Solicitation Holder List - 00001478
Solicitation Name: Investment Consultant Buyer: DE ETTE WOLFE
Solicitation #: 00001478 Opening Date 06/05/2020 04:00:00 PM
 
Date Acknowleged Contact Name, Company Name, Address, Phone & Fax File Sent File Downloaded
05/07/2020
Contact Person: Debbie  (Thomas) Geffrard  | Debbie Thomas Real Estate
402 NW 13th Avenue
Portland,  OR,  97209
Phone: (503)226-2141 Fax:
Email address: deb@debbiethomas.com
IRFP Investment Reporting(05/07/2020)
05/03/2020
Contact Person: Bid  Desk  | RFx Analyst, inc.
34231 Camino Capistrano
Suite 207
Dana Point,  CA,  92624
Phone: (302)244-5650 Fax: (302)244-5653
Email address: rfp@rfxanalyst.com
05/28/2020
Contact Person: Aanchal  Singh  | Atlas Smart IMS
103 Morgan Lane, Suite 104
Plainsboro,  NJ,  08536
Phone: (609)955-3033 Fax:
Email address: aanchal.singh@smartims.com
IRFP Investment Reporting(05/28/2020)
05/19/2020
Contact Person: Deanne  Woodring  | Government Portfolio Advisors
2188 SW Park Pl Suite 100
Portland,  OR,  97205
Phone: (503)248-9973 Fax: (971)266-8825
Email address: deanne@gpafixedincome.com
Addenda 1(05/27/2020)
Sample Services Contract(05/19/2020)
05/06/2020
Contact Person: Phillip  Davis  | Squared Maintenance LLC
6918 SE 72nd
Portland ,  OR,  97206
Phone: (503)703-3939 Fax:
Email address: PHIL.SQUAREDMAINTENANCE@GMAIL.COM
05/07/2020
Contact Person: John  McTear  | McTear's Tile and Remodel LLC
8731 ne Hassalo st.
Portland,  OR,  97220
Phone: (541)280-7346 Fax:
Email address: mcteartile@mail.com
05/06/2020
Contact Person: Madeline  Lewis  | Organizers Northwest
145 Furnace St
Lake Oswego,  OR,  97034
Phone: (503)245-3564 Fax:
Email address: justice.madeline@gmail.com
IRFP Investment Reporting(05/06/2020)
Sample Services Contract(05/06/2020)
05/01/2020
Contact Person: Kathleen  Dulko  | Ashford Investment Advisors
149 East International Speedway Blvd
Daytona Beach,  FL,  32114
Phone: (386)523-9500 Fax: (386)523-9501
Email address: kwdulko@outlook.com
IRFP Investment Reporting(05/12/2020)
05/01/2020
Contact Person: Ruth  Phillips  | FHN Financial Main Street Advisors
10655 Park Run Drive, Suite 120
Las Vegas,  NV,  89144
Phone: (702)575-6660 Fax: (702)575-6670
Email address: ruth.phillips@fhnmainstreet.com
00001478 Proposal Receipt.pdf(09/03/2020)
Addenda 1(05/26/2020)
Exhibit C-COP Portfolio Holdings(05/26/2020)
IRFP 0001478 Notice of Intent to Negotiate and Award.pdf(07/23/2020)
IRFP Investment Reporting(06/01/2020)
Sample Services Contract(05/26/2020)
05/06/2020
Contact Person: Malcolm  Ricks  | My Brothers Keeper
8443 N Kerby Ave
Portland,  OR,  97217
Phone: (503)256-8552 Fax:
Email address: malcolm@safetrans.net
IRFP Investment Reporting(05/06/2020)
05/29/2020
Contact Person: Gloria  Coleman  | Four Forces Inc
11918 SE Division St #174
Portland,  OR,  97266
Phone: (503)894-9195 Fax: (971)346-2000
Email address: gloria@fourforcesinc.com
05/07/2020
Contact Person: Ajay  K  | Infoshare Systems Inc
26040 Acero Ste 111
Mission Viejo,  CA,  92691
Phone: (714)646-3608 Fax: (714)364-0310
Email address: hrsupport@infosharesystems.com
IRFP Investment Reporting(05/07/2020)
Sample Services Contract(05/07/2020)
05/07/2020
Contact Person: Kaitlin  Friedman  | Clearwater Analytics
777 W Main St #900
Boise,  ID,  83702
Phone: (208)493-0910 Fax:
Email address: kaitlinfriedman@clearwateranalytics.com
00001478 Proposal Receipt.pdf(09/03/2020)
Addenda 1(05/26/2020)
Exhibit C-COP Portfolio Holdings(05/26/2020)
IRFP 0001478 Notice of Intent to Negotiate and Award.pdf(09/03/2020)
IRFP Investment Reporting(09/03/2020)
05/13/2020
Contact Person: Christopher  Fallon  | Opturo, Inc.
15 Paradise Plaza
Suite 260
Sarasota,  FL,  34239
Phone: (585)729-6429 Fax:
Email address: cfallon@opturo.com
05/14/2020
Contact Person: Emmanuel  Canteras  | Verus Advisory, Inc.
800 Fifth Avenue
Suite 3900
Seattle,  WA,  98104
Phone: (415)362-3484 Fax:
Email address: ecanteras@verusinvestments.com
Addenda 1(05/26/2020)
Exhibit C-COP Portfolio Holdings(05/26/2020)
IRFP 0001478 Notice of Intent to Negotiate and Award.pdf(07/22/2020)
IRFP Investment Reporting(05/26/2020)
Sample Services Contract(05/26/2020)
05/02/2020
Contact Person: Jus  Singh  | The Atum Group
Po Box 15176
Portland,  OR,  97293
Phone: (503)490-1020 Fax: (503)490-1020
Email address: jus.singh@a-tum.com
IRFP Investment Reporting(05/02/2020)
05/06/2020
Contact Person: Corina  Maser  | Patriot Fire Protection, Inc.
4708 NE Minnehaha Street
Vancouver,  WA,  98661
Phone: (360)699-4403 Fax: (360)699-4485
Email address: corina.maser@patriotfire.com
IRFP Investment Reporting(05/06/2020)
Sample Services Contract(05/06/2020)
05/02/2020
Contact Person: Michelle  Roberts  | Aon Consulting, Inc. - Health Solutions
851 SW Sixth Avenue
Portland,  OR,  97204
Phone: (503)306-2818 Fax:
Email address: michelle.roberts@aon.com
IRFP Investment Reporting(05/02/2020)
Sample Services Contract(05/02/2020)
06/03/2020
Contact Person: Donna  Mallard  | PFM Asset Management LLC
1 Keystone Plaza Suite 300
Harrisburg,  PA,  17101
Phone: (415)393-7226 Fax:
Email address: Mallardd@PFM.com
IRFP 0001478 Notice of Intent to Negotiate and Award.pdf(07/22/2020)
05/26/2020
Contact Person: John  Warner  | John Warner
1230 NW 12th Ave #108
Portland,  OR,  97209
Phone: (503)307-6057 Fax:
Email address: jwarner767@gmail.com
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