Investment Advisor RFP

The University of Wyoming issued a Request for Proposal (RFP) for investment advisor services. The RFP was open from October 19, 2020, to November 16, 2020. The apparent acceptable proposer is PFM Asset Management LLC. The contract is for investment advisory services, and the scope of work includes providing investment advice to the University of Wyoming. Key points to consider for similarity to other contracts include the type of service, the procurement process, and the evaluation criteria. • The contract is for a specific service (investment advisory) • The procurement process was competitive, with multiple proposers • The evaluation criteria included factors such as experience, qualifications, and price • The contract was awarded to a single vendor, PFM Asset Management LLC • The University of Wyoming is the contracting agency, and the contract is subject to their terms and conditions.