8-FORM 6 - REFERENCES.pdf

This is a References Form (Form 7, Tab 1) for a solicitation issued by the City of Tallahassee, Florida, for Pension and Non-Pension Investment Consultant Services under a Fiduciary 3(21) arrangement. The form requires vendors to submit three (3) professional references to validate their qualifications and experience. Each reference entry must include the name of the company, contact person with phone number and email address, a description of the project and services provided, and the contract dates or terms including start and end dates. At a minimum, documentation of federal, state, or local contract experience must be provided. The form is identified as RFP-111-25-KM and must be completed and submitted in accordance with Tab 1 requirements of the solicitation.

The City of Tallahassee seeks qualified firms to serve as investment consultants under the oversight of the Sinking Fund Commission, which manages pension fund investments, and the Investment Advisory Committee, which advises on non-pension investments. The Sinking Fund Commission comprises four city commissioners, the mayor, and three appointed community members with financial expertise. References provided will be contacted by the City to confirm the accuracy of vendor-submitted information and to assess the firm's relevant experience in managing pension and non-pension investment portfolios for comparable municipal entities.