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Basic Information

Reference Number

0000013118

Issuing Organization

Jefferson County Public Schools

Owner Organization

Benefits

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-22385

Title

Investment Consulting Services

Source ID

PU.AG.USA.1246

Details

Location

United States, Colorado

Delivery Point

Golden, CO

Purchase Type

Duration: Other Term

Piggyback Contract

Description

Summary of Specifications:
The District is interested in retaining a firm to provide investment advisory services for the District’s Supplemental Retirement Plan (a frozen, non-ERISA defined benefit plan) and the 403(b)/TSA (non-ERISA defined contribution plan). Qualified investment advisors include those who are registered with the Securities and Exchange Commission to provide such services and that meet the minimum requirements set forth in the RFP document.

Dates

Publication

06/19/2009 10:22 AM EDT

Question Acceptance Deadline

06/26/2009 10:00 AM EDT

Questions are submitted online

Closing Date

07/15/2009 10:00 AM EDT

Contact Information

Betty Standley, CPPB

303-982-6830

bstandle@jeffco.k12.co.us

Additional Information

Delivery Date

09/01/2009

Contact 2 for questions

Ms. Lisa Eacker, Benefits Director, leacker@jeffco.k12.co.us

Payment Terms

N30

Other

Accepting Vendor Questions

Bid Submission Process

Bid Submission Type

Physical Bid Submission