City of Tacoma Finance Department / Treasury Division REQUEST FOR PROPOSALS FI15-0289F Investment Advisory Services Submittal Deadline: 11:00 a.m., Pacific Time, Tuesday, June 16, 2015 Submittal Delivery: Sealed submittals will be received and time stamped at this location only: City of Tacoma Procurement and Payables Division Tacoma Public Utilities Administration Building North, Main Floor 3628 South 35th Street, Tacoma, WA 98409 Submittal Opening: Sealed submittals in response to a RFB will be opened by a Purchasing representative and read aloud during a public bid opening held in Conference Room M-1, located on the main floor in the same building. Submittals in response to an RFP or RFQ are recorded as received but are not typically opened and read aloud. After 1:00 p.m. the day of bid opening, the names of vendors submitting proposals are posted to the website for public viewing. Solicitation Documents: An electronic copy of the complete solicitation documents may be viewed and obtained by accessing the City of Tacoma Purchasing website at www.TacomaPurchasing.org. * Register for the Bid Holders List to receive notices of addenda, questions and answers and related updates. * Click here to see a list of vendors registered for this solicitation. Pre-Proposal Meeting: A pre-proposal meeting will not be held. Project Scope: Assist with management of the City's investment portfolio by providing non-discretionary management and advisory services and add value to the City's investment portfolio and strategies by recommending sound investment opportunities in compliance with the City's Investment Policy and objectives for up to five years. Estimate: N/A Additional Information: Requests for information regarding the specifications may be obtained by contacting Richelle Krienke, senior buyer, by email to rkrienke@cityoftacoma.org. Protest Policy: City of Tacoma protest policy, located at www.tacomapurchasing.org, specifies procedures for protests submitted prior to and after submittal deadline. Meeting sites are accessible to persons with disabilities. Reasonable accommodations for persons with disabilities can be arranged with 48 hours advance notice by calling 253-502-8468. May 20