Solicitation Notice

  • LAWNSIDE BOARD OF EDUCATION

    NOTICE OF SOLICITATION

    REQUESTS FOR QUALIFICATIONS

    Notice of Solicitation


    Board of Education Auditor

    Board of Education Solicitor

    Banking Services

    On Behalf ofTHE

    Lawnside Public School District

    Of Camden County

    Request for Proposal for Banking Services

    Background:

    Lawnside Public School District of Camden County (“School District”) is soliciting proposals for Banking Services to be effective September 1, 2018. The school budget for the School District totals over $9,000,000. If your establishment requires copies of the district’s bank statements for the latest month reflecting the balances and activity, please let me know. All correspondence and submittals should be sent to:

    Lawnside Board of Education
    426 E. Charleston Avenue,
    Lawnside, NJ 08045
    Attention: Dawn Leary, School Business Administrator. Board Office: (856) 547-2585

    Required Services

    The School District requires the following minimum services on each of their accounts. Any charges for these services MUST be noted on the attached proposal form. Any variation from the minimum requirements MUST be noted:

    1. Monthly Statements of all bank accounts are due the 5th of each month.

    2. All Monthly Statements must include deposits and checks cleared in check number order.

    3. Monthly Statements available via hard copy by mail or internet if desired by individual District.

    4. Interest on all accounts of the Board of Education, regardless of balance or activity, including but not limited to the following accounts:

      Required Services Cont.

    1. General Operating Funds

    2. Net Payroll

    3. Payroll Agency

    4. Cafeteria Funds

    5. Unemployment Accounts

    6. Capital Projects Accounts

    7. Student Activities Accounts

    1. Wiring services and ACH deposits and withdrawals

    2. Monthly account analysis to include bank earnings, credit, itemized fees, and interest earned to be credited to the district. Also, reconciliation of outstanding items General Operating Fund Account and any other account deemed necessary by the Board of Education.

    3. A bank office, at which the district can transact business, in a convenient location.

    8. Eligibility to act as depository for public funds under the Governmental Unit Deposit Protection Act.

    1. Proven Secure Electronic/On-Line banking program for Governmental Units that allows stop payments, transfers between accounts, generation of reports, etc.

    2. Notification of all electronic fund transfers, via secure online banking program, fax, email, or US Postal Service, with source and purpose described.

    3. The ability to process employee direct deposits for payroll, with unlimited repositories per employee.

    4. Daily courier/armored car service available for School District designated locations for General Receipts, Cafeteria, Student Activity, Athletic Account and other account deposits as needed. The School district will provide an approved school calendar for the courier service to follow.

    5. Fix a Minimum Interest Rate to be applied to all accounts.

    6. Copies of deposit slips/receipt of deposits to be returned to the

      School District via U.S. mail.

    7. Notification via fax the same day of any Returned Items for Enterprise Funds.

    PROPOSAL AWARD

    The School District will award a contract for banking services based upon the most advantageous proposal provided by the bank as determined by the review of such proposals by the Board of Education. The School District retains the right to decide what services/proposal that is in their best interest.

    (This should be the First Section of Proposal Document) BANKING PROPOSAL

    Lawnside Public School District Of

    Camden County

    Name of Bank: ___________________________Date: ________

    Submitted by:__________________________________________________

    Name Title

    NOTE: The fees/formulas/services indicated in this proposal are those which will be in effect for the duration of the contract. The rate of interest (Item 1) is for informational purposes only, but MUST be completed. The bidder certifies that any fees or formulas for affixing the rate of interest or providing services will remain in effect for the duration of the contract.

    The bidder also certifies that, should the bank be merged, sold, or consolidated, that this agreement shall be honored and remain in full and that the bank or financial institution will be responsible for any and all costs associated with the upgrading of computer software, printers or computer chips regarding the change in bank routing numbers, logos or any other charges on the bank accounts that are deemed necessary to process banking transactions.

    1. Current rate of interest on accounts as of the end of June 2019.

    2. Formula for fixing rate of interest: (i.e. T-Bill plus 1 basis point)

    1. Fixed Minimum Interest Rate:

    2. Interest calculated on Bank Statement Balance, Collected

      Balances, Estimate of Percent of Collected Funds.

    3. Minumum balance required in account to collect interest (if

      applicable).

    4. Penalties for falling below minimum balance (If applicable).

    5. Maximum balance allowed in account (If applicable).

    6. Monthly maintenance charge (If applicable).

    7. Transaction fees: (If applicable, please list in detail)

    8. Time of day deposits and/or wire investments must be received for same day transactions.

    9. Describe any enhanced banking services that would be provided to all employees of the Lawnside Public School District.

    10. Provide locations of bank branches in Camden County that would accommodate the School District.

    11. Describe in detail all additional services that would be offered to the School District not previously listed above. Please include any fees, if applicable, associated with such services.

