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Basic Information

Reference Number

0000377268

Issuing Organization

University of Colorado Goods and Services

Owner Organization

SYS

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP_F-0000000047

Title

Investment Consulting Services

Source ID

PU.AG.USA.2569109.C16019926

Details

Location

United States, Colorado, Denver County

Purchase Type

Duration: 3 years
Option: Two (2) one (1) year renewal periods; not to exceed five (5) years.

Piggyback Contract

Description

The Regents of the University of Colorado, acting by and through the University Treasurer, is issuing this RFP. In accordance with the University’s procurement guidelines and Investment Policy Statement (IPS), the Treasurer is seeking Proposals from qualified investment consulting firms to provide comprehensive investment consulting services for the Treasury Pool and other University financial assets in a fiduciary capacity.

Dates

Publication

02/21/2025 02:07 PM MST

Question Acceptance Deadline

03/07/2025 02:00 PM MST

Questions are submitted online

Yes

Closing Date

03/25/2025 02:00 PM MDT

Contact Information

Ali Nobles

303-764-3443

ali.nobles@cu.edu

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Technical Proposal	Response to the Technical Proposal Content as outlined in Section IV. 3.	Yes	No
Cost Proposal	Cost Proposal as outlined in Section IV. 4.	Yes	No
CU Solicitation Form	CU Solicitation Form - Attachment A	Yes	No
Variances	List of all proposed modifications and/or legal issues regarding terms of the solicitation document and/or the Sample Agreement and Special Provisions.	No	No
No entries

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