2024.0195_Jun_16_25_solicitation_doc.pdf

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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, soliciting Investment Advisory Services under solicitation number 2024.0195. The RFP was released on November 17, 2023, with proposals due by December 14, 2023, at 4:00 PM EST. Vendors must submit their proposals through the ProcureWare platform and are invited to direct technical questions to Joanne Noone, Assistant Controller, or purchasing procedure inquiries to Erik J. Larson, Purchasing Agent. The solicitation is open to all vendors and does not require an RFP deposit or pre-proposal meeting.

The RFP provides minimal details about specific deliverables or contract expectations, with no stated estimated total value, budget range, or payment terms. Delivery terms are listed as "Not Applicable," and the solicitation has been designated as having no line items, suggesting a comprehensive service-based contract. Potential respondents are encouraged to thoroughly review all documents available on the ProcureWare platform to fully understand the scope of investment advisory services sought by the City of Stamford. The contact information for follow-up is provided as Kristopher Bottoni at 888 Washington Blvd, Stamford, CT 06901, with a contact number of 203-977-4108.

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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 .