Request for Proposals - City of Chandler Investment Management Services ; MS5-918-4826

Closed State & local contract opportunity Posted

Solicitation number
BPM006954
State
Arizona
Responses due

Opportunity facts

Point of contact

Opportunity details come from app.az.gov. Updated .

About this opportunity

The City of Chandler, located in Maricopa County, Arizona, is soliciting proposals for investment management services through a Request for Proposals (RFP) designated as MS5-918-4826. The procurement seeks qualified financial service providers to manage the city's investment portfolio and related financial assets according to the specifications outlined in the attached agreement. Prospective offerors must demonstrate comprehensive expertise in investment management, including strategies for optimizing municipal investment returns while maintaining compliance with local government financial regulations. The solicitation requires detailed proposal submissions that comprehensively demonstrate the vendor's capabilities, track record, and proposed approach to managing city investments. The RFP was posted on May 5, 2025, with proposals due by June 4, 2025, providing potential bidders approximately 30 days to prepare and submit their comprehensive responses. While specific evaluation criteria are not explicitly detailed in the provided information, typical municipal investment management RFPs often assess factors such as firm experience, investment performance history, proposed fee structures, and alignment with municipal investment guidelines.

No specific set-aside designations or restrictions for disadvantaged business enterprises were explicitly mentioned in the provided contract opportunity details. The solicitation appears to be open to qualified financial service providers with demonstrated investment management expertise. Without additional context, no information was provided about incumbent vendors or existing technological infrastructure requirements. Similarly, no specific budget range or anticipated award value was disclosed in the available documentation. Potential bidders would likely need to review the full RFP documentation to understand any nuanced requirements, evaluation metrics, or potential contract value. Interested firms should carefully review the complete RFP package, which would provide more comprehensive details about submission requirements, evaluation processes, and potential contract scope.

Opportunity text

The City is requesting proposals from qualified offerors to provide the City with investment management services pursuant to the attached agreement.

Files

File Type Posted
4826_Addendum_1_FINAL.pdf PDF
4826_RFP_FINAL.pdf PDF

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