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Basic Information

Reference Number

0000172416

Issuing Organization

Pasco County Board of County Commissioners

Owner Organization

County Clerk & BOCC

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-CU-15-143

Title

INVESTMENT MANAGEMENT SERVICES

Source ID

PU.AG.USA.1543

Details

Location

United States, Florida

Delivery Point

Purchase Type

Duration: 3 years

Piggyback Contract

Description

Summary of Specifications:
It is the intent of this proposals for investment managers to assist in the management of its investment portfolio by advising the Pasco County Clerk and Comptroller (the “County Clerk”), Board of County Commissioners (the “BOCC”) and the Investment Steering Committee (the “Committee”) on appropriate investment philosophy, capital market trends, investment policy reviews and updates, asset allocation strategy, compliance monitoring, education, and by providing the County Clerk, BOCC and the Committee with other investment management services as needed.

Dates

Publication

06/05/2015 09:22 AM EDT

Question Acceptance Deadline

06/19/2015 05:00 PM EDT

Questions are submitted online

Closing Date

06/30/2015 02:00 PM EDT

Contact Information

Christopher Urban

727-847-8194

curban@pascocountyfl.net

Additional Information

Delivery Date

Other

Accepting Vendor Questions

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Award Requirements

- All or None Award

Bid Submission Process

Bid Submission Type

Physical Bid Submission

Disclaimer
Effective January 1, 2021, all Contractors and Consultants entering into a contract with a governmental entity in Florida is required to be registered with the U.S. Department of Homeland Security’s E-Verify system and to utilize it to verify the work authorization of all newly hired employees throughout the term of any such contract and to obtain affidavits from its subcontractors as required under Section 448.095(2), Fla. Stat.