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Basic Information

Reference Number

0000265758

Issuing Organization

SANDAG

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

SOL847223

Title

457 Plan Investment Advisory and Consulting Services

Source ID

PU.AG.USA.1309051.C10479401

Details

Location

United States, California, San Diego County

Purchase Type

Duration: 5 years

Piggyback Contract

Description

The San Diego Association of Governments (SANDAG) is seeking proposals from qualified firms licensed in State of California to provide investment advisory and general consulting services for the agency’s 457 Deferred Compensation Plan (“Project”). It is anticipated that one contract will be awarded as a result of this RFP.

Dates

Publication

07/27/2021 11:45 AM PDT

Bid Intent

Not Available

Question Acceptance Deadline

08/10/2021 02:00 PM PDT

Questions are submitted online

Yes

Closing Date

09/06/2021 02:00 PM PDT

Contact Information

Zara Sadeghian

(619) 595-5395

zara.sadeghian@sandag.org

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

- License Required

Award Requirements

- All or None Award

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

Disclaimer Thank you for your interest in working with SANDAG. Please be sure to review and comply with all specifications and requirements.

Reminder: All Disadvantaged Business Enterprise (DBE) and Small Business (SB) firms are encouraged to apply for the SANDAG Bench Program if your firm provides Architecture and Engineering (A&E), Construction Management (CM), and/or Planning Services. The Bench is a pool of certified DBE and SB firms that Prime Consultants are able to access for work on SANDAG A&E, CM, and Planning On-Call Contracts.