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Investment Reporting and Compliance Services

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State & Local

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The Investment Reporting and Compliance Services subcontract, managed by the Purchasing agency in Wyoming, provides essential financial oversight and reporting for prime contractors involved in City of Cheyenne investment projects. The scope of work involves utilizing specialized financial reporting software to generate monthly summaries focusing on sector allocation, duration, benchmark comparisons, and overall compliance. In addition to monthly deliverables, the contractor is responsible for producing quarterly performance reports and annual data for committee review. The engagement culminates in the delivery of detailed monthly investment reports and formal annual performance presentations to ensure transparency and regulatory adherence. Interested parties must respond by January 8, 2027.

General Info

Wyoming subcontract for investment reporting and compliance services. Deadline is January 8, 2027.

Documents

This scope was carved out of RFP 2-27.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

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Investment Advisory Services for the City of Cheyenne

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Organization & Contact Information

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AgencyWyoming → Purchasing
ContactsNo contacts available
OfficeN/A
Organization / AgencyWyoming → Purchasing
Office AddressN/A
ContactsNo contact information available

Full Description

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Supplies detailed financial reporting and compliance monitoring for prime contractors on City of Cheyenne investment projects. Generates monthly reports on benchmark comparisons, duration, sector allocation, and compliance summaries. Produces quarterly performance reports and annual committee data using financial reporting software. Delivers monthly detailed investment reports and annual performance presentations.

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