This Solicitation opportunity from Georgia was posted on July 9, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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RP032-24, Provision of Investment Advisory and Portfolio Management Services on an Annual Contract

Closed

PE-77023-NONST-2025-000000200State & Local

Submission Closed08/07/2024, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 561110

New

SLED

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Request for Quotations- KG0-FY17- LIHEAP Temporary Support Staff- DCSS Vendors

Solicitation # Doc852613

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Child & Eldercare Committee Oversight

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SBIR/STTR Support Services to the Department of Energy (DOE), Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) Programs Office.The Department of Energy Office of Science is forecasting a requirement for support services to assist the Small Business Innovation Research and Small Business Technology Transfer Programs Office. This effort is categorized under NAICS code 561110 and is designated as a small business set-aside under the 8(a) program. The work is expected to be performed in Maryland. The current incumbent for these services is Grey Street Consulting, LLC. Interested parties may coordinate with Small Business Program Managers David Riley or Chadsey Kittock regarding this opportunity.

Office of Science

POSTED

3 days ago

DEADLINE

N/A

AI Contract Overview

The Gwinnett County Board of Commissioners is seeking proposals from qualified firms to provide investment advisory and portfolio management services under an annual contract, with four optional one-year renewals. The contract aims to secure professional financial management for the county’s investments, with a total value ranging from $500,000 to $2,000,000. Interested firms must submit their proposals by August 7, 2024, and should be aware that firms currently on the county’s ineligible source list or debarred are prohibited from participating. The solicitation emphasizes the importance of compliance with eligibility requirements and encourages qualified firms to respond within the specified timeframe. The project is associated with the NAICS code 561110, indicating a focus on office administrative services related to investment management. The primary point of contact for inquiries is Casey Beauston, reachable via email or phone. The contract is being managed by the Georgia Department of Towns County Government, and the solicitation details are accessible through the provided online link. This opportunity is part of the county’s ongoing efforts to ensure professional oversight of its investment portfolio, emphasizing transparency and competitive bidding to select the most qualified service provider.

General Info

Agency

Georgia → Towns County Government

NAICS

561110 - Office Administrative Services

Place of Performance

GA, USA

Set-Aside

NONE

Documents

RP032-24: Investment Advisory and Portfolio Management Services

rfp

High

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

1 update

PhaseClosed

PostedJul 9

Solicitation

Notice updatedJul 9

Solicitation number changed from 77023 GWINNETT PE-77023-NONST-2025-000000200 to PE-77023-NONST-2025-000000200.

Response DeadlineAug 7

Deadline has passed

Submission Closed

08/07/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyGeorgia → Towns County Government

Contacts1 person available

OfficeN/A

Organization / AgencyGeorgia → Towns County Government

Office AddressN/A

Contacts

Casey Beauston

contact@example.gov

+1 (555) 000-0000

Full Description

The Gwinnett County Board of Commissioners is soliciting competitive sealed proposals from qualified firms for the Provision of Investment Advisory and Portfolio Management Services on an Annual Contract with four (4) one-year options to renew for the Department of Financial Services.
Please Note: Ineligible Source List During the period for which a person/firm has been debarred or suspended, or placed on the Gwinnett County ineligible source list, that person/firm shall not submit or cause to be submitted offers, quotes, bids, or proposals, etc. to Gwinnett County, even when automatically or electronically distributed a notification or notified of a solicitation request. Submittals from firms currently on the Gwinnett County ineligible source list will not be considered.