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RFPCLOSED

North Penn School District Investment Consulting Services RFP

North Penn SD, Lansdale, PA·School
Feb 16, 2026
Posted Date
Mar 20, 2026
Submission Deadline
Reported Agency
North Penn School District
Primary Contact
Rebecca Livsey
Contract Term
5 years
Submission Address
North Penn School District Business Office, 401 E. Hancock Street, Lansdale, PA 19466

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

Exhibit A, Exhibit B, Exhibit C
71
days late

This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. Next one doesn't have to get away.

Frequently Asked Questions

How do I respond to this RFP from North Penn SD?

To respond, review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 20, 2026. Proposals should be submitted to: North Penn School District Business Office, 401 E. Hancock Street, Lansdale, PA 19466. For questions, contact Rebecca Livsey.

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. Key factors are outlined in the Evaluation Criteria section above. Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from North Penn SD?

Civic IQ tracks all active and historical solicitations from North Penn SD. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts — giving you a complete picture of the procurement landscape.

What is the contract term for this solicitation?

The anticipated contract term is 5 years. Contract terms may include renewal options. Review the full solicitation document for details on renewal periods, performance benchmarks, and termination clauses.

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 or licenses, past performance references, and any forms or attachments specified in the solicitation. Review the full document from North Penn SD for the complete list of required submissions.

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). Some solicitations include set-aside provisions or evaluation preferences for these firms. Check the full solicitation for any small business participation goals or requirements.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This process typically includes an initial compliance check, technical evaluation, cost analysis, and may involve oral presentations or interviews with shortlisted vendors. The timeline from submission to award varies but usually takes several weeks to months.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact for this solicitation is Rebecca Livsey. Questions and answers are typically shared with all prospective bidders to ensure fairness. Check the solicitation for the question submission deadline and process.

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