Town of Essex Investment Management Services for the Town of Essex - RFP-CD-26-001 (2026)
Town of EssexCity · Essex, ON- Due
- Mar 25, 2026
- Deadline passed
- Posted
- Mar 3, 2026
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Summary
The Town of Essex in southwestern Ontario is requesting proposals from financial institutions to provide professional investment management services.
The municipality comprises Essex Centre, Colchester Centre, Harrow Centre, and McGregor Centre, with a population of 21,216. Interested financial institutions may expand their proposals to cover additional features or performance enhancements meeting minimum specifications. The submission deadline is March 25, 2026.
- Submit to
- https://essex.bidsandtenders.ca/Module/Tenders/en/Tender/Detail/b3927419-2630-4b4a-a89a-257ebedf80cb
- Scope location
- Essex, ON
Questions about this RFP
How do I respond to this RFP from Town of Essex?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 25, 2026. Submissions should be delivered to: https://essex.bidsandtenders.ca/Module/Tenders/en/Tender/Detail/b3927419-2630-4b4a-a89a-257ebedf80cb.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Essex in ON, 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.
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Where can I find more RFPs from Town of Essex?
All active and historical solicitations from Town of Essex are tracked and searchable. As a city agency, Town of Essex 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. Review the full document from Town of Essex for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Essex, ON. Review the full solicitation for detailed scope requirements.