Upcoming Webinars
Access the latest trends and insights shaping the profession—free for members.
.png)
 (1).jpg)
_1.jpg)
.jpg)
.jpg)
.jpg)
.jpg)
.png)
.jpg)
.jpg)
.jpg)
Document
Short Term Credit Facility Q2517
Year Created: 2025
DOCUMENT
RFP - Investment Advisor 2009
- YEAR CREATED: 2009
- ENTITY TYPE: City/Township
- TYPE OF DOCUMENT: RFP - Request for Proposals
- Finance
This document is a Request for Proposal (RFP) for Investment Advisor Services. The document outlines the requirements and evaluation criteria for selecting a firm to provide passive investment advisory services for fixed-income portfolios for a public agency.
The document includes sections such as a transmittal letter, executive summary, references, technical experience/qualifications/philosophy, project approach, implementation schedule, staffing plan, progress reports, fee structure, and attachments.
The transmittal letter should include the contractor's firm and the proposal package being submitted, along with other important general information. The executive summary highlights the proposal approach, the firm's history and organizational structure, the firm's team organization, and specific situations where the firm applied its advisory skills and abilities.
The references section requires the proposer to provide background information on completed projects of a similar nature for other local governments and/or industry enterprises.
The technical section includes information on the firm's experience and qualifications, investment philosophy, knowledge of California law related to public agencies' investments, and sample reports prepared for other public agencies.
The project approach section describes the process and resources that will be employed to fulfill the requirements of the specifications, including the firm's approach to passive investment advisory services, enhancing portfolio performance, preparation of cash flow projections, and other recommended services.
The implementation schedule outlines the proposed timeline for completing the project tasks. The staffing plan describes the key individuals and their qualifications who will be part of the organization's team for providing consulting services.
The progress reports section explains how the organization intends to keep the City Project Manager informed about the progress of the project.
The fee structure section requires the submission of cost proposals.
The document also includes various attachments, such as a proposal certification, cost form, request for contracting preference for local and small businesses, the City's consultant agreement, insurance provisions, previous customer reference worksheet, and conflict of interest form.
The selection process and evaluation criteria are also outlined, with the evaluation criteria including proposal responsiveness, experience of the proposer, technical response, fee structure, and consideration for local and small businesses.
The document concludes by stating the grounds for disqualification, which include violations of the Council Policy on Procurement and Contract Process Integrity and Conflict of Interest.
It is important to note that contact with any City official or employee regarding this procurement is prohibited, as stated in section 12.1.2.1 of the document.