Project Information

Bid Title

INVESTMENT ADVISORY SERVICES

Issuing Agency

City of Phoenix

Location

Arizona

Published Date

Jan 15, 2025

Closing Date

Feb 28, 2025

Government Level

State & Local

Status

Closed

Ref. #

RTM RFP 24-002

Original Source

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Bid Documents

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Project Description

INVESTMENT ADVISORY SERVICES

Updated: 01/15/2025 10:13 AM

Updated: 01/15/2025 10:13 AM

Solicitation Details

Solicitation/Project Number

RTM RFP 24-002

Department

Retirement Systems

Contract Specialist/Procurement Officer

Trista E Sims

Pre-Offer Conference/Pre-Submittal Meeting

01/22/2025 2:00 PM

Date Due

02/28/2025 2:00 PM

NIGP

918-49 - Finance/Economics Consulting

The Board of Directors of the City of Phoenix Employees’ Retirement System (COPERS) invites sealed proposals for financial and investment advisory services for a five-year term to provide a full range of financial and investment advisory services.

Associated Files

• RTM RFP 24-002 Investment Advisory Services (01.10.2025).pdf

  (pdf)

• [A] SIGNATURE_PAGE.pdf

  (pdf)

• [B] EXHIBIT_A_-_SCOPE_OF_WORK_-_COPERS.pdf

  (pdf)

• [C] EXHIBIT_B_-_FEE_SCHEDULE_-_COPERS.pdf

  (pdf)

• [D] EXHIBIT_C_-_CERTIFICATE_OF_INSURANCE.pdf

  (pdf)

• [E] EVALUATION_REQUIREMENTS_INSTRUCTIONS.pdf

  (pdf)

• [F] RTM_RFP_24-002_Submittals_-_Offer_Page.pdf

  (pdf)

• [G] PART_C_-_Pricing_Proposal_Template.xlsx

  (xlsx)

• [H] RTM_RFP_24-002_References.pdf

  (pdf)

• [I] RTM_RFP_24-002_Submittals_-_Conflict_of_Interest_and_Transparency.pdf

  (pdf)

• [J] PART_A_-_Qualifications_and_Experience_-_COPERS - HG.docx

  (docx)

• [K] PART_B_-_Method_of_Approach_-_COPERS_-_HG.docx

  (docx)

• [L] RTM_RFP_24-002_Submittal_Checklist.pdf

  (pdf)

Commodity Codes

• NAICS 523930Investment Advice
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541618Other Management Consulting Services

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