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Investment Advisory Services

Colorado Springs, ColoradoColorado, USADue Monday, November 2, 2026
Client
Colorado Springs, Colorado
RFP Number
BANKING-9434
Posted
10/2/2026
Category
Banking Services
Budget
Looking for Proposal
NAICS
—
Set-aside
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Contact
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Description

AI Generated

The government authority located in Colorado Springs, Colorado, requires a vendor to provide investment advisory services to protect principal and minimize realized losses. The selected vendor must maximize total returns to achieve an average annual rate of return equal to or greater than 6% over five to ten years or longer, review present investment management procedures, and propose improvements. Additionally, the vendor must assist in developing and implementing investment strategies within established policies, provide timely market assessments, and furnish detailed monthly reports on each security. Eligibility is restricted to onshore USA-only entities, and work performance must be onsite. Interested applicants must submit their responses digitally via email or online, and all questions must be submitted no later than October 14, 2026. The contract period will be for one year, and the buyer is currently looking for proposals to establish the budget.

Key solicitation details

AI-extracted from R26-078SL Cemetery Endowment Fund Investment Advisory Services.pdf. Confirm against the original documents before bidding.

The City of Colorado Springs requests Firm Fixed Price proposals for Cemetery Endowment Fund Investment Advisory Services. Qualified vendors must provide investment strategies, monthly reports, and procedures review to enhance portfolio performance. Submission is open to USA onshore vendors.

Issued by
The City of Colorado Springs
Issue Request for Proposal
October 1, 2026
Cut Off Date for Questions
October 14, 2026 at 1:00 PM MT
Proposal Due Date
November 2, 2026 at 1:00 PM MT
Interviews (if applicable)
Tentatively November 2026
Award of Contract
Tentatively November 2026
Notice to Proceed
Tentatively November 2026
How to submit
Electronic via the BidNet Website
Submission details
One electronic proposal submitted via www.bidnetdirect.com. Proposal main body limited to 25 single-sided pages (8-1/2" x 11", 1-inch margins, minimum Times New Roman 10 font).
Contract term
Base Year: December 1, 2026 – November 30, 2027, with four one-year option periods extending through November 30, 2031.
Place of performance
Colorado Springs, CO / Onsite
Insurance and bonding
Acceptable Insurance Policy(s) covering Property, Liability, Worker's Compensation, and Professional Errors and Omissions. The City of Colorado Springs must be listed as an additional insured.
Funding
Cemetery Endowment Fund

How proposals are evaluated

Expertise and Qualifications Area50 Points
Price Area40 Points
Proposal Presentation10 Points

Scope of work

  • Protection of principal and minimization of realized losses
  • Maximization of total returns to achieve average annual return of at least 6% over 5 to 10 years
  • Review present investment management procedures and documentation and propose improvements
  • Assist in developing and implementing investment strategies under changing market conditions
  • Provide timely assessments of the market and economic events
  • Provide detailed monthly portfolio reports including par value, amortized cost, book value, and market value

Minimum qualifications

  • Onshore (USA Only) eligibility
  • Demonstrate requisites, certifications, licenses, and experience for key personnel
  • At least three references or past performance citations for similar services

Documents to include with the bid

  • Cover Letter signed by an authorized representative
  • Exhibit 1 Solicitation Qualifications Document
  • Exhibit 1 Exceptions Form
  • Exhibit 1 Minimum Insurance Requirements
  • Appendix A Fee Schedule
  • Resumes for all key personnel
  • Signed Addenda (if applicable)
  • Anti-Collusion Affidavit

Source and verification

Original source

Craxy AI summarizes this opportunity from the original listing and available solicitation documents. Confirm submission instructions and amendments with the issuing source before responding.

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