RFP 1-2324_Nov_4_24_solicitation_doc.pdf

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Attached to
Deferred Compensation investment Advisory Services
Solicitation number
RFP 1-2324
Issued by
New Haven County, Connecticut

About this file

This document is a Request for Proposals (RFP) issued by the Pension Committee of the Town of Guilford, Connecticut, seeking investment advisory firms to provide expertise on a consultant basis for the Town's Deferred Compensation 401a and 457b Plans. The selected firm will serve as a fiduciary to the Committee, providing objective advice and counsel regarding the administration of the Plans. The contract period will begin immediately upon selection and continue for the current fiscal year.

The RFP outlines the scope of services, including the requirement for the selected firm to serve as a fiduciary to the Pension Committee. The solicitation period runs from August 29, 2023, to September 28, 2023, with a vendor Q&A period from August 29, 2023, to September 11, 2023. The RFP does not specify any set-aside requirements or the current incumbent, if any. The total estimated value of the contract is not provided.

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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 .