Housing Authority of the City of Atlanta - Investment and Fiduciary Advisory Services - RFQ-2025-0145 (2025)
Housing Authority of the city of ATLANTA Georgia, Atlanta, GA·Local Housing Authority
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- Reported Agency
- Housing Authority of the City of Atlanta
- Primary Contact
- LaTasha Cole
- Scope Location
- Atlanta, GA
- Submission Address
- [email protected]
SUMMARY
The Housing Authority of the City of Atlanta seeks quotes from qualified, professional firms to provide Investment and Fiduciary Advisory Services to support the Retirement Fiduciary Committee (RFC) in fulfilling its fiduciary responsibilities regarding 401(a) and 457(b) plans. Services include developing investment strategies, reviewing Investment Policy Statement and benchmarks, recommending investments, monitoring performance, recommending fund lineup changes, attending quarterly RFC meetings, supporting fiduciary governance and training, ensuring regulatory compliance, and assessing trust, custodial, and administrative services. The submission deadline was June 24, 2025, at 5:00 PM EDT. Evaluation is based on industry experience (25%), staffing and qualifications (20%), approach and methodology (20%), fee proposal (15%), references (10%), and legal and compliance (10%).
EVALUATION CRITERIA
Industry Experience & Demonstrated Expertise 25 Points, Staffing and Qualifications 20 Points, Approach and Methodology 20 Points, Fee Proposal 15 Points, References 10 Points, Legal and Compliance 10 Points
REQUIRED ATTACHMENTS
Debarment Certification, affidavit, Quote Form
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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 RFQ from Housing Authority of the city of ATLANTA Georgia?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 24, 2025. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact LaTasha Cole.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Industry Experience & Demonstrated Expertise 25 Points, Staffing and Qualifications 20 Points, Approach and Methodology 20 Points, Fee Proposal 15 Points, References 10 Points, Legal and Compliance 10..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Housing Authority of the city of ATLANTA Georgia?
All active and historical solicitations from Housing Authority of the city of ATLANTA Georgia are tracked and searchable. As a local housing authority agency, Housing Authority of the city of ATLANTA Georgia 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 RFQ?
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: Debarment Certification, affidavit, Quote Form. Review the full document from Housing Authority of the city of ATLANTA Georgia for the complete list.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including Housing Authority of the city of ATLANTA Georgia 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 RFQ 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 LaTasha Cole. 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: Atlanta, GA. Review the full solicitation for detailed scope requirements.
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