The City of Longmont, Colorado is seeking proposals from firms with proven experience in providing investment advisory services for city operating and capital funds in a non-discretionary capacity. This RFP is soliciting professional investment advisory services to manage and advise on the City's municipal investment portfolio.
Key Submission Requirements:
Proposals must be organized into specific sections including RFP Cover Page, Declaration and Checklist (Attachment A), Key Personnel Lead information (Attachment B), Cost Proposal (Attachment C), Project Capability Submittal (Attachments D0, D1, D2), Reference List (Attachment E), and Contract Exceptions (Attachment I). All required forms and attachments must be included in the proposal submission. Electronic bid submission is required.
Important Dates and Deadlines:
Publication Date: March 4, 2025
Pre-Proposal Conference: March 11, 2025 at 10:00 AM MDT (Virtual via Microsoft Teams, attendance is recommended)
Question Acceptance Deadline: March 14, 2025 at 5:00 PM MDT
Proposal Submission Deadline: March 28, 2025 at 5:00 PM MDT
Submission Instructions and Requirements:
Proposals must be submitted electronically. The City will host a virtual vendor education Pre-Proposal Conference on March 11, 2025, at 10:00 AM MDT via Microsoft Teams to help vendors understand the Best Value Approach and clarify RFP terms and conditions. Questions must be submitted online and are accepted until March 14, 2025 at 5:00 PM MDT. Insurance is required. Pricing information is included in attached RFP documents.