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Basic Information

Reference Number

0000027834

Issuing Organization

Jefferson County Public Schools

Owner Organization

Human Resources Employee Benefits

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-23620

Title

Investment Consulting Services

Source ID

PU.AG.USA.1246

Details

Location

United States, Colorado

Delivery Point

Golden, CO

Purchase Type

Duration: annual agreement with 4 opt...

Piggyback Contract

Description

Summary of Specifications:
The District is interested in retaining a firm to provide investment management advisory services for the District’s 403(b)/TSA 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

01/05/2015 05:34 PM EST

Question Acceptance Deadline

01/16/2015 06:00 PM EST

Questions are submitted online

Closing Date

01/30/2015 06:00 PM EST

Contact Information

Betty Standley, CPPB

303-982-6830

bstandle@jeffco.k12.co.us

Additional Information

Delivery Date

September 1, 2015

Freight Requirements

FOB Destination

Payment Terms

N30

Other

Accepting Vendor Questions

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

- Local Service Required

Award Requirements

- All or None Award

Bid Submission Process

Bid Submission Type

Physical Bid Submission