Investment Consulting Services

Updated: 02/21/2025 9:30 AM

Solicitation Details

Solicitation/Project Number

RFP PS-25-0542

Department

Finance

Contract Specialist/Procurement Officer

Benjamin A Arballo

Pre-Offer Conference/Pre-Submittal Meeting

02/28/2025 2:00 PM

Date Due

03/21/2025 2:00 PM

NIGP

946-56 - Investment Management Services

Additional Information

The City of Phoenix invites sealed offers for financial and investment advisory services for trust funds for a five-year (5) term, with two (2) option years commencing on or about 8/1/2025.

Associated Files

RFP PS-25-0542 Investment Consulting Services
(pdf)

Submittals
(pdf)

Pricing Proposal
(xlsx)

Attachment B - Evaluation Questionnaire
(pdf)

Addendum One
(pdf)

Attachment A - Minimum Qualifications Questionnaire - Revised
(pdf)

Addendum Two
(pdf)

Solicitation responses must be submitted in a sealed envelope, unless otherwise specified in the Solicitation. The response must clearly identify the Company Name and Address, Solicitation Number, and the Bid Opening Date and Time. It is the Bidder's responsibility to include the number of copies specified in the Solicitation.

NOTE: The City of Phoenix will NOT accept responses submitted after the Date and Time stated in the Solicitation, nor will the City of Phoenix accept responses submitted by fax or e-mail, unless otherwise specified in the Solicitation.

PLEASE NOTE: If you download a Solicitation, you also need to download all current addenda that may have been issued since the original document was posted. It is the Bidder's responsibility to ensure that they have all addenda prior to submitting their offer.