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Basic Information

Reference Number

0000331829

Issuing Organization

City of Colorado Springs

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

R23-129NS

Title

Investment Advisory Services

Source ID

PU.AG.USA.2288.C2680026

Details

Location

United States, Colorado, El Paso County

Purchase Type

Term: 02/01/2024 12:00 AM MST - 01/31/2025 12:00 AM MST
Option: + 4 additional option years

Piggyback Contract

Yes

Description

The City of Colorado Springs (City) 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. Services are being solicited for the City’s operating portfolio and its reserve portfolio. Respondents should indicate whether their proposal is for management of the operating portfolio, the reserve portfolio, or both. Accordingly, the City may choose more than one advisor for the different portfolios

Dates

Publication

10/03/2023 12:12 PM MDT

Bid Intent

Optional

Bid Intent Deadline

10/18/2023 02:00 PM MDT

Question Acceptance Deadline

10/18/2023 03:00 PM MDT

Questions are submitted online

Closing Date

11/02/2023 03:00 PM MDT

Contact Information

Nicole Spindler

nicole.spindler@coloradosprings.gov

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

No Pricing

Bid Documents List

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