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Basic Information

Reference Number

0000337604

Issuing Organization

Emmet County

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

EC-12-2023 #31

Title

INVESTMENT CONSULTING SERVICES: MONEY PURCHASE PLAN & TRUST/457(b) DEFERRED COMP

Source ID

PU.AG.USA.914243.C12969826

Details

Location

United States, Michigan, Emmet County

Purchase Type

Duration: 3 years
Option: 2 additional years

Piggyback Contract

Description

Emmet County is soliciting proposals from prospective vendors to provide the County with investment consulting services from qualified firms.

Dates

Publication

12/15/2023 10:40 PM EST

Question Acceptance Deadline

12/21/2023 03:00 PM EST

Questions are submitted online

Closing Date

01/08/2024 03:00 PM EST

Contact Information

Denise White

dwhite@emmetcounty.org

Bid Submission Process

Bid Submission Type

Physical Bid Submission

Additional Bidding Instructions

For your bid to qualify, you must submit three (3) hard copies in your SEALED BID

no later than 3:00 PM EST on January 8, 2024 to:

EMMET COUNTY FINANCE DEPARTMENT
ATTN: Priscilla Meyer, Administration Office
200 DIVISION STREET, SUITE G70
PETOSKEY, MI 49770

1. Response to this RFP MUST be clearly marked RFP# EC-12-2023 #31 -- INVESTMENT CONSULTING SERVICES.
2. Questions shall be submitted in writing to Denise White at dwhite@emmetcounty.org no later than 3:00 PM EST on December 21, 2023:
3. This RFP, any addendums, and any potential questions and answers will be posted on the Emmet County website at https://www.emmetcounty.org/open-bids-rfps/.
4. The County reserves the right, in its sole discretion, to reject any and all proposals, or parts of any proposal, for any reason whatsoever and waive technicalities.
5. The County will only accept proposals that are responsive to the RFP and are prepared and submitted in compliance with the requirements set forth in this RFP.
6. Emmet County will not award any proposal to an individual or business having any outstanding amounts due from a prior Contract or business relationship with the County or who owes any amount(s) for delinquent Federal, State or Local taxes, fees and licenses.

No late submissions will be accepted.