City of Bluffs Ionwave #PURCH - 2026 - 41 Addendum 1

Investment Management Services for River's Edge Development Maintenance Reserve Fund

The City of Council Bluffs is seeking proposals for investment management services for the River's Edge Development Maintenance Reserve Fund. - Government Buyer: - City of Council Bluffs (Pottawattamie County, Iowa) - Services Requested: - Investment management of the Maintenance Reserve Fund - Custodial services for fund assets - Financial reporting related to the fund - Administrative support for fund management - Requirements: - Only trust departments of federally-insured financial institutions are eligible - Services must comply with the City of Council Bluffs Investment Policy and all applicable laws - Strict adherence to the City's investment policy is required - No specific OEMs or named vendors are identified in the solicitation - No products or hardware are being procured; this is a services-only opportunity

Description

The City of Council Bluffs is seeking proposals from qualified trust departments of federally-insured financial institutions to provide investment management, custodial, reporting, and administrative services for the River's Edge Development Maintenance Reserve Fund. The fund must be invested and administered in compliance with the City's Investment Policy, subject to amendments and applicable law. This solicitation includes detailed bid documents and attachments relevant to the services required.

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