Investment_Advisory_Services_for_the_City_of_Cheyenne.pdf
PDF 357 KB Posted
- Solicitation number
- RFP 2-27
- Issued by
- Niobrara County, Wyoming
About this file
This Request for Proposal (RFP 2-27) is issued by the City of Cheyenne, Wyoming, seeking qualified, SEC-registered investment advisory firms to actively manage an investment portfolio of approximately $100 million. The selected firm will provide investment management services tailored to the City's financial objectives, liquidity needs, and statutory requirements. The RFP was released on October 30, 2026, with legal advertisements published on November 4 and November 11, 2026. The deadline for submitting written questions is December 11, 2026, at 5:00 pm, with addenda responses due by December 17, 2026, at 5:00 pm. Proposals must be submitted electronically through the City's eProcurement Portal (https://procurement.opengov.com/portal/cheyennecity) by January 8, 2027, at 3:00 pm. Email and fax submissions will not be accepted. The City will utilize a two-step selection process requiring proposers to submit both technical and price proposals simultaneously. The selected firm will be required to sign a professional services agreement incorporating the RFP terms and conditions and provide a Certificate of Insurance as specified in the agreement.
Proposals must remain valid for at least 120 days from submission. Proposers are instructed to ensure that pricing information is not included in the technical proposal portion of their submission. The contact for questions and inquiries is TJ Barttelbort, Purchasing Manager, at tbarttelbort@cheyennecity.org or (307) 773-1045. All proposals and supporting documents become public information after submission, subject to Wyoming Public Records Act provisions, unless the proposer designates specific information as proprietary or financial and marks it accordingly. The RFP does not identify any specific set-asides, incumbent contractors, or contract renewal options. Funding sources and pricing structures are not detailed in this RFP document.
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| RFP_2-27_Investment_Services.pdf |
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Text version
REQUEST FOR PROPOSAL
RFP 2-27
INVESTMENT ADVISORY SERVICES FOR THE CITY OF CHEYENNE
City of Cheyenne
2101 O'Neil Ave., Room 309
Cheyenne, WY 82001
RELEASE DATE: October 30, 2026
DEADLINE FOR QUESTIONS: December 11, 2026
RESPONSE DEADLINE: January 8, 2027, 3:00 pm
RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:
https://procurement.opengov.com/portal/cheyennecity
City of Cheyenne
REQUEST FOR PROPOSAL
Investment Advisory Services for the City of Cheyenne
I. Introduction II. Request for Proposal
III. Vendor Questionnaire
Attachments:
A - RFP 2-27 Investment Services
Request For Proposal #RFP 2-27 Title: Investment Advisory Services for the City of Cheyenne
1. Introduction
1.1. Summary
The City of Cheyenne is soliciting proposals from qualified, SEC-registered investment advisory firms to actively manage an investment portfolio of up to approximately $100 million. The selected firm will provide investment management services tailored to the City’s financial objectives, liquidity needs, and statutory requirements.
1.2. Contact Information
TJ Barttelbort
Purchasing Manager
2101 O'Neil Ave, Room 309
Cheyenne, WY 82001
Email: tbarttelbort@cheyennecity.org
Phone: (307) 773-1045
Department:
Purchasing
1.3. Timeline
A full schedule for this procurement can be found within the RFP.
Release Project Date October 30, 2026
1st Legal Advertisement November 4, 2026
2nd Legal Advertisement November 11, 2026
Question Submission Deadline December 11, 2026, 5:00pm
Addendum Response Deadline December 17, 2026, 5:00pm
Proposal Submission Deadline January 8, 2027, 3:00pm mailto:tbarttelbort@cheyennecity.org tel:(307)773-1045
2. Request for Proposal
Investment Advisory Services for the City of Cheyenne
RFP 2-27
2.1. PROPOSAL REQUIREMENTS
To be considered, proposals must be received via the City's eProcurement Portal
Any proposal received after that time shall not be considered Email or fax submittals shall not be considered.
2.2. PROPOSAL SUBMISSION FORMAT
The City will utilize a two-step process for selection through this solicitation. This process dictates that proposers divide their submittals into two parts: a technical proposal and a price proposal. Proposers shall submit their technical proposals and price proposals simultaneously on the date and time specified in this RFP via the City's eProcurement Portal.
2.3. TECHNICAL PROPOSAL:
Technical proposal shall be uploaded to the Vendor Questionnaire (Section 4).
2.4. PRICE PROPOSAL:
Price proposal shall be uploaded to the Vendor Questionnaire (Section 4).
PROPOSERS ARE INSTRUCTED TO ENSURE THAT ANY PRICING INFORMATION IS NOT INCLUDED IN THE
TECHNICAL PROPOSAL.
2.5. ADDENDA
Any and all Proposers may make inquiries in writing to City at any time prior to 5:00 pm on Friday, December 11, 2026. Any written question of a Proposer regarding the meaning or interpretation of the
RFP, work scope, specifications, etc., must be submitted to the City prior to the above specified date.
