City of Peachtree Corners Investment Advisory Services RFP 2021
City of Peachtree Corners, City of Peachtree Corners, GA·City
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- Primary Contact
- Cory Salley · (470) 359-3896
- Contract Term
- 3 years
- Scope Location
- Peachtree Corners, GA
- Submission Address
- 310 Technology Parkway, Peachtree Corners, GA 30092
SUMMARY
The City of Peachtree Corners is soliciting proposals for an investment advisor and portfolio manager to handle $5-$8 million in non-pension funds. Proposals are due in hard copy by October 29, 2021.
EVALUATION CRITERIA
Firm's Experience (30 points), Firm's Personnel (30 points), Investment Approach (25 points), Reporting Capabilities (5 points), Fees (10 points)
REQUIRED DELIVERABLES
Proposal Letter, Section 4 Offeror Qualifications/Services, Addenda Acknowledgement, Unbound hard copy, Electronic copy (OCR PDF)
REQUIRED ATTACHMENTS
Proposal Letter, Certificate of Insurance, Audited financial statement, ADV Part II, Contract language
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 Peachtree Corners?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 29, 2021. 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: 310 Technology Parkway, Peachtree Corners, GA 30092. For questions, contact Cory Salley.
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's Experience (30 points), Firm's Personnel (30 points), Investment Approach (25 points), Reporting Capabilities (5 points), Fees (10 points)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Peachtree Corners?
All active and historical solicitations from City of Peachtree Corners are tracked and searchable. As a city agency, City of Peachtree Corners 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: Proposal Letter, Certificate of Insurance, Audited financial statement, ADV Part II, Contract language. Review the full document from City of Peachtree Corners for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Peachtree Corners in GA, 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 Cory Salley at (470) 359-3896. 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: Peachtree Corners, GA. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Proposal Letter, Section 4 Offeror Qualifications/Services, Addenda Acknowledgement, Unbound hard copy, Electronic copy (OCR PDF). Proposals should clearly address how each deliverable will be met.
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