the purposes of these regulations, and public agencies shall furnish such information as may be requested by the Division of Purchase an Property, CCAU, EEO Monitoring Program for conducting a compliance investigation pursuant to N.J.A.C. 17:27-1 et seq.

NAME OF COMPANY

SIGNATURE OF REPRESENTATIVE PRINT NAME OF OFFICER/OWNER

TITLE OF REPRESENTATIVE DATE OF SIGNATURE

http://www.state.nj.us/treasury/contract_compliance

AMERICANS WITH DISABILITIES ACT OF 1990

Equal Opportunity for Individuals with Disability

The Contractor and the Owner, do hereby agree that the provisions of Title 11 of the Americans With Disabilities

Act of 1990 (the "Act") (42 U.S.C. S121 01 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 there unto, are made a part of this contract. In providing any aid, benefit, or service on behalf of the owner 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 owner in any action or administrative proceeding commenced pursuant to this Act.

The contractor shall indemnify, protect, and save harmless the owner, 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 owner’s grievance procedure, the contractor agrees to abide by any decision of the owner which is rendered pursuant to said grievance procedure. If any action or administrative proceeding results in an award of damages against the owner, or if the owner 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 owner 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 owner or any of its agents, servants, and employees, the owner shall expeditiously forward or have forwarded to the contractor every demand, complaint, notice, summons, pleading, or other process received by the owner or its representatives.

It is expressly agreed and understood that any approval by the owner 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 owner pursuant to this paragraph.

It is further agreed and understood that the owner 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 provisions 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 owner from taking any other actions available to it under any other provisions of the Agreement or otherwise at law.

The undersigned vendor further understands that his/her bid shall be rejected as non-responsive if said contractor fails to comply with the requirements of N.J.S.A. 10:5-31 and N.J.A.C. 17:27.

COMPANY: ____________________________ SIGNATURE: __________________________

PRINT NAME:__________________________TITLE: ________________________________

AFFIRMATIVE ACTION COMPLIANCE NOTICE

N.J.S.A. 10:5-31 et seq. and N.J.A.C.17:27

GOODS AND SERVICES CONTRACTS

(INCLUDING PROFESSIONAL SERVICES)

This form is a summary of the successful bidder’s requirement to comply with the requirements of N.J.S.A.

10:5-31 et seq. and N.J.A.C.17:27.

The successful bidder shall submit to the public agency, after notification of award but prior to execution of this contract, one of the following three documents as forms of evidence:

(a) A photocopy of a valid letter that the contractor is operating under an existing Federally approved or sanctioned affirmative action program (good for one year from the date of the letter);

(b) A photocopy of a Certificate of Employee Information

Report approval, issued in accordance with N.J.A.C. 17:27-4;

(c) A photocopy of an Employee Information Report (Form AA302) provided by the Division and distributed to the public agency to be completed by the contractor in accordance with N.J.A.C. 17:27-4.

The successful vendor may obtain the Affirmative Action Employee Information Report (AA302) from the contracting unit during normal business hours.

The successful vendor(s) must submit the copies of the AA302 Report to the Division of Contract Compliance and Equal Employment Opportunity in Public Contracts (Division). The Public Agency copy is submitted to the public agency, and the vendor copy is retained by the vendor.

The undersigned vendor certifies that he/she is aware of the commitment to comply with the requirements of N.J.S.A. 10:5-31 et seq. and N.J.A.C.17:27 and agrees to furnish the required forms of evidence.

The undersigned vendor further understands that his/her bid shall be rejected as non-responsive if said contractor fails to comply with the requirements of N.J.S.A. 10:5-31 et seq. and N.J.A.C.17:27.

