14071 Investment Advisory Services.docx

The document is a Request for Proposal (RFP) issued by the City of Longmont's Purchasing & Contracts department for Investment Advisory Services for the Finance Division. The RFP outlines the background, overview, and goals of the City, including its financial situation and the responsibilities of the Finance Department. It specifies the scope of services required, such as maximizing income from the investment portfolio, providing credit analysis, tracking maturities, and ensuring compliance with laws and policies. The RFP also details the period of the award, minimum qualifications for offerors, administrative information including communication protocols, and the process for inquiries and proposals. The document emphasizes the importance of compliance with Colorado State law and the City's investment policy, as well as the need for experienced contractors to manage the City's substantial investment portfolio.