Section 4.3~11.docx
DOCX document 53 KB Posted
- Attached to
- Investment Advisory Services
- Solicitation number
- FM-23-323
- Issued by
- California
About this file
This is a Narrative Proposal Template document for the City of Long Beach's Investment Advisory Services RFP (FM-23-323). The template establishes the required format and content structure for organizations submitting proposals to provide investment advisory services related to the City's investment portfolio. Proposers must complete all sections of the editable template, including organizational capacity and experience information, references, subcontractor details if applicable, method of approach, and communications and reporting procedures. The template requires proposers to provide company information, Federal Tax ID, authorized representative contact details, descriptions of organizational qualifications and experience length, employee counts, key staff resumes, and a minimum of five professional references with project managers and contact information.
The proposal template requires detailed information about the proposed approach to services and deliverables, accuracy and real-time reporting capabilities, work plans with timelines aligned to the City's fiscal year (October through September), and required collaboration and information needs from City staff. Proposers using subcontractors must provide complete capacity and experience information for each subcontractor, including specific RFP requirements they will perform, qualifications, and staffing details. The template mandates documentation of communication and coordination methods to ensure conformance with RFP objectives and requires contractors to provide proof of subcontractor payments to the City. The proposal must address how the contractor will maintain oversight and reporting of all subcontractor activities throughout the contract period.
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Other files
| File | Type | Posted |
|---|---|---|
| Addendum #1 RFP 23-323 Investment Advisory Services(KA).pdf | ||
| VISA Questionnaire.docx | DOCX document | |
| Notice of Intent~16.pdf | ||
| FM-23-323 Investment Advisory Services.pdf | ||
| Attachment A Authorization and Certification Form~24.pdf |
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Text version
4.3 Narrative Proposal Template
An editable version of the template below has been posted to Long Beach Buys. Proposers should complete the editable template and submit it as their narrative proposal.
Organizational Capacity & Experience
PROPOSER CONTACT INFORMATION
| Organization |
| Company Name |
Company Address
Federal Tax ID Number
Website
| Authorized Representative |
| Name |
Title
Email Address
Phone Number
| Other Point of Contact (if required) |
| Name |
Title
Email Address
Phone Number
PROPOSER CAPACITY & EXPERIENCE
| What type of enterprise is the organization? |
| ☐ Non-Profit |
☐ Sole Proprietorship
☐ General Partnership
☐ Corporation
State and Date of incorporation:
☐ Limited Liability Company
☐ Other _________________________________
Please describe why the organization is qualified to provide the services described in this RFP (1-2 paragraphs).
Please describe the length of time the organization has been providing the services described in this RFP (1-3 sentences)
How many employees does the organization have in total and residing in Long Beach?
Where are the representative(s) that would service the City’s account located?
Who are the key staff involved in the project? For each, please a name, title, and resume either as an attachment or 1 paragraph description.
REFERENCES
| Reference 1 |
| Company |
Project Manager
Phone Number
Project Description
Project Start and End Dates
| Reference 2 |
| Company |
Project Manager
Phone Number
Project Description
Project Start and
| Reference 3 |
| Company |
Project Manager
Phone Number
Project Description
Project Start and
| Reference 4 |
| Company |
Project Manager
Phone Number
Project Description
Project Start and
| Reference 5 |
| Company |
Project Manager
Phone Number
Project Description
Project Start and
SUB-CONTRACTOR CONTACT INFORMATION
| Does the proposal include subcontractors? |
| ☐ Yes |
☐ No
If applicable, provide the following for all subcontractors included in this proposal.
| Organization |
| Company Name |
Company Address
| Authorized Representative |
| Name |
Title
Email Address
Phone Number
| Other Point of Contact (if required) |
| Name |
Title
Email Address
Phone Number
SUBCONTRACTOR CAPACITY & EXPERIENCE
| What type of enterprise is the organization? |
| ☐ Non-Profit |
☐ Sole Proprietorship
☐ General Partnership
☐ Corporation
State and Date of incorporation:
☐ Limited Liability Company
☐ Other _________________________________
Which specific requirements of this RFP will the subcontractor perform?
Please describe why the organization is qualified to provide the services described in this RFP (1-2 paragraphs).
Please describe the length of time the organization has been providing the services described in this RFP (1-3 sentences).
How many employees does the organization have nationally, locally, and residing in Long Beach?
Where are the representative(s) that would service the City’s account located?
Provide name, title and brief responsibilities of key staff that will be involve in assisting us with any urgent or general questions.
Method of Approach
1. Please provide a brief overview of the services and deliverables that will be provided to meet the goals described in this RFP
2. Please explain your approach in providing accuracy and real-time reports.
3. Please summarize the proposed work plan with time-lines for services and deliverables to be provided. Include how the City’s fiscal year (October through September) will impact the work plan.
4. Please provide the type of collaboration expected from the City to deliver high quality services and deliverables. What type of information is required by City staff?
Communications & Reporting
1. Please describe the main methods of communication and coordination that will be carried out to ensure conformance with the objectives of this RFP.
2. The City requires that the Awarded Contractor provide proof of payment of any subcontractors used for this project. If the proposal includes subcontractors, please describe the plan for how the City will be notified of such payments.
Investment Advisory Services | RFP - FM-23-323 | Template v04.20.23 | 26
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