COMPANY: ____________________________SIGNATURE: ____________________________

PRINT NAME: ____________________________TITLE: _______________________________

Sample of Certificate

PLACE HERE

A COPY OF THE

CERTIFICATE OF

EMPLOYEE INFORMATION

REPORT

PLACE AFFIRMATIVE ACTION

(Form AA302)

EMPLOYEE INFORMATION REPORT

HERE

ONLY IF YOU DO NOT HAVE THE

CERTIFICATE OF EMPLOYEE INFORMATION

TO ATTACH AT THIS TIME

October 20, 2004

Revised Contract Language for BRC Compliance

Goods and Services Contracts (including purchase orders)

* Construction Contracts (including public works related purchase orders)

N.J.S.A. 52:32-44 imposes the following requirements on contractors and all subcontractors that knowingly provide goods or perform services for a contractor fulfilling this contract:

1) the contractor shall provide written notice to its subcontractors and suppliers to submit proof of business registration to the contractor;

2)*subcontractors through all tiers of a project must provide written notice to their subcontractors and suppliers to submit proof of business registration and subcontractors shall collect such proofs of business registration and maintain them on file;

3) prior to receipt of final payment from a contracting agency, a contractor must submit to the contacting agency an accurate list of all subcontractors and suppliers or attest that none was used; and,

4) during the term of this contract, the contractor and its affiliates shall collect and remit, and shall notify all subcontractors and their affiliates that they must collect and remit to the Director, New Jersey Division of Taxation, the use tax due pursuant to the Sales and Use Tax Act, (N.J.S.A. 54:32B-1 et seq.) on all sales of tangible personal property delivered into this State.

A contractor, subcontractor or supplier who fails to provide proof of business registration or provides false business registration information shall be liable to a penalty of $25 for each day of violation, not to exceed $50,000 for each business registration not properly provided or maintained under a contract with a contracting agency. Information on the law and its requirements is available by calling (609) 292-9292.

THESE ARE SAMPLES OF THE ONLY ACCEPTABLE

BUSINESS REGISTRATION CERTIFICATES.

FAILURE TO POSSESS A NEW JERSEY BUSINESS REGISTRATION CERTIFICATE

MAY BE CAUSE FOR REJECTION OF YOUR PROPOSAL

REGARDLESS OF THE FACT THAT A COPY MAY ALREADY BE ON FILE WITH THE

CITY OF EAST ORANGE.

PROFESSIONAL SERVICE ENTITY INFORMATION FORM

If the professional service Entity is an INDIVIDUAL, sign name and give the following information:

Name: ________________________________________________________________________

Address: ______________________________________________________________________

Telephone No.: _______________________Social Security No.: _________________________

Fax No.: _____________________________E-Mail Address: ____________________________

If individual has a TRADE NAME, give such tradename:

Trading As: _____________________________ Telephone: ____________________________

If the professional service Entity is a PARTNERSHIP, sign name and give the following information:

Name of Partners: ______________________________________________________________

Firm Name: ____________________________________________________________________

Address: ______________________________________________________________________

Telephone No.: _______________________Federal I.D. No.: ____________________________

Fax No.: _____________________________E-Mail Address: ____________________________

Social Security No.: ______________________________________________________________

Signature of authorized Agent: ____________________________________________________

If the professional service Entity is an INCORPORATED, sign name and give the following information:

State under whose laws incorporated: ______________________________________________

Location of principal office: _______________________________________________________

Telephone No.: _______________________Federal I.D. No.: ___ _________________________

Fax No.: _____________________________E-Mail Address: ____________________________

Name of agent in charge of said office upon whom notice may be legally served.

Telephone No.: ___________________________ Name of Corporation: _________________________

Signature: _______________________________ By: _________________________________________

QUALIFICATION AFFIDAVIT

The CITY OF EAST ORANGE reserves the right to reject the bid of any bidder who has previously failed to perform properly or to complete on time, contracts of a similar nature;

who is not qualified to perform the contract; or who has repeatedly or without good cause failed to pay bills or otherwise failed to perform its obligations to subcontractors, materialmen, employees of this or any other government body or agency in similar contracts.

