Village of Wauconda Investment Advisory Services RFP 2022
Wauconda village (pt.)City · Wauconda, IL- Due
- Dec 9, 2022
- Deadline passed
- Contract term
- 3 years
The 30-second brief
The Village of Wauconda is soliciting proposals for investment advisory services to manage $7 - $15 million in non-pension public funds. The contract term is three years with a two-year renewal option.
Monthly portfolio reporting, Quarterly investment reports, Draft relationship agreement, Disclosures
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Summary
The Village of Wauconda is soliciting proposals for investment advisory services to manage $7 - $15 million in non-pension public funds. The contract term is three years with a two-year renewal option.
REQUIRED DELIVERABLES
4- Monthly portfolio reporting
- Quarterly investment reports
- Draft relationship agreement
- Disclosures
REQUIRED ATTACHMENTS
Attachment A (Village Investment Policy)
- Scope location
- Wauconda, IL
- Reported agency
- Village of Wauconda
Questions about this RFP
How do I respond to this RFP from Wauconda village (pt.)?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 9, 2022. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Wauconda village (pt.) in IL, 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.
What are the key deliverables?
The solicitation specifies the following deliverables: Monthly portfolio reporting, Quarterly investment reports, Draft relationship agreement, Disclosures. Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from Wauconda village (pt.)?
All active and historical solicitations from Wauconda village (pt.) are tracked and searchable. As a city agency, Wauconda village (pt.) 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 3 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: Attachment A (Village Investment Policy). Review the full document from Wauconda village (pt.) for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Wauconda, IL. Review the full solicitation for detailed scope requirements.