Banking & Investment Services

Project Information

Bid Title
Banking & Investment Services
Issuing Agency
City of Cedar Rapids
Location
Iowa
Published Date
Jan 27, 2025
Closing Date
Feb 28, 2025
Government Level
State & Local
Status
Closed
Ref. #
PUR0125-182
Original Source
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Project Description

Bid Information

Type Request for Proposal
Status Issued
Number PUR0125-182 (Banking & Investment Services)
Issue Date & Time 1/27/2025 01:49:24 PM (CT)
Close Date & Time 2/28/2025 03:00:00 PM (CT)
Question Cut Off Date 2/5/2025 03:00:00 PM (CT)
Notes

Notice of Request for Proposal

N otice is hereby given that sealed proposals will be received electronically before 3:00pm on Friday, February 28, 2025 , for Banking and Investment Services as requested by the City of Cedar Rapids Finance Department . The City will only accept bids submitted through the City’s Online E-Procurement portal system (IonWave).  Email, fax or hard copy Submittals are not acceptable.

Suppliers are solely responsible for correctly submitting their response into the electronic sys tem (IonWave). The City bears no responsibility for delays or errors in submittal of response by the Supplier.

Proposals will be opened on Friday, February 28, 2025 at 3:00pm CST (our clock).

Proposals will be evaluated promptly after opening.  After an award is made, a proposal summary will be sent to all companies who submitted a proposal.  Proposal results will not be given over the telephone or prior to award.  Proposals may be withdrawn any time prior to the scheduled closing time for receipt of proposals; no proposal may be modified or withdrawn for a period of sixty (60) calendar days thereafter.

Contact Information
Name Heather Mell
Address 101 First Street SE
Cedar Rapids, IA 52401
Phone (319) 286-5117
Fax
Email h.mell@cedar-rapids.org
Bid Documents
Document name Format
Bid Invitation
Acrobat / PDF BINVAVL 8046939
Bid Attachments
File Name Description File Size
Certificate to Obtain Insurance.pdf
Certificate to Obtain Insurance 85 KB 306845 6440065
Local Preference.pdf
Local Preference Forms 511 KB 306845 6440067
RFP Contract T&C.pdf
Terms and Conditions 145 KB 306845 6440068
Insurance - Consultant.pdf
Insurance Requirements 141 KB 306845 6444953
Cost Proposal - Banking and Investment Services.docx
Cost Proposal 51 KB 306845 6446433
Current MID - Banking Investing Services 2025.pdf
Current MID 142 KB 306845 6446434
Investment Policy 2024.pdf
Investment Policy 2024 313 KB 306845 6446435
Scope of Services - Banking and Investment Services.pdf
Scope of Services 221 KB 306845 6446436
Specification Response Form - Banking and Investing Services.docx
Specification Response Form 93 KB 306845 6446708
Commodity Codes
  • NAICS 523920Portfolio Management
  • NAICS 523930Investment Advice
  • NAICS 523999Miscellaneous Financial Investment Activities
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