In determining the lowest responsible bidder and its qualifications, the following elements, in addition to those above mentioned, will be considered; Whether the bidder (1) maintains a permanent place of business; (2) has adequate plant and equipment available to do the work properly and expeditiously; (3) has suitable financial resources to meet the obligations incident to the work; (4) has appropriate technical experience.

Each bidder must supply the following certified statement. Failure to do so shall be deemed a material defect in the bid, resulting in rejection of the bid:

State of New Jersey ) County of ________) SS:

I am the (President, Partner, Owner) of_________________________ ________________________________________, the bidder herein.

I know that the bidder, _____________________________________, has not previously failed to perform properly, or complete on time, contracts of a nature similar to that bid upon; is qualified to perform the contract; has not repeatedly or without just cause failed to pay bills or otherwise failed to perform its obligations to sub-contractors, materialmen, employees, of this or any other government or agency in similar contracts.

I certify that the foregoing statements made by me are true. I am aware that if any of the foregoing statements made by me are willfully false, I am subject to punishment.

Company Name

Subscribed and Sworn to ______________________________ Before me this _____ day Sign Name Of ________ 20_____.

Print Name

Notary Public of: _____________ ______________________________ My commission expires: __________ Print/Type Title

11/99

SUBMISSION FORM

1. Names and roles of the individuals who will perform the services and description of their education and experience with projects similar to the services contained herein including their education, degrees and certifications:

2. References and record success of same similar service:

3. Description of ability to provide the services in a timely fashion (including staffing, familiarity and location of key staff):

4. Cost details, including the hourly rates of each of the individuals who will perform services, and all expenses:

Note: Attach additional sheets as necessary.

Firm ___________________________________________ Date: _______________________

Authorized Representative (Print): _________________________________________________

Signature: ________________________________________ Title: _____________________

Telephone #: _____________________________ Fax #: _____________________________

ACKNOWLEDGEMENT OF CORRECTIONS, ADDITIONS AND DELETIONS FORM

I, ______________________________________________________________________________________ of the firm ______________________________________________________________________________

Hereby acknowledge that any corrections, additions and/or deletions have been initialed and dated in this

Submission Package.

(Signature)

(Type or Print of affiant and Title, under Signature)

(Date)

DISCLOSURE OF INVESTMENT ACTIVITIES IN IRAN

COMPANY NAME: _____________________________________________

PART 1: CERTIFICATION

BIDDERS MUST COMPLETE PART 1 BY CHECKING EITHER BOX.

FAILURE TO CHECK ONE OF THE BOXES WILL RENDER THE PROPOSAL NON-RESPONSIVE.

Pursuant to Public Law 2012, c. 25, any person or entity that submits a bid or proposal or otherwise proposes to enter into or renew a contract must complete the certification below to attest, under penalty of perjury, that neither the person or entity, nor any of its parents, subsidiaries, or affiliates, is identified on the Department of

Treasury’s Chapter 25 list as a person or entity engaging in investment activities in Iran. The Chapter 25 list is found on the Division’s website at http://www.state.nj.us/treasury/purchase/pdf/Chapter25List.pdf. Bidders must review this list prior to completing the below certification. Failure to complete the certification will render a bidder’s proposal non-responsive. If the Director finds a person or entity to be in violation of law, s/he shall take action as may be appropriate and provided by law, rule or contract, including but not limited to, imposing sanctions, seeking compliance, recovering damages, declaring the party in default and seeking debarment or suspension of the party

PLEASE CHECK THE APPROPRIATE BOX:

I certify, pursuant to Public Law 2012, c. 25, that neither the bidder listed above nor any of the bidder’s parents, subsidiaries, or affiliates is listed on the N.J. Department of the Treasury’s list of entities determined to be engaged in prohibited activities in Iran pursuant to P.L. 2012, c. 25

(“Chapter 25 List”). I further certify that I am the person listed above, or I am an officer or representative of the entity listed above and am authorized to make this certification on its behalf. I will skip Part 2 and sign and complete the Certification below.

