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Bid Title: RFQ for Investment Advisory Services
Category: Services
Status: Closed
Bid Recipient: Office of Deputy City Clerk, 2505 S. Brentwood Blvd., Brentwood, MO 63144

Description:
City of Brentwood Logo
REQUEST FOR QUALIFICATIONS (RFQ) FOR 
INVESTMENT ADVISORY SERVICES

The City of Brentwood is requesting written qualifications to provide investment advisory services for the proceeds of an issuance of certificates of participation.

All potential investments and handling of the instruments must be on accordance with the laws of the State of Missouri and the Investment Policy of the City of Brentwood which is included with this RFQ.

Please limit your submission to 10 pages. Deadline for submission of your qualifications proposal is 3 pm on November 20, 2019. Please submit three hard copies and one electronic copy.

Proposals will be accepted at:
City of Brentwood
REQUEST FOR QUALIFICATIONS (RFQ) FOR INVESTMENT ADVISORY SERVICES
ATTN: Deputy City Clerk
2505 S. Brentwood Blvd.
Brentwood, Missouri 63144



Publication Date/Time:
11/7/2019 11:00 AM
Closing Date/Time:
11/20/2019 3:00 PM
Submittal Information:
Deputy City Clerk, 2505 S. Brentwood Blvd., Brentwood, MO 63144
Addendum Date/Time:
11/13/2019 11/14/2019 11/18/2019
Contact Person:
Karen Shaw
Finance Director
kshaw@brentwoodmo.org
Qualifications:
The City of Brentwood is requesting written qualifications to provide investment advisory services for the proceeds of an issuance of certificates of participation.

All potential investments and handling of the instruments must be on accordance with the laws of the State of Missouri and the Investment Policy of the City of Brentwood which is included with this RFQ.

Special Requirements:
Please limit your submission to 10 pages. Deadline for submission of your qualifications proposal is 3 pm on November 20, 2019. Please submit three hard copies and one electronic copy.

All proposals submitted in response to this RFQ will become the property of the City of Brentwood and will not be returned. Due to State requirements the responses will be available to the public. Information contained in proposals cannot be kept confidential.

Miscellaneous:
Please refer to the City of Brentwood Financial Policies and Procedures Manual document, Chapter 8, Investment Policy, pages 22-30.

Please also refer to the Sample Portfolio Structure.
Please refer to the 2019 COP Billing Projections document.

Related Documents:

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