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RFPCLOSED

Request For Proposals For Investment Advisor Services For The Village/town Of Mount Kisco, Ny

Mount Kisco Housing Authority, Mount Kisco, NY·Local Housing Authority
Sep 15, 2025
Posted Date
Oct 07, 2025
Submission Deadline
Reported: Village/Town of Mount Kisco
Lizette Davis
(914) 864-0001
Mount Kisco, NY
Submit at: Mount Kisco, NY

Summary

The Village/Town of Mount Kisco is seeking proposals from qualified firms to manage the diversified portfolio of its Length of Service Award Program (LOSAP). The selected firm will act as an investment advisor/manager, supporting the LOSAP Board in developing and executing an investment strategy, managing the portfolio, and providing regular reports.

Evaluation Criteria

Investment style and strategy (25%), Past performance (10%), Size of firm (10%), Experience, financial resources, and staffing (25%), Proposed fees (30%).

Required Deliverables

Monthly statements, Quarterly reports (including asset allocation, Holdings detail, Performance summary, Graphs/tables), Annual reports, Monthly/quarterly/annual meetings with LOSAP Board.

Required Attachments

LOSAP Investment Policy (Appendix A), Village's Investment Policy (Appendix B), Financial Report (last annual report or financial statement), Assurances (Section F).

Section 4.2 — Scope of Services and Deliverables

The selected vendor shall provide all labor, materials, equipment, and supervision necessary to perform the services described herein. Work shall commence within fifteen (15) calendar days of the Notice to Proceed and shall be completed within the timeframe specified in the project schedule attached as Exhibit B.

Proposals must include a detailed implementation timeline, staffing plan with key personnel qualifications, and three (3) references from comparable government engagements completed within the past five years. Evaluation will be based on technical approach (40%), experience and qualifications (30%), cost proposal (20%), and small business participation plan (10%).

Source Document Available

The full solicitation document, attachments, and evaluation details are available on Civic IQ. Book a demo to get access.

Frequently Asked Questions

How do I respond to this RFP from Mount Kisco Housing Authority?

To respond, review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 7, 2025. Proposals should be submitted to: Mount Kisco, NY. For questions, contact Lizette Davis at (914) 864-0001.

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. Key factors are outlined in the Evaluation Criteria section above. Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Mount Kisco Housing Authority?

Civic IQ tracks all active and historical solicitations from Mount Kisco Housing Authority. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts — giving you a complete picture of the procurement landscape.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications or licenses, past performance references, and any forms or attachments specified in the solicitation. Review the full document from Mount Kisco Housing Authority for the complete list of required submissions.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Mount Kisco Housing Authority in NY, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Some solicitations include set-aside provisions or evaluation preferences for these firms. Check the full solicitation for any small business participation goals or requirements.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This process typically includes an initial compliance check, technical evaluation, cost analysis, and may involve oral presentations or interviews with shortlisted vendors. The timeline from submission to award varies but usually takes several weeks to months.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact for this solicitation is Lizette Davis at (914) 864-0001. Questions and answers are typically shared with all prospective bidders to ensure fairness. Check the solicitation for the question submission deadline and process.

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