Mapleton School District 1 Investment Advisory Services RFP 2017
Mapleton School District 1, CO·School
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- Scope Location
- United States, Colorado, Adams County
SUMMARY
Mapleton School District 1 is seeking proposals for investment advisory services to manage approximately $90 million in Series 2017 General Obligation Bond proceeds. Qualified firms must have 10 years of experience with Colorado public entities and meet specific insurance and registration requirements.
EVALUATION CRITERIA
Safety, liquidity, yield
REQUIRED ATTACHMENTS
Form ADV Part 2
REQUIRED STAFFING ROLES
portfolio manager, relationship manager
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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 RFP from Mapleton School District 1?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 25, 2017. Be sure to include all required attachments as outlined in the solicitation.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Safety, liquidity, yield" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Mapleton School District 1?
All active and historical solicitations from Mapleton School District 1 are tracked and searchable. As a school agency, Mapleton School District 1 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: Form ADV Part 2. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Mapleton School District 1 for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Mapleton School District 1 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 is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: United States, Colorado, Adams County. Review the full solicitation for detailed scope requirements.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: portfolio manager, relationship manager. Proposers should demonstrate relevant qualifications and experience for each required role.
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