The City shall make reasonable efforts to ensure that clarifications given to any prospective Proposer shall be similarly furnished to all prospective Proposers in summary form as an addendum to this RFP if the lack of such information could reasonably be considered prejudicial towards uninformed Proposers.
No technical assistance shall be given by the City to any Proposer in preparation of its proposal.
The City intends to respond to all questions and inquires no later than, Thursday, December 17, 2026
Written inquiries shall be submitted via the City's eProcurement Portal.
Any or all changes, additions, or clarifications in connection with this RFP shall be issued by the City in the form of written addenda. Oral comments, responses and/or representations shall not be binding upon the City.
https://procurement.opengov.com/portal/cheyennecity
If any Addenda are issued, each Proposer must acknowledge each addenda via the City's eProcurement
Portal.
THE CITY WILL CONSIDER AS INCOMPLETE ANY PROPOSAL IN WHICH ALL ADDENDA ARE NOT
ACKNOWLEDGED, AND THIS WILL BE A BASIS FOR PROPOSAL REJECTION.
2.6. AWARD OF CONTRACT
The selected Agency shall be required to sign a professional services agreement in the form provided by the City of Cheyenne, which will incorporate this RFP and the proposal submitted by that advisor and agree to the terms and conditions therein. Any violation of professional services agreement provisions by the advisor will be cause for immediate termination.
The selected firm shall provide a Certificate of Insurance, as required in the Professional Services
Agreement.
2.7. DISCLOSURE OF PROPOSAL CONTENTS
All proposals and supporting documents, except such information that discloses proprietary or financial information submitted in response to qualification statements, becomes public information held in custody of the City after the proposal submittal date given in this RFP. The City assumes no liability for the use or disclosure of technical or cost data submitted by any proposer.
Nevertheless, if a proposal contains information that the proposer does not want disclosed to the public, or used for any purpose other than the evaluation of this offer, all such information must be indicated with the following or similar statement:
The information contained on pages ______ shall not be duplicated or used in whole or in part for any purpose other than to evaluate the proposal provided. If a contract is awarded to this firm as a result of the submission of such information, the City of Cheyenne shall have the right to duplicate, use or disclose this information to the extent provided in the contract. This restriction does not limit the City of Cheyenne’s right to use the information contained herein if obtained from another source.
All such nondisclosure items specified in the proposal shall be subject to disclosure as provided in the
Wyoming Public Records Act or as otherwise provided by law.
3. Vendor Questionnaire
3.1. Upload your Technical Proposal *
Please upload file in PDF file format.
*Response required
3.2. Upload your Price Proposal*
Please upload file in PDF file format.
*Response required
3.3. Have you read and understood all aspects of the RFP?*
☐ Yes
☐ No
*Response required
3.4. Proposal Shelf Life *
Please confirm your proposal will be valid for at least 120 days
☐ Please confirm
*Response required
3.5. PROPOSER INFORMATION
3.5.1. PROPOSER / FIRM NAME *
Name of Company Submitting Bid.
*Response required
3.5.2. FIRMS PHYSICAL ADDRESS*
Please provide, Street Address, City, State, and Zip Code.
*Response required
3.5.3. FIRM PHONE NUMBER*
Please provide phone number for Firm.
*Response required
3.5.4. FIRM E-MAIL ADDRESS*
Please provide e-mail address for Firm.
*Response required
3.5.5. PROPSERS SIGNATURE (NAME & TITLE)*
Please type the Name & Title of person authorized to submit a Proposal on behalf of the Firm.
*Response required
| 1. Introduction |
| 1.1. Summary |
| 1.2. Contact Information |
| 1.3. Timeline |
| 2. Request for Proposal |
| 2.1. PROPOSAL REQUIREMENTS |
| 2.2. PROPOSAL SUBMISSION FORMAT |
| 2.3. TECHNICAL PROPOSAL: |
| 2.4. PRICE PROPOSAL: |
| 2.5. ADDENDA |
| 2.6. AWARD OF CONTRACT |
| 2.7. DISCLOSURE OF PROPOSAL CONTENTS |
| 3. Vendor Questionnaire |
| 3.1. Upload your Technical Proposal * |
| 3.2. Upload your Price Proposal* |
| 3.3. Have you read and understood all aspects of the RFP?* |
| 3.4. Proposal Shelf Life * |
| 3.5. PROPOSER INFORMATION |
| 3.5.1. PROPOSER / FIRM NAME * |
| 3.5.2. FIRMS PHYSICAL ADDRESS* |
| 3.5.3. FIRM PHONE NUMBER* |
| 3.5.4. FIRM E-MAIL ADDRESS* |
| 3.5.5. PROPSERS SIGNATURE (NAME & TITLE)* |
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