Eureka Fire Protection District Investment Advisor Services RFP 2026
Eureka Fire Protection DistrictFire District · Eureka, MO- Due
- Jul 24, 2026
- Deadline passed
- Posted
- Jun 23, 2026
- Primary contact
- Thomas Clark
The 30-second brief
Eureka Fire Protection District is seeking an investment advisor for its Defined Benefit, 401(a), and 457 retirement plans. Proposals are due July 24, 2026, and must include a five-page proposal and completed questionnaire.
Written proposal, Limited scope questionnaire, Investment Policy Statement sample, Investment Monitoring Report sample, SEC Form ADV Part I and II
Demonstrated experience partnering with Lincoln and Future Plan, proactive approach to plan sponsor support, clear approach to participant education
Hear what Eureka Fire Protection District plans next before it's posted.
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Summary
Eureka Fire Protection District is seeking an investment advisor for its Defined Benefit, 401(a), and 457 retirement plans. Proposals are due July 24, 2026, and must include a five-page proposal and completed questionnaire.
EVALUATION CRITERIA
3- Demonstrated experience partnering with Lincoln and Future Plan
- Proactive approach to plan sponsor support
- Clear approach to participant education
REQUIRED DELIVERABLES
5- Written proposal
- Limited scope questionnaire
- Investment Policy Statement sample
- Investment Monitoring Report sample
- SEC Form ADV Part I and II
REQUIRED ATTACHMENTS
3- Investment Policy Statement
- Investment Monitoring Report
- SEC Form ADV Part I and II
- Submit to
- 4849 Highway 109, Eureka, MO 63025
- Scope location
- Eureka, MO
Questions about this RFP
How do I respond to this RFP from Eureka Fire Protection District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 24, 2026. 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: 4849 Highway 109, Eureka, MO 63025. For questions, contact Thomas Clark.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Eureka Fire Protection District in MO, 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 Thomas Clark. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Written proposal, Limited scope questionnaire, Investment Policy Statement sample, Investment Monitoring Report sample, SEC Form ADV Part I and II. 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: "Demonstrated experience partnering with Lincoln and Future Plan, proactive approach to plan sponsor support, clear approach to participant education" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Eureka Fire Protection District?
All active and historical solicitations from Eureka Fire Protection District are tracked and searchable. As a fire district agency, Eureka Fire Protection District 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: Investment Policy Statement, Investment Monitoring Report, SEC Form ADV Part I and II. Review the full document from Eureka Fire Protection District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Eureka, MO. Review the full solicitation for detailed scope requirements.
