2024.0195_Apr_28_25_solicitation_doc.pdf
PDF 15 KB Posted
- Attached to
- City RFP - Investment Advisory Services
- Solicitation number
- 2024.0195
- Issued by
- Fairfield County, Connecticut
About this file
This document is a Request for Proposal (RFP) issued by the City of Stamford, Connecticut, for Investment Advisory Services, solicitation number 2024.0195. The RFP was released on November 17, 2023, with proposals due by December 14, 2023, at 4:00 PM EST. The solicitation is open to all vendors and requires submission through the ProcureWare platform at https://stamfordct.procureware.com/home. Interested parties can obtain technical information from Joanne Noone, Assistant Controller, at 203-977-4837 or jnoone@stamfordct.gov, and purchasing procedure details from Erik J. Larson, Purchasing Agent, at 203-977-4107 or elarson@stamfordct.gov. There is no RFP deposit requirement or pre-proposal meeting scheduled.
The RFP does not specify an estimated total contract value, budget range, or specific line items, suggesting a comprehensive service-based contract for investment advisory services. Delivery terms are marked as "Not Applicable," and payment terms are unspecified. The solicitation appears to seek a vendor capable of providing strategic investment guidance and portfolio management services for the City of Stamford. No preferences are indicated for disadvantaged enterprises, and there are no apparent restrictions on vendor types. Potential respondents are advised to thoroughly review all documents available on the ProcureWare platform to fully understand the scope and requirements of the investment advisory services sought by the city.
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Text version
Solicitation Number: 2024.0195
City RFP - Investment Advisory Services
Request for Proposal (RFP)
Stamford, City of
November 17, 2023 - December 14, 2023
Page:2
General Header Information
This bid has no questions defined.
This bid does not have any documents.
2024.0195
No. 2024.0195 Title: City RFP - Investment Advisory Services Start Date: November 17, 2023 at 12:00:00 PM EST End Date: December 14, 2023 at 4:00:00 PM EST Vendor Q&A Start Date:
Vendor Q&A End Date:
Estimated Total Value:
Who can respond to this bid? : All Vendors Description: 2024.0195, City RFP - Investment Advisory Services
RFP Opening: December 14, 2023 at 4:00 PM No RFP Deposit or Pre-Proposal Meeting Contact for Technical Questions: Joanne Noone, Assistant Controller, 203-977-4837 or jnoone@stamfordct.gov
All Proposal and Bid documents, drawings and specifications can be viewed/ downloaded from ProcureWare (https://stamfordct.procureware.com/home). For questions regarding the purchasing or bidding procedures, call or email Erik J. Larson, Purchasing Agent at (203) 977-4107 or elarson@stamfordct.gov.
Delivery Terms: N/A: Not Applicable Payment Terms: Unspecified Contact Information: Stamford, City of
Kristopher Bottoni 888 Washington Blvd. Stamford CT, 06901 United States Tel: 203-977-4108 Fax:
kbottoni@stamfordct.gov
Contact Details: If you have any questions, please contact:
Kristopher Bottoni 888 Washington Blvd. Stamford CT, 06901 United States Tel: 203-977-4108 Fax:
kbottoni@stamfordct.gov
Selected Categories:
Page:3
Item Specifications Solicitation has been designated as having no line items.
Page:4
File details come from the government source that posted it. Updated .