Town of Westerville Investment Advisory Services RFP 2026
Town of WestervilleCity · Westerville, NE- Due
- Apr 29, 2026
- Deadline passed
- Posted
- Apr 1, 2026
- Primary contact
- Matt Yoder
Hear what Westerville plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The City of Westerville is seeking proposals for professional investment advisory services to enhance its investment portfolio. Services include recommending and implementing investment transactions in compliance with relevant codes and policies.
- Scope location
- RFP-26-001(FIN)
Questions about this RFP
How do I respond to this RFP from Town of Westerville?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 29, 2026. For questions, contact Matt Yoder.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Westerville in NE, 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 Matt Yoder. Questions and answers are typically shared with all prospective bidders.
Show 3 more questions
Where can I find more RFPs from Town of Westerville?
All active and historical solicitations from Town of Westerville are tracked and searchable. As a city agency, Town of Westerville 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 Westerville for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: RFP-26-001(FIN). Review the full solicitation for detailed scope requirements.