Municipal Advisory and Investment Advisory Services

{
  "id": 241612,
  "_slug": "lawrenceks",
  "title": "Municipal Advisory and Investment Advisory Services",
  "status": "evaluation",
  "summary": "<p style=\"text-align: justify;\">The City is seeking the services of a qualified Municipal Advisor to provide municipal advisory services including but not limited to evaluating bond markets, debt management, maintaining credit ratings, modeling funding for large construction projects, long-term strategic financial planning, and managing bond issuance for the City. The City is also seeking an Investment Manager that will provide investment management services for its funds. Services will include analyzing and advising the City Manager, Finance Director, and/ or the City Commission regarding investment strategy, reallocation of assets, investment performance, customizing benchmarks to assess fund performance, establishing strategic asset allocation, developing investment policies, and adherence to Kansas Statutes on investment of public funds.&nbsp;Respondents may submit proposals for Municipal Advisory services, Investment Advisory services, or for both service categories.</p><p>Selection Process</p><p>The contract shall be awarded in whole or in part to the proposer who made the most responsive and responsible offer or to the proposer whose proposal is determined to be the most advantageous to the City taking into consideration all the evaluation factors set forth in this document. No other factors or criteria shall be used in the evaluation.</p><div>The City shall have absolute discretion in determining the applicability and weight or relative weight of some or all the criteria listed above and is not required to select the lowest monetary proposer.&nbsp;</div><p>Oral interviews may be arranged at the discretion of the evaluation team to assist in making the final selection.</p><p>If negotiations with the most qualified proposer are unsuccessful for any reason, the City will terminate negotiations formally and in writing with such firm and proceed to negotiate with the next most qualified firm until an agreement is reached.</p>",
  "isPaused": false,
  "template": {
    "title": "Request for Proposals"
  },
  "addendums": [
    {
      "id": 109535
    },
    {
      "id": 109541
    }
  ],
  "copyCount": 0,
  "isPrivate": false,
  "comingSoon": false,
  "created_at": "2026-02-27T15:29:08.100Z",
  "department": {
    "id": 11379,
    "name": "Finance"
  },
  "government": {
    "code": "lawrenceks",
    "organization": {
      "city": "Lawrence",
      "logo": "https://assets.procurement.opengov.com/logo-uploads/7076513e-ee9a-4502-bacd-cf47bf68d09b_New_Logo_-_color_-_badge_circular.png",
      "name": "City of Lawrence",
      "phone": "(785)832-3400",
      "state": "KS",
      "website": "http://www.lawrenceks.org/",
      "zipCode": "66044",
      "address1": "PO Box 708",
      "address2": null,
      "phoneExt": null,
      "timezone": "America/Chicago",
      "countryCode": "US",
      "phoneCountry": "1"
    }
  },
  "financialId": "RFP-2600018",
  "closeOutReason": null,
  "closedSubstatus": null,
  "proposalDeadline": "2026-04-21T20:30:00.000Z",
  "releaseProjectDate": "2026-03-03T06:00:00.000Z"
}