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Basic Information

Reference Number

0000009396

Issuing Organization

City of Longmont

Owner Organization

Finance Department

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-DH-7517 Investment Consultant

Title

Investment Consulting Services for Defined Benefit Pension Plans

Source ID

PU.AG.USA.1267

Details

Location

United States, Colorado

Delivery Point

Longmont, CO

Purchase Type

Duration: Other Term

Piggyback Contract

Description

Summary of Specifications:
The City of Longmont is seeking proposals from qualified firms for investment consultant services to assist the defined benefit pension boards in carrying out their fiduciary responsibilities. The City of Longmont utilizes qualified consultants to provide independent, objective, and creative input in the process of fulfilling its fiduciary responsibilities. The consultant employed by the City will be expected to offer analysis, advice, and recommendations with respect to:

�� Investment Policies and Investment Management Structure �� Manager Selection �� Performance Evaluation �� On-Site Consultation and Assistance �� Attendance at quarterly board meetings �� Special Requests.

Dates

Publication

05/15/2007 06:18 PM EDT

Questions are submitted online

Closing Date

06/14/2007 12:00 PM EDT

Contact Information

Danielle Hinz, CPPO, C.P.M.

303-651-8494

danielle.hinz@ci.longmont.co.us

Additional Information

Delivery Date

August 1, 2007

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Bid Submission Process

Bid Submission Type

Physical Bid Submission