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RFP: Investment Advisory Services

  • Department:Budget, Executive, Finance
  • Category:Current RFP's and Bids
  • RFP Number:PCMC202528238
  • Start Date:09/27/2024
  • Close Date:10/25/2024 5:00 PM

View the full RFP here

REQUEST FOR PROPOSALS (NON-BID): Investment Advisory Services

PCMC is inviting proposals from qualified persons or firms (“Respondent”) to provide investment advisory services.

PROPOSALS DUE: By 5:00 p.m. on Tuesday, October 29, 2024. Submit proposals electronically through Utah Public Procurement Place (“U3P”). The proposals will be opened after the submission deadline.

In the event of difficulty submitting proposals electronically, proposals can be dropped off at the office of the City Recorder, located at 445 Marsac Avenue, Third Floor – Executive Department, Park City, UT 84060. Proposals submitted to the City Recorder must be delivered on a zip drive. No paper copies may be submitted.

RFP AVAILABLE: The RFP will be available on Friday, September 27, 2024 on the UP3 website. Any modifications to the RFP or responses to questions submitted will be added as an
addendum to the RFP posted on the UP3 website. It is the responsibility of Respondents to regularly check for addenda.

QUESTIONS: All questions regarding this RFP must be submitted in writing to UP3 website by 3:30 p.m. on Tuesday, October 22, 2024. Please do not submit the same questions multiple times.

PROJECT LOCATION: 445 Marsac Ave, Park City, UT 84060

PROJECT DESCRIPTION (brief): Provide investment advice to the City in accordance with the Utah Money Management Act

OWNER:
Park City Municipal Corporation
P.O. Box 1480
Park City, UT 84060

CONTACT:
Nike Noack, City Treasurer
445 Marsac Ave., P.O. Box 1480
Park City, UT 84060
(435) 615-5229
nike.noack@parkcity.org

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