City RFP - Investment Advisory Services

The City of Stamford, Connecticut, located in Fairfield County, is seeking proposals for Investment Advisory Services through a Request for Proposal (RFP) solicitation numbered 2024.0195. The RFP was released on November 17, 2023, with proposals due by December 14, 2023, at 4:00 PM EST. Interested vendors must submit their proposals through the ProcureWare platform at https://stamfordct.procureware.com/home. Technical questions should be directed to Joanne Noone, Assistant Controller, at 203-977-4837 or jnoone@stamfordct.gov, while purchasing and bidding procedure inquiries can be directed to Erik J. Larson, Purchasing Agent, at 203-977-4107 or elarson@stamfordct.gov. The solicitation seeks a comprehensive investment advisory service provider to support the City of Stamford's investment portfolio management. While specific deliverables and detailed evaluation criteria are not explicitly outlined in the provided documents, the RFP appears to be seeking a vendor capable of providing strategic investment guidance and portfolio management services.

The RFP is open to all vendors without any specified set-aside designations or restrictions on organizational types. No information is provided about incumbent vendors or existing technology infrastructure that might require integration. The solicitation does not specify an estimated total contract value, budget range, or payment terms. Additionally, the documents do not indicate any preferences for disadvantaged enterprises or specific qualifications beyond the implied need for investment advisory expertise. Delivery terms are listed as "Not Applicable," and the RFP 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 and requirements of the investment advisory services sought by the City of Stamford.