City of Mountlake Terrace Investment Advisory Services RFP 2025
City of Mountlake TerraceCity · Mountlake Terrace, WA- Due
- Dec 30, 2025
- Deadline passed
- Posted
- Nov 26, 2025
- Primary contact
- Lan Nuyen
- (425) 744-6207
The 30-second brief
The City of Mountlake Terrace is seeking a professional investment advisory firm to provide fiduciary oversight and strategic guidance for its public sector defined contribution plans. The firm will evaluate and implement a competitive retirement plan strategy, assist in strengthening plan governance, optimize investment performance, and identify cost efficiencies.
Cover Letter, Firm Qualifications and Experience, Key Personnel resumes, Proposed Approach and Methodology, Fee Proposal, References, Conflicts of Interest Disclosure
Firm Qualifications and Experience, Key Personnel, Proposed Approach and Methodology, Fee Proposal, References, Conflicts of Interest Disclosure
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Summary
The City of Mountlake Terrace is seeking a professional investment advisory firm to provide fiduciary oversight and strategic guidance for its public sector defined contribution plans.
The firm will evaluate and implement a competitive retirement plan strategy, assist in strengthening plan governance, optimize investment performance, and identify cost efficiencies.
EVALUATION CRITERIA
6- Firm Qualifications and Experience
- Key Personnel
- Proposed Approach and Methodology
- Fee Proposal
- References
- Conflicts of Interest Disclosure
REQUIRED DELIVERABLES
7- Cover Letter
- Firm Qualifications and Experience
- Key Personnel resumes
- Proposed Approach and Methodology
- Fee Proposal
- References
- Conflicts of Interest Disclosure
REQUIRED ATTACHMENTS
7- Cover Letter
- Firm Qualifications and Experience
- Key Personnel resumes
- Proposed Approach and Methodology
- Fee Proposal
- References
- Conflicts of Interest Disclosure
- Submit to
- [email protected]
Questions about this RFP
How do I respond to this RFP from City of Mountlake Terrace?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 30, 2025. 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: [email protected]. For questions, contact Lan Nuyen.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Mountlake Terrace in WA, 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 Lan Nuyen at (425) 744-6207. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Cover Letter, Firm Qualifications and Experience, Key Personnel resumes, Proposed Approach and Methodology, Fee Proposal, References, Conflicts of Interest Disclosure. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Firm Qualifications and Experience, Key Personnel, Proposed Approach and Methodology, Fee Proposal, References, Conflicts of Interest Disclosure" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Mountlake Terrace?
All active and historical solicitations from City of Mountlake Terrace are tracked and searchable. As a city agency, City of Mountlake Terrace 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. This solicitation specifically requires the following attachments: Cover Letter, Firm Qualifications and Experience, Key Personnel resumes, Proposed Approach and Methodology, Fee Proposal, References, Conflicts of Interest Disclosure. Review the full document from City of Mountlake Terrace for the complete list.