NOTICE_30-23_Investment Advisory Services.pdf
PDF 62 KB Posted
- Solicitation number
- RFP-04530
- Issued by
- Pinellas County, Florida
About this file
This document is a Request for Proposals (RFP) issued by the City of Clearwater, Florida for Investment Advisory Services for the City's 457 and 401(a) Retirement plans. The City is seeking experienced and qualified financial advisory firm(s) capable of demonstrating the highest level of ability to provide retirement plan investment advisory and consulting services. Proposals are due by 10:00 AM local time on April 12, 2023. The RFP and any attachments and addenda are available for download from the City's website.
The RFP does not provide details on pricing terms, set asides, incumbents, funding requirements and sources, or other salient commercial information. The document focuses on the scope of services requested and the procurement process.
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Text version
Procurement Division 100 S Myrtle Ave
Clearwater FL 33756-5520 PO Box 4748, 33758-4748
727-562-4633 Tel v 07.2021
REQUEST FOR PROPOSALS
#30-23
Investment Advisory Services – 457 and 401(a) Retirement Plans
March 10, 2023
NOTICE IS HEREBY GIVEN that sealed proposals will be received by the City of Clearwater (City) until 10:00 AM, Local Time, April 12, 2023, to provide Investment Advisory Services for the City’s 457 and 401(a) Retirement plans.
Brief Description: The City is seeking experienced and qualified financial advisory firm(s) capable of demonstrating the highest level of ability to provide retirement plan investment advisory and consulting services.
Proposals must be in accordance with the provisions, specifications and instructions set forth herein and will be received by the Procurement Division until the above noted time, when they will be publicly acknowledged and accepted.
Proposal packets, any attachments and addenda are available for download at:
https://www.myclearwater.com/business/rfp
Please read the entire solicitation package and submit the bid in accordance with the instructions. This document (less this invitation and the instructions) and any required response documents, attachments, and submissions will constitute the bid.
General, Process, or Technical Questions concerning this solicitation should be directed, IN WRITING, to the Procurement contact below:
This Request for Proposals is issued by:
Lori Vogel, CPPB Procurement Manager Lori.vogel@myclearwater.com https://www.myclearwater.com/Business-Development/Doing-Business-with-the-City/Purchasing-Solicitations mailto:Lori.vogel@myclearwater.com
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