4826_Addendum_1_FINAL.pdf
PDF 129 KB Posted
- Solicitation number
- BPM006954
- Issued by
- Maricopa County, Chandler City, Arizona
About this file
This addendum, issued by the City of Chandler, Arizona on May 20, 2025, provides supplemental information to Investment Management Services Solicitation No. MS5-918-4826. The City intends to select two investment management firms through this RFP to manage its municipal investment portfolio, with the intention of continuing its current practice of dividing accounts approximately evenly between two providers. The original solicitation was posted on May 5, 2025, with proposals due by June 4, 2025. Attachment 1 to this addendum contains additional information regarding account balances across various investment accounts maintained by the City, with the notation that account balances may fluctuate throughout the fiscal year.
Regarding pricing and submission requirements, prospective offerors must submit fee schedules in the format requested within the RFP for evaluation purposes. However, vendors are permitted to submit alternative fee schedules as supplementary materials with their RFP responses. The City currently maintains relationships with two incumbent investment management firms and seeks to continue this dual-provider arrangement through the competitive bidding process. Christina Pryor, CPPO and Procurement and Supply Senior Manager for the City, serves as the primary contact for inquiries related to this solicitation.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 4826_RFP_FINAL.pdf |
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
May 20, 2025
Investment Management Services Solicitation No. MS5-918-4826
Addendum No. 1
Additional Information: The city currently works with two investment management firms. The city intends to continue to work with two investment management firms, to be selected as a result of this RFP. Currently, accounts are divided approximately evenly between the two firms. See Attachment 1 to this addendum for additional information about account balances by investment account. Please note that account balances can vary throughout the year.
Question: May fee schedules other than that in the RFP be proposed?
Response: For the purposes of evaluation, please submit the fee schedule as requested in the RFP.
Alternative fee schedules may be submitted with the response to the RFP.
Attachment 1
End of Addendum
Christina Pryor, CPPO Procurement and Supply Senior Manager
Email: christina.pryor@chandleraz.gov mailto:christina.pryor@chandleraz.gov
File details come from the government source that posted it. Updated .