RFP 1-2324_Oct_7_24_solicitation_doc.pdf
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- 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 Town of Guilford, Connecticut to solicit bids from investment advisory firms to provide expertise and fiduciary services for the administration of the Town's Deferred Compensation 401a and 457b Plans. The contract period will begin immediately upon selection for the current fiscal year. The RFP outlines the scope of services required, including providing objective advice and counsel to the Pension Committee regarding the Plans. The RFP specifies the solicitation number, title, start and end dates, vendor Q&A period, and estimated total contract value. Interested vendors must submit proposals by September 28, 2023 at 2:00 PM EDT.
The RFP does not specify any pricing terms, set-asides, incumbents, or funding requirements. It is an open solicitation for all vendors to respond. The contract will be awarded to the firm that can best meet the Town's needs for providing investment advisory services and fiduciary oversight of the Deferred Compensation Plans.
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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 .