RFP 1-2324_Dec_30_24_solicitation_doc.pdf
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- Solicitation number
- RFP 1-2324
- Issued by
- New Haven County, Connecticut
About this file
This is an Invitation to Bid (ITB) document issued by the Town of Guilford, Connecticut for Deferred Compensation Investment Advisory Services (RFP 1-2324). The solicitation seeks established investment advisory firms to provide expertise on a consultant basis for the Town's Deferred Compensation 401a and 457b Plans, serving as fiduciary to the Committee and providing objective advice and counsel regarding plan administration. The bid period runs from August 29, 2023 to September 28, 2023 at 2:00 PM EDT, with a vendor Q&A period from August 29, 2023 at 2:45 PM EDT to September 11, 2023 at 4:00 PM EDT. The contract period will begin immediately upon selection for the current fiscal year.
The solicitation specifies Free On Board Destination delivery terms with vendor-specified payment terms. The opportunity is open to all vendors, with no specified set-asides or total value estimates provided. Two key documents are included with the solicitation: the main RFP document and Addendum No. 1. The solicitation has been designated as having no line items, indicating a service-based rather than product-based procurement.
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Text version
Solicitation Number: RFP 1-2324
Deferred Compensation investment Advisory Services
Invitation to Bid (ITB)
Guilford, Town of
August 29, 2023 - September 28, 2023
Page:2
General Header Information
This bid has no questions defined.
RFP 1-2324
No. RFP 1-2324 Title: Deferred Compensation investment Advisory Services Start Date: August 29, 2023 at 2:30:00 PM EDT End Date: September 28, 2023 at 2:00:00 PM EDT Vendor Q&A Start Date: August 29, 2023 at 2:45:00 PM EDT Vendor Q&A End Date: September 11, 2023 at 4:00:00 PM EDT Estimated Total Value:
Who can respond to this bid? : All Vendors Description: The Pension Committee of the Town of Guilford is soliciting proposals from established investment advisory firms to provide expertise on a consultant basis for the Town's Deferred Compensation 401a and 457b Plans. The firm will serve as fiduciary to the Committee to provide objective advice and counsel re the administration of each of the Plans.
The contract period will begin immediately upon selection, for the current fiscal year.
Delivery Terms: Free On Board Destination Payment Terms: Vendor Specified Contact Information: Guilford, Town of
Joan Fain 31 Park Street Guilford, CT 06437 United States Tel: 203-453-8015 fainj@guilfordct.gov
Contact Details: If you have any questions, please contact:
Joan Fain 31 Park Street Guilford, CT 06437 United States Tel: 203-453-8015 fainj@guilfordct.gov
Selected Categories:
Page:3
Documents:
RFP 1-2324 Deferred Compensation Investment Advisory Services.pdf
Addendum No. 1 RFP 1-2324 Deferred Compensation Investment Services.pdf
Page:4
Item Specifications Solicitation has been designated as having no line items.
Page:5
File details come from the government source that posted it. Updated .