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Basic Information

Reference Number

0000096353

Issuing Organization

William Floyd School District

Owner Organization

N/A

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-JS-INVESTMENT MANAGEMENT SERVICES

Title

RFP FOR INVESTMENT MANAGEMENT SERVICES

Source ID

PU.AG.USA.1539

Details

Location

United States, New York

Delivery Point

N/A

Purchase Type

Term: 07/01/2016 12:00 AM EDT - 06/30/2019 12:00 AM EDT

Piggyback Contract

Description

Summary of Specifications:
Attached are the specifications for Investment Management Services. There are several dates that vendors should be aware of:

April 1, 2016 - Deadline for receiving proposals

April 15 through May 15 - Interviews with selected firms

May 15 through May 27 - Agreement negotiation with finalist firm(s)

June 13, 2016 - Board of Trustees meeting/Target date for award

July 1, 2016 - Engagement effective date

Dates

Publication

03/11/2016 02:54 PM EST

Question Acceptance Deadline

03/31/2016 11:00 AM EDT

Questions are submitted online

Closing Date

04/01/2016 12:00 PM EDT

Contact Information

Jennifer Schildkraut

631-874-1696

jschildkraut@wfsd.k12.ny.us

Additional Information

Delivery Date

N/A

Contact 1 for questions

Mr. John Congdon, Program Coordinator, jcongdon@bayoaksgroup.com

Other

Accepting Vendor Questions

Buyer Preferences, Guidelines & Requirements

Award Requirements

- All or None Award

Bid Submission Process

Bid Submission Type

Physical Bid Submission