Project Information

Bid Title

Investment Consulting Services

Issuing Agency

City of Phoenix

Location

Arizona

Published Date

Feb 21, 2025

Closing Date

Mar 21, 2025

Government Level

State & Local

Status

Closed

Ref. #

RFP PS-25-0542

Original Source

Join to Access Full Details

Bid Inquiries

Join to Access Full Details

Bid Documents

Join to Access Full Details

Project Description

Investment Consulting Services

Updated: 02/21/2025 9:30 AM

Updated: 02/21/2025 9:30 AM

Solicitation Details

Solicitation/Project Number

RFP PS-25-0542

Department

Finance

Contract Specialist/Procurement Officer

Benjamin A Arballo

Pre-Offer Conference/Pre-Submittal Meeting

02/28/2025 2:00 PM

Date Due

03/21/2025 2:00 PM

NIGP

946-56 - Investment Management Services

The City of Phoenix invites sealed offers for financial and investment advisory services for trust funds for a five-year (5) term, with two (2) option years commencing on or about 8/1/2025.

Associated Files

• RFP PS-25-0542 Investment Consulting Services

  (pdf)

• Submittals

  (pdf)

• Pricing Proposal

  (xlsx)

• Attachment A - Minimum Qualifications Questionnaire

  (pdf)

• Attachment B - Evaluation Questionnaire

  (pdf)

Commodity Codes

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

* Disclaimer: Government BidHub provides information on bids, RFPs (Requests for Proposals), and RFQs (Requests for Qualifications) solely for convenience and informational purposes. This site is not an official public notice board. For official details, responses, or inquiries, please contact the relevant government agency directly.