The selected vendor will provide investment valuation services related to privately placed debt and equity investments for a government authority in Montgomery, Alabama. Services include conducting formal valuation analyses and providing comprehensive reports summarizing the valuation methods used and the final conclusions.

The vendor will be required to hold in-person, on-site meetings with management teams of each portfolio company at least once annually as part of the due diligence process. In addition, the vendor will perform semi-annual analyses—scheduled for February and August—of the fair value of select investments held by the agency. These activities support the agency’s asset allocation guidelines aimed at maximizing investment returns within established prudence standards for the portfolio.