City of Loveland Investment Advisory Services RFP 2026
City of LovelandCity · Loveland, CO- Due
- Jul 30, 2026
- Deadline passed
The 30-second brief
The City of Loveland is soliciting proposals from qualified firms to provide professional non-discretionary investment advisory services for the City's investment portfolio. The selected advisor will assist in managing funds within Larimer County, Colorado, ensuring compliance with local investment policies and optimizing portfolio performance. The scope specifically calls for non-discretionary services, where the City retains final authority over individual investment decisions based on the advisor's expert recommendations. Responses are due no later than 2:00 PM on July 30, 2026, through the BidNet Direct portal.
Professional non-discretionary investment advisory services
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Summary
The City of Loveland is soliciting proposals from qualified firms to provide professional non-discretionary investment advisory services for the City's investment portfolio.
The selected advisor will assist in managing funds within Larimer County, Colorado, ensuring compliance with local investment policies and optimizing portfolio performance. The scope specifically calls for non-discretionary services, where the City retains final authority over individual investment decisions based on the advisor's expert recommendations. Responses are due no later than 2:00 PM on July 30, 2026, through the BidNet Direct portal.
REQUIRED DELIVERABLES
Professional non-discretionary investment advisory services
- Submit to
- BidNet Direct
- Scope location
- Loveland, CO
Questions about this RFP
How do I respond to this RFP from City of Loveland?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 30, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: BidNet Direct.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Loveland in CO, 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.
What are the key deliverables?
The solicitation specifies the following deliverables: Professional non-discretionary investment advisory services. Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from City of Loveland?
All active and historical solicitations from City of Loveland are tracked and searchable. As a city agency, City of Loveland regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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. Review the full document from City of Loveland for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Loveland, CO. Review the full solicitation for detailed scope requirements.