Town of Sunapee Investment Management Services RFP 2026
Town of Sunapee, Town of Sunapee, NH·City
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- Primary Contact
- Patrick Fine
- Scope Location
- Sunapee, NH
- Submission Address
- [email protected] and 23 Edgemont Road, Sunapee, NH 03782
SUMMARY
The Town of Sunapee Trustees of the Trust Funds is seeking proposals for non-discretionary investment advisory services for various trust funds. Services include asset allocation, GASB-compliant reporting, and performance monitoring.
EVALUATION CRITERIA
Past Experience (20 points), Key Personnel (20 points), Proposed Services and Management Reports (30 points), Fees (30 points)
REQUIRED DELIVERABLES
Investment Policy Statement advice, Asset allocation reviews, GASB compliant statements, Monthly and quarterly performance reports, MS-9 and MS-10 reports
REQUIRED STAFFING ROLES
account manager
This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. The next one doesn't have to get away.
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 Town of Sunapee?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 27, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: [email protected] and 23 Edgemont Road, Sunapee, NH 03782. For questions, contact Patrick Fine.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Past Experience (20 points), Key Personnel (20 points), Proposed Services and Management Reports (30 points), Fees (30 points)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Sunapee?
All active and historical solicitations from Town of Sunapee are tracked and searchable. As a city agency, Town of Sunapee 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. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Town of Sunapee for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Sunapee in NH, 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 Patrick Fine. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Sunapee, NH. 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: account manager. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Investment Policy Statement advice, Asset allocation reviews, GASB compliant statements, Monthly and quarterly performance reports, MS-9 and MS-10 reports. Proposals should clearly address how each deliverable will be met.
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