Investment management consulting services

Broward College (the College) and the Broward College Foundation, Inc. (the Foundation) have issued a Request for Letter of Interest (RLI) to identify a single qualified company to provide comprehensive Investment Management Consulting Services. The College and Foundation seek an experienced firm with substantial resources to assist in investment policy development, compliance, and portfolio/manager recommendations. The agreement term shall be for three (3) years, with the possibility of three additional one-year renewals and a 180-day extension. Respondents must provide details on their company profile, relevant experience, financial capacity, references, and proposed approach to delivering the required services. Proposed fee structures for the College and Foundation must be included, along with any potential conflicts of interest. The College reserves the right to negotiate the final terms and may award to one or more respondents. Responses are due by April 1, 2024.

The RLI does not specify any set-aside designations or restrictions on the types of organizations that can respond. No incumbent vendors or current contractors are listed, and the RLI does not provide any information on existing infrastructure or technology that requires integration. The RLI also does not include any listed award values or budget ranges.