Get instant access

to solicitation details & future business opportunities.

Get Access

Vendor packages with access to similar open solicitations

Statewide

Matching bid notifications & access to all Statewide & Group bid details

Group

Matching bid notifications from participating agencies

Basic

Access participating agency bids

Basic Information

Reference Number

0000250865

Issuing Organization

City of Pontiac

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

006

Title

REQUEST FOR PROPOSAL INVESTMENT CONSULTANT

Source ID

PU.AG.USA.1264.C11205526

Details

Location

United States, Michigan, Oakland County

Piggyback Contract

Description

The Board of Trustees of the City of Pontiac VEBA Trust (the “VEBA Trust”) intends to secure a contract for investment consultant services. The purpose of this Request for Proposal (RFP) is to define the Board’s minimum requirements, solicit proposals, and to gain adequate information from which the VEBA Trust may evaluate such services.

Dates

Publication

12/29/2020 04:41 PM EST

Questions are submitted online

Closing Date

01/15/2021 05:00 PM EST

Contact Information

Adrienne Zeigler

248-758-3120 ext. 3120

azeigler@pontiac.mi.us

Buyer Preferences, Guidelines & Requirements

Participation Requirements

- Disadvantaged Business Enterprise (DBE)

- Minority Business Participation

- Service-Disabled Veteran Owned

- Women-Owned Business Participation

Bid Submission Process

Bid Submission Type

Physical Bid Submission

Additional Bidding Instructions

To achieve a uniform review process and obtain the maximum degree of comparability, it is required that the proposal be organized in the following manner:

1. 1. Title Page: Please indicate the RFP subject, the name of your organization, address, telephone number, name of account officer, name of contact person, and date
1. 1. Table of Contents: Clearly identify the material by section and page number.
1. 3.Letter of Transmittal: Limit to one or two pages.
1. 1. 1. Briefly state your organization's understanding of the nature of the work.
    2. Give the names of the persons who will be authorized to make presentations for your organization, their titles, addresses, and telephone numbers.
1. 1. Submission: The VEBA Trust requests that a total number of seven (7) complete sets of your proposal be submitted.

Proposals must be presented in a sealed envelope clearly marked as follows: RFP: Investment Consultant
Matthew I. Henzi AsherKelly, PLLC
25800 Northwestern Hwy., Ste. 1100
Southfield, MI 48075

One electronic copy should be forwarded to Matthew I. Henzi at mhenzi@asherkellylaw.com. Your response to this RFP must be received at the above address by 5:00 p.m. on January 15, 2021. All inquiries about the RFP should be brought to the attention of Matthew Henzi at mhenzi@asherkellylaw.com or 248-746-2762.

Late Proposals: Proposals received by the VEBA Trust after 5:00 p.m. on January 15, 2021, will not be considered.