Development of Policies and Guidelines for Community Own Source Revenues
Description
Introduction:
Our organization is seeking proposals from qualified asset management firms to develop a Statement of Investment Policies and Guidelines for Community Own Source Revenues. The purpose of this RFP is to solicit proposals from asset management firms that have the expertise and experience to develop a comprehensive investment policy statement that aligns with our organization's goals and objectives.
Scope of Work:
The selected asset management firm will be responsible for developing a Statement of Investment Policies and Guidelines for Community Own Source Revenues. The statement should include, but not be limited to, the following:
• Investment objectives and goals
• Asset allocation strategy
• Risk management guidelines
• Performance measurement and evaluation criteria
• Reporting requirements
• Compliance with applicable laws and regulations
Proposal Requirements:
The proposal should include the following:
• A detailed description of the asset management firm's experience in developing investment policy statements for similar organizations
• A proposed timeline for completing the project
• A detailed breakdown of the costs associated with developing the statement
• A list of references from previous clients
Evaluation Criteria:
Proposals will be evaluated based on the following criteria:
• Experience and expertise in developing investment policy statements for similar organizations
• Proposed timeline for completing the project
• Cost-effectiveness of the proposal
• References from previous clients
We look forward to receiving your proposal.
