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Basic Information

Reference Number

0000030215

Issuing Organization

City of Colorado Springs

Owner Organization

Finance Department

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-15-076AM

Title

Endowment Fund Investment Advisory Services

Source ID

PU.AG.USA.2288

Details

Location

United States, Colorado

Delivery Point

Colorado Springs, CO

Purchase Type

Term: 10/01/2015 02:00 AM EDT - 09/30/2020 02:00 AM EDT

Piggyback Contract

Description

Summary of Specifications:
The City of Colorado Springs is seeking proposals from investment advisors who are registered with the Securities and Exchange Commission and the Colorado State Division of Securities to provide portfolio management services for the City of Colorado Springs Cemetery Endowment Fund to be managed on a discretionary basis. The assets of the Fund as of December 31, 2014 were valued at approximately $10.2 million.

Dates

Publication

06/12/2015 04:39 PM EDT

Question Acceptance Deadline

07/05/2015 01:00 PM EDT

Questions are submitted online

Closing Date

07/15/2015 10:00 AM EDT

Contact Information

Andrew McIntyre

719-385-5274

amcintyre@springsgov.com

Additional Information

Delivery Date

01 October 2015

Freight Requirements

FOB Destination

Contact 2 for questions

Ms. Nicole Spindler, Sr. Contracting Specialist, nspindler@springsgov.com

Other

Accepting Vendor Questions

Bid Submission Process

Bid Submission Type

Physical Bid Submission