RFP – Investment Advisory Services

Responses due Monday, January 31, 2020 at 5:00pm Pacific Time

For complete RFP and instructions on how to apply, please see RFP Peninsula Clean Energy Investment Advisory Services.

RFP Overview

Peninsula Clean Energy is seeking proposals from qualified investment management firms to provide investment services in a comprehensive manner to handle the day-to-day administration and provide discretionary investment advisory services to help govern the Peninsula Clean Energy investment portfolio.

RFP Target Schedule

December 20, 2019RFP issued
January 17, 2020Deadline for Proposers to submit questions
January 27, 2020Peninsula Clean Energy to post responses to questions received
February 7, 2020Deadline for Proposers to submit proposals
Week of February 24, 2020In-person interviews of top Proposers at Peninsula Clean Energy offices
March 8, 2020Anticipated date that PCE will notify selected Proposer
April 1, 2020Start date of investment management

Question & Answer: Proposers may submit questions concerning the RFP at strategy@peninsulacleanenergy.com.

Proposal Submittal

Proposals must be received on or before the above deadline and submittal must be by email to strategy@peninsulacleanenergy.com with the subject “Proposal Investment Advisory Services”.

RFP Documents