    12. All Proposals MUST be submitted to:

      Attn: Dawn Leary, Business Administrator Lawnside Public School
      426 E. Charleston Avenue
      Lawnside, NJ 08045

      Board Office: (856) 547-2585

    ***Deadline to submit proposal will be on Friday, May 18, 2018*** Person Completing Proposal:

    ___________________________________Signature: _______________________________

    Title: ______________________________ Phone: ___________________
    Fax: ___________________
    E-Mail: ___________________

     



    LAWNSIDE BOARD OF EDUCATION NOTICE OF SOLICITATION REQUESTS FOR QUALIFICATIONS

    Notice of Solicitation

    Notice is hereby given that pursuant to the provisions of N.J.S.A. 19:44A-20, New Jersey Pay to Play, and other legislative enactments, more specifically Chapter 271 of the laws of the State of New Jersey, the Lawnside Board of Education located at 426 East Charleston Avenue, Lawnside, New Jersey 08045 is seeking RFQ’s for professional services to be provided to the Board of Education as listed below for the period July 1, 2018 to June 30, 2019.

    Board of Education Solicitor, Board of Education Auditor,

    Requests for qualifications are on file at the Board Secretary/Business Administrator’s office at 426 East Charleston Avenue, Lawnside, New Jersey 08045 and may also be downloaded from the Board of Education’s website

    .
    All RFQ’s must be received by the Board of Education Board

    Secretary/Business Administrator no later than 4:00 p.m. on Friday, May 18, 2018 at the Board of Education office located at 426 East Charleston Avenue, Lawnside, New Jersey 08045. All questions concerning this notice should be addressed to the Board Secretary/Business Administrator, Dawn Leary at 856- 547-2585.

    All statements of qualifications for professional service contracts shall include at a minimum the following information.

    1. Names of individuals who will perform required tasks as well as the listing of their licenses.

    A. Identify the person who will be primarily responsible for the services required by the Board of Education and provide a description of the experience of the primary person with projects and issues similar to those more

    specifically set forth in this proposal and on behalf of the Board of Education of Lawnside.

    B. Identify persons who will serve as back up to the primary person including resumes of all parties.

    2. Describe ability to provide services in a timely fashion including a description of your staffing and a description of your familiarity with the services required by the Board of Education of Lawnside.

    Board of Education Solicitor

    Scope of Services:

    Specialized services required - The selected professional (solicitor) will be expected to provide specialized professional services to the Board of Education during the entire year on an as needed basis. Various issues arise during the normal course of business involving the need for professional services on matters that will require guidance and advice from the aforesaid professional. Because such services, at times, represent emergency situations, the solicitor will be expected to return a phone call to the Board of Education on the same day. The professional will also be expected to be available to provide advice to the Board of Education during non-business hours including the attendance at meetings when requested.

    Minimum Qualifications

    1. Solicitor’s firm shall have two or more licensed professionals on staff whose major focus and work has been and remains providing professional services to and advising public entities.

    2. The firm shall have at least ten (10) years experience in representing public entities.

    3. The firm shall designate one professional within the firm who will be assigned to represent the interest of the School District. This individual shall have been admitted and/or licensed in his/her profession and be in good standing.

    4.

    *5.

    The firm and individuals assigned to work with the School District shall be well versed in all aspects of the School District’s operations.

    Additionally, consideration for a retainer in lieu of hourly fees for services provided would be appreciated.

    Any questions regarding this Request for Proposals should be directed to Dawn Leary, School Business Administrator of the Lawnside School District.

    Please submit two (2) copies of the proposal to:

    Lawnside Board of Education 426 E. Charleston, Avenue Lawnside, New Jersey 08045 856-547-2585

    All Submissions must be received at the School District’s Administrative Office by 4:00 p.m. on Friday, May 18, 2018 at which time they will be publicly opened.

    LAWNSIDE BOARD OF EDUCATION NOTICE OF SOLICITATION REQUESTS FOR QUALIFICATIONS

    Auditor

    Scope of Services

    The Board of Education desires to appoint a firm of Certified Public Accountants/ Public School Accountants to act as Board Auditors for the Lawnside Board of Education. Applicant should demonstrate knowledge of board of education auditing laws and regulations and experience in providing advice to boards of education on records compliance issues. Any experience or knowledge of matters that directly affect the Lawnside Board of Education should be addressed.

    Minimum Requirements

    1. The firm must employ a minimum of ten (10) certified public accountants who have been licensed in that capacity for a period of not less than seven (7) years each prior to the date of appointment.

    2. The firm must employ a minimum of five (5) registered school board accountants licensed and qualified in that capacity for a minimum of five (5) years each prior to the appointment.

    3. Must have a minimum of ten (10) years’ experience in providing auditing services to boards of education within the State of New Jersey.

    4. Must maintain a current principal office within the State of New Jersey.

    5. Must describe any special services available to school board clients. 6. Must list all part and present school board clients.
    7. Must provide hourly billing rates for employees possibly assigned to

    service the Board of Education.

    Any questions regarding this Request for Proposals should be directed to Dawn Leary, School Business Administrator of the Lawnside School District.

    Please submit two (2) copies of the proposal to:

    Lawnside Board of Education 426 E. Charleston Avenue Lawnside, New Jersey 08045 856-547-2585

    All Submissions must be received at the School District’s Administrative Office by 4:00 p.m. on Friday, May 18, 2018 at which time they will be publicly opened.