Nonprofit Request for Proposal (RFP)
Nonprofit organizations may submit this completed RFP form and any attachments to CFA Society Tucson for distribution to all its members.
Questions for the Nonprofit Organization
Name of the Organization:
Contact information for questions or RFP submissions:
First Name
Last Name
Email
Phone Number
Deadline date for submission of the RFP:
-
Month
-
Day
Year
Dose the nonprofit organization have a Conflict of Interest policy regarding the submission and review of RFPs?
Yes
No
If Yes, please provide a copy:
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Are there any minimum qualifications for a firm and/or responsible advisors that submit RFPs?
Is there a maximum expense ratio (including both advisor and any fund fees) that will exclude proposals?
Provide a brief summary of the RFP review process:
What is the current value of the investment account?
Provide a copy of the most recent financial statements of the organization:
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What are the expected cash flows into and out of the investment account for the next five years?
What is the level of confidence in the forecast of cash inflows and outflows for the investment account?
After an advisory firm is selected, please describe the performance review process (frequency of reviews, relevant benchmarks, information to be included, investment outlook):
What will trigger a new RFP process?
Submit
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