North Penn School District Investment Consulting Services RFP
North Penn SDSchool · Lansdale, PA- Due
- Mar 20, 2026
- Deadline passed
- Posted
- Feb 16, 2026
- Contract term
- 5 years
- Primary contact
- Rebecca Livsey
The 30-second brief
North Penn School District is soliciting proposals from qualified and experienced investment consulting firms to provide investment consulting services for approximately $100-$150 million in operating and capital funds. The contract will be for a period of five (5) years.
Qualifications/Technical Proposal, Fee Proposal
Understanding of the overall investment policy and the investment objectives and its unique constraints, Experience, resources, and qualifications of the firm and individuals assigned to this account, Experience of the firm in managing state/local government portfolios, Recommended approach to management of portfolio, Independence from products offered, Fees
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Summary
North Penn School District is soliciting proposals from qualified and experienced investment consulting firms to provide investment consulting services for approximately $100-$150 million in operating and capital funds. The contract will be for a period of five (5) years.
EVALUATION CRITERIA
Understanding of the overall investment policy and the investment objectives and its unique constraints, Experience, resources, and qualifications of the firm and individuals assigned to this account, Experience of the firm in managing state/local government portfolios, Recommended approach to management of portfolio, Independence from products offered, Fees
REQUIRED DELIVERABLES
Qualifications/Technical Proposal, Fee Proposal
REQUIRED ATTACHMENTS
3- Exhibit A
- Exhibit B
- Exhibit C
- Submit to
- North Penn School District Business Office, 401 E. Hancock Street, Lansdale, PA 19466
- Reported agency
- North Penn School District
Questions about this RFP
How do I respond to this RFP from North Penn SD?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 20, 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: North Penn School District Business Office, 401 E. Hancock Street, Lansdale, PA 19466. For questions, contact Rebecca Livsey.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including North Penn SD in PA, 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 Rebecca Livsey. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Qualifications/Technical Proposal, Fee Proposal. 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: "Understanding of the overall investment policy and the investment objectives and its unique constraints, Experience, resources, and qualifications of the firm and individuals assigned to this account,..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from North Penn SD?
All active and historical solicitations from North Penn SD are tracked and searchable. As a school agency, North Penn SD 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 5 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: Exhibit A, Exhibit B, Exhibit C. Review the full document from North Penn SD for the complete list.