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Basic Information

Reference Number

0000381643

Issuing Organization

Cherry Creek School District #5

Owner Organization

Finance

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

25-028

Title

Investment Advisory

Source ID

PU.AG.USA.1247.C13881876

Details

Location

United States, Colorado, Denver County

Purchase Type

Term: 07/01/2025 12:00 AM MDT - 06/30/2026 12:00 AM MDT
Option: 4 additional 1 year terms at mutual agreement

Piggyback Contract

Description

Cherry Creek School District “CCSD” is soliciting proposals from qualified firms interested in providing investment advisory services and investing services for CCSD’s investment portfolio(s), including the investment of CCSD bond proceeds and General Fund Operating cash. CCSD expects its investment advisor to be highly experienced, a leader and innovator in the management of investments, and able to provide comprehensive investment advisory and portfolio accounting services.

Dates

Publication

03/27/2025 01:46 PM MDT

Question Acceptance Deadline

04/16/2025 11:59 PM MDT

Questions are submitted online

Yes

Closing Date

04/29/2025 02:00 PM MDT

Contact Information

Carrie Curnow

ccurnow@cherrycreekschools.org

Buyer Preferences, Guidelines & Requirements

Award Requirements

- All or None Award

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	Yes	No
No entries

Additional Bidding Instructions

See 6. Fees for the fee schedule