I am unable to certify as above because the bidder and/or one or more of its parents, subsidiaries, or affiliates is listed on the Department’s Chapter 25 list. I will provide a detailed, accurate and precise description of the activities in Part 2 below and sign and complete the Certification below. Failure to provide such will result in the proposal being rendered as non- responsive and appropriate penalties, fines and/or sanctions will be assessed as provided by law.

Disclosure of Investment Activities in Iran (cont’d)

PART 2:

PLEASE PROVIDE FURTHER INFORMATION RELATED TO INVESTMENT ACTIVITIES IN IRAN

You must provide a detailed, accurate and precise description of the activities of the bidding person/entity, or one of its parents, subsidiaries or affiliates, engaging in the investment activities in Iran outlined above by completing the boxes below.

EACH BOX WILL PROMPT YOU TO PROVIDE INFORMATION RELATIVE TO THE ABOVE QUESTIONS. PLEASE

PROVIDE THOROUGH ANSWERS TO EACH QUESTION. IF YOU NEED TO MAKE ADDITIONAL ENTRIES, CLICK THE “ADD AN ADDITIONAL ACTIVITIES ENTRY” BUTTON

Name: __________________________________Relationship to Bidder/Offeror: _________________ Description of Activities: ______________________________________________________________ Duration of Engagement: _________________ Anticipated Cessation Date:______________________ Bidder/Offeror Contact Name: ________________ Contact Phone Number:______________________

Certification: I, being duly sworn upon my oath, hereby represent that the foregoing information and any attachments thereto to the best of my knowledge are true and complete. I acknowledge: that I am authorized to execute this certification on behalf of the bidder; that the State of New Jersey is relying on the information contained herein and that I am under a continuing obligation from the date of this certification through the completion of any contracts with the State to notify the State in writing of any changes to the information contained herein; that I am aware that it is a criminal offense to make a false statement or misrepresentation in this certification, and if I do so, I am subject to criminal prosecution under the law and that it will constitute a material breach of my agreement(s) with the State, permitting the State to declare any contract(s) resulting from this certification void and unenforceable.

Full Name (Print): _____________________________ Signature: ______________________________ Do Not Enter PIN as a Signature

Title: ________________________________________ Date: _________________________________

CERTIFICATION OF NON-INVOLVEMENT IN PROHIBITED

ACTIVITIES IN RUSSIA OR BELARUS

Pursuant to N.J.S.A. 52:32-60.1, et seq. (L. 2022, c. 3) any person or entity (hereinafter "Vendor") that seeks to enter into or renew a contract with a State agency for the provision of goods or services, or the purchase of bonds or other obligations, must complete the certification below indicating whether or not the Vendor is identified on the Office of Foreign Assets Control (OFAC) Specially Designated Nationals and Blocked Persons list, available here:

https://sanctionssearch.ofac.treas.gov/. If the Department of the Treasury finds that a Vendor has made a certification in violation of the law, it shall take any action as may be appropriate and provided by law, rule or contract, including but not limited to, imposing sanctions, seeking compliance, recovering damages, declaring the party in default and seeking debarment or suspension of the party.

I, the undersigned, certify that I have read the definition of "Vendor" below, and have reviewed the Office of Foreign

Assets Control (OFAC) Specially Designated Nationals and Blocked Persons list, and having done so certify:

{Check the Appropriate Box)

___ A. That the Vendor is not identified on the OFAC Specially Designated Nationals and Blocked Persons list on account of activity related to Russia and/or Belarus.

OR

___ B. That I am unable to certify as to “A” above, because the Vendor is identified on the OFAC Specially Designated

Nationals and Blocked Persons list on account of activity related to Russia and/or Belarus.

OR

___ C. That I am unable to certify as to “A” above, because the Vendor is identified on the OFAC Specially Designated

Nationals and Blocked Persons list on account of activity related to Russia and/or Belarus.

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