2026-RFP-CM-062 - Request for Proposals for Investment Services

City of Leduc

Posted 12 days ago|Closes: October 14, 2026 at 2:00 PM MT|Questions due: September 29, 2026 at 12:00 PM MT|0 views

About this RFP

The City of Leduc invites Proponents to submit a formal proposal in response to this Request for Proposals for Investment Services to actively manage its long-term investment portfolio.

Dates

Posted

September 14, 2026

Closing

October 14, 2026 at 2:00 PM MT

Questions Due

September 29, 2026 at 12:00 PM MT

What to Include in Your Response

Standard RFP Response Requirements

1
Company Overview: Brief description of your firm, years in business, and relevant experience
2
Team Qualifications: CVs or bios of key personnel assigned to this project
3
Relevant Experience: 2 to 3 case studies of similar municipal projects completed
4
Project Approach: Your methodology and approach to the specific requirements
5
Project Timeline: Proposed schedule with key milestones
6
Pricing & Fees: Detailed fee breakdown (hourly rates, fixed fee, or both)
7
References: Minimum 3 municipal references with contact information
8
Insurance & Certifications: Proof of required insurance and any relevant certifications
9
Conflict of Interest Declaration: Statement confirming no conflicts exist
10
Specific Requirements: Any specific requirements mentioned in the RFP description above

Requirements may vary. Always read the full RFP carefully.

Interested in this RFP?

Documents

View on Bids & Tenders

RFP Details