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Basic Information

Reference Number

0000378513

Issuing Organization

City of Longmont

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP -425008

Title

Investment Advisory Services

Source ID

PU.AG.USA.1267.C13706251

Details

Location

United States, Colorado, Boulder County

Piggyback Contract

Description

The City of Longmont, Colorado is seeking proposals from firms with proven experience in providing investment advisory services for city operating and capital funds (non-pensions) in a non-discretionary capacity.

Dates

Publication

03/04/2025 11:08 AM MST

Bid Intent

Not Available

Question Acceptance Deadline

03/14/2025 05:00 PM MDT

Questions are submitted online

Yes

Closing Date

03/28/2025 05:00 PM MDT

Prebid Conference

03/11/2025 10:00 AM MDT

Contact Information

Nicola Davidson

303-651-8440

nikki.davidson@longmontcolorado.gov

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Pre-Bidding Events

Event Type

Prebid Conference

Attendance

Recommended

Event date

03/11/2025 10:00 AM MDT

Location

Virtual optional pre-proposal meeting via Microsoft Teams

Event Note

The City will host a virtual vendor education Pre-Proposal Conference on March 11, 2025, at 10:00 AM MDT via Microsoft Teams. The link for the meeting is included in the RFP document. The purpose of this conference is to help understand the Best Value Approach, and interpretation of this Request for Proposals (RFP) or any terms and conditions contained therein.
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Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Attachment A	Cover Page	Yes	Yes
Attachment B	Key Personnel Lead	Yes	Yes
Attachment C	Cost Proposal	Yes	Yes
Attachments D0, D1, D2	Project Capability (PC) Submittal	Yes	No
Attachment E	Reference List	Yes	Yes
Attachment I	Contract Exceptions	Yes	Yes
No entries

Additional Bidding Instructions

Organize your proposal into the following sections, in the order listed, and inclusive of all requested information using the provided forms:
1. RFP Cover Page, Declaration and Checklist (Attachment A)
2. Key Proposer Project Lead (Attachment B)
3. Project Cost Proposal (Attachment C)
4. Project Capability (PC) Submittal (Attachments D0, D1, and D2)
5. Reference List (Attachment E)
6. Contract Exceptions (Attachment I)