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Basic Information

Reference Number

0000323170

Issuing Organization

City of Cedar Park

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP # 04-051-220-KS-050

Title

Investment Advisory Services

Source ID

PU.AG.USA.1921.C890876

Details

Location

United States, Texas, Williamson County

Purchase Type

Term: 08/31/2023 12:00 AM CDT - 08/31/2024 12:00 AM CDT
Option: 4

Piggyback Contract

Description

This Request for Proposal (RFP) is to establish the scope of services and requirements to enter into a contract with a qualified investment advisor. The successful Proposer shall provide nondiscretionary and discretionary portfolio management services for the City of Cedar Park’s investment portfolio, to include all required labor, materials, and travel to provide these services and shall meet or exceed the requirements as specified in this RFP.

Dates

Publication

06/16/2023 10:42 AM CDT

Question Acceptance Deadline

07/04/2023 05:00 PM CDT

Questions are submitted online

Closing Date

07/18/2023 02:00 PM CDT

Contact Information

Kyle Tran

5124015176

kyle.tran@cedarparktexas.gov

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

- Local Service Required

Award Requirements

- All or None Award

Bid Submission Process

Bid Submission Type

Electronic or Physical 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