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Investment Management Services

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2026-RFP-517State & Local

Response Deadline09/10/2026, 09:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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The City of Prescott is soliciting proposals from qualified firms to provide professional investment management services for the city's investment portfolio. This engagement is governed by the City's Investment Policy and Arizona State Law to ensure compliant and strategic fund management. The selected firm will be awarded an initial three year contract starting around October 13, 2026, with the possibility of securing additional three year extensions. Interested parties must submit their responses by the deadline of September 10, 2026. This solicitation, identified as 2026-RFP-517, is managed by the Finance department. Primary inquiries should be directed to Lars Johnson, the Deputy Finance Director, or Melissa Busby, the Purchasing Manager.

General Info

City of Prescott seeks investment management firms for a three year contract.

Agency

Arizona → FinanceView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

AZ, USA

Set-Aside

NONE

Documents

(3)

City of Prescott Investment Policy - Resolution No. 4235-1444

PDF•policy

RFP Investment Management Services - City of Prescott 2026

PDF•rfp

City of Prescott Professional Services Agreement Contract

PDF•contract-document

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseSolicitation

PostedAug 14

Solicitation

Response DeadlineSep 10

Submission deadline

Response Deadline

09/10/2026, 09:00:00 PM UTCin 26 days

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Organization & Contact Information

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AgencyArizona → Finance

Contacts2 people available

OfficePrescott, AZ, 86301, USA

Organization / Agency

Arizona → Finance

View Agency Profile

Office AddressPrescott, AZ, 86301, USA

Contacts

Lars JohnsonDeputy Finance Director

contact@example.gov

+1 (555) 000-0000

Melissa BusbyPurchasing Manager

contact@example.gov

+1 (555) 000-0000

Full Description

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The City of Prescott is seeking proposals from qualified firms to provide investment management services for the City's investment portfolio for a three (3) year initial contract term with the option for additional three (3) year extensions commencing on or about October 13, 2026. The investment of the City's funds is guided by Arizona State Law and the City's Investment Policy.

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