City of Alhambra Investment Management and Advisory Services RFP 2024
City of Alhambra, City of Alhambra, CA·City
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- Primary Contact
- Hsiulee Tran
- Contract Term
- 3 years
- Duration
- 24 months
- Scope Location
- Alhambra, CA
- Submission Address
- 111 S. 1st Street, Alhambra, California 91801
SUMMARY
The City of Alhambra is requesting proposals from firms to provide investment management and advisory services for approximately $139 million in investment portfolio. The initial term will be three years, with two one-year options thereafter.
EVALUATION CRITERIA
Thoroughness and Understanding the Scope of Services, Investment Management & Advisory Experience, References, Cost
REQUIRED DELIVERABLES
Original and three printed hard copies of proposal, One electronic copy in PDF format, Three copies of Cost Proposal in a separate sealed envelope.
REQUIRED ATTACHMENTS
Attachment A – Sample Professional Services Agreement, Attachment B - Scope of Services, Attachment C – City's Investment Policy
This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. The next one doesn't have to get away.
Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from City of Alhambra?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 10, 2024. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 111 S. 1st Street, Alhambra, California 91801. For questions, contact Hsiulee Tran.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Thoroughness and Understanding the Scope of Services, Investment Management & Advisory Experience, References, Cost" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Alhambra?
All active and historical solicitations from City of Alhambra are tracked and searchable. As a city agency, City of Alhambra regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
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, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment A – Sample Professional Services Agreement, Attachment B - Scope of Services, Attachment C – City's Investment Policy. Review the full document from City of Alhambra for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Alhambra in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Hsiulee Tran. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Alhambra, CA. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Original and three printed hard copies of proposal, One electronic copy in PDF format, Three copies of Cost Proposal in a separate sealed envelope.. Proposals should clearly address how each deliverable will be met.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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