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Basic Information

Reference Number

0000332000

Issuing Organization

El Paso County

Owner Organization

Treasurer's Office

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-23-137

Title

Investment Advisory Services

Source ID

PU.AG.USA.2374.C2680701

Details

Location

United States, Colorado, El Paso County

Delivery Point

El Paso County, CO

Purchase Type

Term: 01/01/2024 12:00 AM MST - 12/31/2024 12:00 AM MST
Option: Four one-year renewal options

Piggyback Contract

Yes

Description

The El Paso County Treasurer’s Office is seeking the services of an investment advisory firm to assist in the management of the county’s operating funds (estimated $30-$75 million). The County funds must be invested according to the Colorado Revised Statutes 75-75-601 et. seq. The investment objectives, in the order of priority, are safety, liquidity, and yield. The selected investment advisor will provide fixed income investment management advisory services. The investment advisor will perform a broad range of functions.

Dates

Publication

10/04/2023 02:54 PM MDT

Bid Intent

Not Available

Question Acceptance Deadline

10/13/2023 02:00 PM MDT

Questions are submitted online

Yes

Closing Date

11/01/2023 12:00 PM MDT

Contact Information

Cody Walters

719-520-6593

codywalters@elpasoco.com

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	Yes	No
No entries