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Basic Information

Reference Number

0000240898

Issuing Organization

City of Grand Junction

Owner Organization

General Services Department

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-4804-20-SH

Title

FINANCIAL ADVISOR SERVICES

Source ID

PU.AG.USA.1123.C2682551

Details

Location

United States, Colorado, Mesa County

Purchase Type

Term: 10/30/2020 12:00 AM MDT - 10/30/2021 12:00 AM MDT
Option: Three annual renewals

Piggyback Contract

Description

The City of Grand Junction, Colorado (City) is seeking proposals from qualified individuals or firms to provide Financial Advice to City employees. The selected Financial Advisor will assist and supplement City Employees by providing technical and strategic advice in managing their personal financial portfolios. The selected Financial Advisor will provide advice only and will not manage funds. The selected Firm or Individual will provide professional Advice to City Employees. All investments will remain with the City's contracted investment firm. The resulting contract for this Proposal will be for Advisory services only.

Dates

Publication

06/29/2020 02:53 PM MDT

Bid Intent

Not Available

Question Acceptance Deadline

07/21/2020 05:00 PM MDT

Questions are submitted online

Closing Date

08/04/2020 02:30 PM MDT

Contact Information

Susan Hyatt

970-244-1513

susanh@ci.grandjct.co.us

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

Lump sum

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	No	No
No entries