Appendix B (1) Participation Range Memo.pdf
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- Solicitation number
- 21261016131624
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- Pennsylvania
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This is a Participation Range Memo from the City of Philadelphia Office of Economic Opportunity regarding a Municipal Advisor RFP issued by the Office of the City Treasurer. The memo, dated October 15th, 2026, was prepared by Business Enterprise Specialist 2 Harsh Mehta pursuant to Mayor's Executive Order No. 06-25 and establishes participation requirements for Small Business Enterprises (SBEs) and Local Business Entities (LBEs). The project involves selecting qualified institutions to serve as Municipal Advisors for the City of Philadelphia. The applicable NAICS codes are 523991 (Trust, Fiduciary, and Custody Activities) and 523940 (Portfolio Management and Investment Advice).
The memo indicates that no specific participation ranges have been established for SBEs, LBEs, or S/LBEs for this project, with all range categories (Micro, Emerging, Midsize, and Macro) set at zero percent. However, respondents are still required to exercise best and good faith efforts to include SBEs, LBEs, or S/LBEs in their proposals. The determination to establish no participation ranges was made after reviewing the type and scope of the project, its estimated dollar value, the availability of qualified SBEs and LBEs for this service category, and applicable legal requirements.
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Text version
SLBP – Appendix 1 Rev. Date: August 2026
CITY OF PHILADELPHIA
OFFICE OF ECONOMIC OPPORTUNITY
APPENDIX 1
Participation Range Memo
TO : Edna Abrah-Asiedu, Assistant City Treasurer, City Treasurer
FROM : Harsh Mehta, Business Enterprise Specialist 2 Office of Economic Opportunity
SUBJECT : Project – Municipal Advisor RFP
Mayor’s Executive Order No. 06-25 – Small Business Enterprise (SBE) and Local Business Entity (LBE) Participation Ranges
DATE : October 15th, 2026
Pursuant to Executive Order No. 06-25, OEO has set [no]/ [the below] Participation Ranges for the subject Project, after reviewing, among other things, the type and scope of the Project at issue, the estimated dollar value of the Project, the number of SBEs and LBEs that may be available to participate in the type of Project, and applicable legal requirements for the contract or project:
SBE Ranges
Micro %
Emerging %
Midsize %
Macro %
Other (if applicable) %
Total SBE Range 0%
LBE or S/LBE Ranges
LBE Range %
S/LBE Range %
Best and Good Faith Efforts This Project does not have established ranges for the participation of SBEs, LBEs, or S/LBEs, but Respondent is still required to exercise Best and Good Faith Efforts to include SBEs, LBEs, or S/LBEs in its Proposal.
NAICS Code XXX – 523991: Trust, Fiduciary, and Custody Activities 523940: Portfolio Management and Investment Advice
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