INVESTMENT MANAGEMENT SERVICES

Project: INVESTMENT MANAGEMENT SERVICES Ref. #: RFP-032024-151 Type: RFP Status: Open Open Date: Apr 23rd 2024, 2:00 PM MST Questions Due Date: May 14th 2024, 2:00 PM MST Contact Information: Eveline Vanda, evanda@scottsdaleaz.gov Close Date: May 21st 2024, 2:00 PM MST Days Left: 17 Project Description:The City of Scottsdale is in need of consulting services for the City's investment portfolio in accordance with our investment policy. Important Events:OngoingOpen DateOnline PortalPosting date for the OpportunityApr 23rd 2024, 2:00 PM MSTN/AUpcomingQuestions Due DateOnline PortalDeadline to submit QuestionsMay 14th 2024, 2:00 PM MSTN/AUpcomingClose DateOnline PortalDeadline for SubmissionsMay 21st 2024, 2:00 PM MSTN/A Supporting Documentation:Attachment A-Instructions to Bidders.pdfDocumentationAttachment A- Instructions to BiddersApr 23rd 2024, 8:52 AM MST - Attachment B - Formal General Terms and

Conditions.pdfDocumentationAttachment B -General Terms and Conditions Apr 23rd 2024, 8:54 AM MST - FINAL- RFP-032024-151 INVESTMENT MANAGEMENT SERVICES.pdfDocumentationFINAL SolicitationApr 23rd 2024, 10:04 AM MST - SAMPLE - CONTRACT - PROFESSIONAL SERVICES.pdfDocumentationSAMPLE-Professional Services ContractApr 23rd 2024, 8:54 AM MST - Commodity Codes: UNSPSC 8412 Banking and investment UNSPSC 841217 Investment advice UNSPSC 64102007 Basic investment account: An investment account that is owned by an individual investor and looked after by the investor.. UNSPSC 64102008 Managed investment account: An investment account that is owned by an individual investor and looked after by a hired professional money manager. UNSPSC 84121701 Investment advisers UNSPSC 84121702 Investment policy UNSPSC 84121703 Investment analysis UNSPSC 84121704 Investment agreements UNSPSC 93141902 Rural investment services UNSPSC 93142003 Urban investment programming services UNSPSC 93151603 Budget or public investment management UNSPSC 93161804 Investment tax credit