SLED Opportunity · COLORADO · CITY OF LOVELAND
AI Summary
City of Loveland seeks professional non-discretionary investment advisory services via a formal RFP. Proposals must include transparent fee structures and be submitted electronically by July 2, 2026.
Proposals from Firms to provide professional non-discretionary investment advisory services for the City’s investment portfolio. **Solicitation Type**: RFP - Request for Proposal (Formal) **Source ID**: PU.AG.USA.1245.C18755251 **Piggyback Contract**: No **Questions are submitted online**: Yes **Bid Submission Type**: Electronic Bid Submission **Additional Bidding Instructions**: BIDS WILL ONLY BE ACCEPTED BY THE CITY THAT ARE SUBMITTED BY THE DATE AND TIME SET FORTH ABOVE. ... **Owner Organization**: City of Loveland **Solicitation Number**: 2026-040 **Reference Number**: 0000427932 **Pricing**: In attached document **Bid Documents List**: | Item Name | Description | Mandatory | Limited to 1 file | |---|---|---|---| | Bid Documents | Documents defining the proposal | Yes | No | **Questions and Answers**: | Question | Answer | |---|---| | Current Investment Process What aspects are working well with your current investment process and what improvements are you looking for in utilizing an advisor? Answer: Answered in Addendum 2 | Current Investment Process What aspects are working well with your current investment process and what improvements are you looking for in utilizing an advisor? Answer: Answered in Addendum 2 | | Current Benchmark What is your portfolio currently benchmarked to, and has your portfolio historically outperformed that benchmark? Answer: Answered in Addendum 2 | Current Benchmark What is your portfolio currently benchmarked to, and has your portfolio historically outperformed that benchmark? Answer: Answered in Addendum 2 | | Issues Facing the City What is the most important governance, operations or investment issue facing your organization? Answer: Answered in Addendum 2 | Issues Facing the City What is the most important governance, operations or investment issue facing your organization? Answer: Answered in Addendum 2 | | Liquidity Requirements What are your liquidity requirements across the various funds in your ACFR? Would you be interested in further refining your IPS for different liquidity buckets and investment strategies based on those funds? Answer: Answered in Addendum 2 | Liquidity Requirements What are your liquidity requirements across the various funds in your ACFR? Would you be interested in further refining your IPS for different liquidity buckets and investment strategies based on those funds? Answer: Answered in Addendum 2 | | Current Holdings and Allocation Targets Can you share your current asset allocation targets and a recent statement of assets? Answer: Answered in Addendum 2 | Current Holdings and Allocation Targets Can you share your current asset allocation targets and a recent statement of assets? Answer: Answered in Addendum 2 | | Custody of Assets Who is your current custodian? Answer: Answered in Addendum 2 | Custody of Assets Who is your current custodian? Answer: Answered in Addendum 2 | | Recent Holdings Could the City please provide a copy of its most recent holdings by CUSIP and purchase date in an Excel format? Answer: Answered in Addendum 2 | Recent Holdings Could the City please provide a copy of its most recent holdings by CUSIP and purchase date in an Excel format? Answer: Answered in Addendum 2 | | Investment Manager Who is the City's current investment manager? Answer: Answered in Addendum 2 | Investment Manager Who is the City's current investment manager? Answer: Answered in Addendum 2 | | Current Adviser Who is your current investment adviser or are the funds managed internally? Answer: Answered in Addendum 2 | Current Adviser Who is your current investment adviser or are the funds managed internally? Answer: Answered in Addendum 2 | | Manager Evaluation What role does excess return relative to benchmark play in evaluating managers compared to other factors such as risk control and cost? Answer: Answered in Addendum 2 | Manager Evaluation What role does excess return relative to benchmark play in evaluating managers compared to other factors such as risk control and cost? Answer: Answered in Addendum 2 | | RFP Questions 1. Can you please provide the City's investment policy? 2. If applicable, who currently serves as the City's advisor and what are their fees? 3. Can you please provide the current holdings for the portfolio? Answer: Answered in Addendum 2 | RFP Questions 1. Can you please provide the City's investment policy? 2. If applicable, who currently serves as the City's advisor and what are their fees? 3. Can you please provide the current holdings for the portfolio? Answer: Answered in Addendum 2 | | Investment Advisory Services RFP Questions • Is the portfolio currently managed entirely internally, or does the City retain an external investment advisor? If external advisor, what effective fees were offered? • Are all ~$300M of assets expected to be covered under the advisory engagement, or are there certain pools/funds excluded from the mandate? • Are bond proceeds, reserve funds, debt service funds, or other specialized portfolios included in scope, in addition to operating funds? • Would the City be willing to provide current portfolio holdings or a recent investment report to better understand the portfolio structure, duration profile, and current allocations? • Who is the City’s current custodian? • What are the City's primary reasons for seeking an advisory relationship at this time? • What aspects of the current investment program are working well, and what is the City hoping to improve? • Does the City currently use a benchmark, and if so, which benchmark(s)? • The RFP references a 20-page limit for the proposal. Does this page limit include exhibits, attachments, table of contents, and references? Answer: Answered in Addendum 2 | Investment Advisory Services RFP Questions • Is the portfolio currently managed entirely internally, or does the City retain an external investment advisor? If external advisor, what effective fees were offered? • Are all ~$300M of assets expected to be covered under the advisory engagement, or are there certain pools/funds excluded from the mandate? • Are bond proceeds, reserve funds, debt service funds, or other specialized portfolios included in scope, in addition to operating funds? • Would the City be willing to provide current portfolio holdings or a recent investment report to better understand the portfolio structure, duration profile, and current allocations? • Who is the City’s current custodian? • What are the City's primary reasons for seeking an advisory relationship at this time? • What aspects of the current investment program are working well, and what is the City hoping to improve? • Does the City currently use a benchmark, and if so, which benchmark(s)? • The RFP references a 20-page limit for the proposal. Does this page limit include exhibits, attachments, table of contents, and references? Answer: Answered in Addendum 2 | | RFP Questions 1. Is RIA registration strictly required (pass/fail), or will the City consider a broker-dealer response? 2. If BD is acceptable, can the selected firm execute trades (with disclosure) or must execution be through other approved firms only? Answer: Answered in Addendum 2 | RFP Questions 1. Is RIA registration strictly required (pass/fail), or will the City consider a broker-dealer response? 2. If BD is acceptable, can the selected firm execute trades (with disclosure) or must execution be through other approved firms only? Answer: Answered in Addendum 2 | **Addendums**: | Addendum | Date | Note | |---|---|---| | Addendum No. 1 | 06/23/2026 04:44 PM EDT | | | Addendum No. 2 | 07/17/2026 06:48 PM EDT | |
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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