Metro Water Investment Advisor Services RFP 2026
Salt Lake-Sandy Metropolitan Water DistrictUtility District · Cottonwood Heights, UT- Due
- May 11, 2026
- Deadline passed
- Posted
- Apr 20, 2026
- Primary contact
- Annalee Munsey
- (801) 942-9623
The 30-second brief
Metro Water is seeking proposals from qualified firms to provide Investment Advisor Services. Services include developing and reviewing investment strategies, assisting with portfolio management, and providing reporting on investment performance. The total funds for investment are approximately $35 million and are projected to increase.
Monthly report of investment transactions, Quarterly performance reports, Quarterly affirmation of compliance, Semiannual Deposit and Investment Report.
General background and financial strength (33%), Approach and scope of work (20%), Investment advisor (30%), Investment team (10%), Fee proposal (7%).
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Summary
Metro Water is seeking proposals from qualified firms to provide Investment Advisor Services.
Services include developing and reviewing investment strategies, assisting with portfolio management, and providing reporting on investment performance. The total funds for investment are approximately $35 million and are projected to increase.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
4- Monthly report of investment transactions
- Quarterly performance reports
- Quarterly affirmation of compliance
- Semiannual Deposit and Investment Report
REQUIRED ATTACHMENTS
4- Resumes of key staff members (in appendix)
- Insurance coverage details
- Proposed agreement for services (Attachment A)
- Insurance and Bond Requirements (Exhibit C)
- Submit to
- U3P
- Reported agency
- The Metropolitan Water District of Salt Lake & Sandy
Questions about this RFP
How do I respond to this RFP from Salt Lake-Sandy Metropolitan Water District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 11, 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: U3P. For questions, contact Annalee Munsey.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Salt Lake-Sandy Metropolitan Water District in UT, 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 Annalee Munsey at (801) 942-9623. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Monthly report of investment transactions, Quarterly performance reports, Quarterly affirmation of compliance, Semiannual Deposit and Investment Report.. 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: "General background and financial strength (33%), Approach and scope of work (20%), Investment advisor (30%), Investment team (10%), Fee proposal (7%)." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Salt Lake-Sandy Metropolitan Water District?
All active and historical solicitations from Salt Lake-Sandy Metropolitan Water District are tracked and searchable. As a utility district agency, Salt Lake-Sandy Metropolitan Water 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: Resumes of key staff members (in appendix), Insurance coverage details, Proposed agreement for services (Attachment A), Insurance and Bond Requirements (Exhibit C).. Review the full document from Salt Lake-Sandy Metropolitan Water District for the complete list.