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Basic Information

Reference Number

0000362071

Issuing Organization

Pima County

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-24000277

Title

Investment Broker-Dealer Services

Source ID

PU.AG.USA.2550079.C15727776

Details

Location

United States, Arizona, Pima County

Delivery Point

Pima, AZ

Purchase Type

Duration: 1 year
Option: County may renew this Contract for up to four (4) additional periods of up to one (1) year each.

Piggyback Contract

Description

Pima County (“County”) is soliciting proposals from firms qualified, responsible, and willing to provide Investment Broker-Dealer Services in compliance with all solicitation specifications and requirements contained or referenced herein.

Dates

Publication

09/09/2024 12:00 AM MST

Bid Intent

Not Available

Question Acceptance Deadline

09/23/2024 12:00 AM MST

Questions are submitted online

Yes

Closing Date

10/01/2024 01:00 PM MST

Prebid Conference

09/18/2024 01:00 PM MST

Contact Information

Kelsey Braun-Shirley

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

- License Required

Pre-Bidding Events

Event Type

Prebid Conference

Attendance

Recommended

Event date

09/18/2024 01:00 PM MST

Location

MS Teams

Event Note

https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDhkNzgyMmEtODMwOC00NThkLWJlMjUtOWU3YjQ3NzI2NzE4%40thread.v2/0?context=%7b%22Tid%22%3a%2233b6e2c3-0b1a-4879-b741-47461a6c1a89%22%2c%22Oid%22%3a%224a5e8910-1e2d-43ae-a28b-3fd4f0edc555%22%7d
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Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

No Pricing

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Attachment 1	Proposal Certification Form	Yes	No
Attachment 2	Minimum Qualifications Verification Form	Yes	No
Attachment 3	Questionnaire Form	Yes	No
Exhibit C	Certification of Compliance with the Investment Policy of the Pima County Treasurer	Yes	No
No entries

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Disclaimer Thank you for your interest in our bid opportunities and we welcome you to submit a response. Please be sure to review and comply with all specifications and requirements.