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Investment Consulting Services

Updated: 03/24/2025 8:41 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

Solicitation Status

Tabulation

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)

Addendum Three
(pdf)

Bid Tabulation
(pdf)