Bid Solicitation: 00001312
Header Information
Bid Number: 00001312 Description: INVESTMENT CONSULTANT - 457 DEFERRED COMPENSATION PLAN Bid Opening Date: 08/26/2019 04:00:00 PM
Purchaser: Valentine Hellman Organization: City of Portland
Department: SERVICES - Services Location: SERVI - Services
Fiscal Year: 19 Type Code: 12 - PTE RFP Allow Electronic Quote: Yes
Alternate Id:   Required Date: Available Date :  08/12/2019 12:00:00 AM
Info Contact: Contact Christina Pham at (503)823-6140 Bid Type: OPEN Informal Bid Flag: No
Purchase Method: Open Market
Pre Bid Conference: None
Bulletin Desc: The City is seeking proposers that are registered with either State or Federal securities regulators pursuant to the Investment Advisors Act of 1940 with demonstrated experience in 457 Deferred Compensation Plan Investment Consulting.
Ship-to Address: Please See Solicitation Documents
1120 SW 5th Ave.
Portland, OR 97204
US
Email: procurementsupport@portlandoregon.gov
Phone: (503)823-4000
Bill-to Address: Please See Solicitation Documents
1120 SW 5th Ave.
Portland, OR 97204
US
Email: procurementsupport@portlandoregon.gov
Phone: (503)823-4000
Print Format:
File Attachments: RFP 00001312
00001312 Addendum 1
00001312 Addendum 2
00001312 Proposal Receipt Record
Form Attachments:
Amendments:
Amendment # Amendment Date Amendment Note
1 08/12/2019 05:00:34 PM Addendum 1 is posted. Attachment File Changes: Header 1. File '00001312 Addendum 1': File '00001312 Addendum 1' added . Enrollment Date Changes:
2 08/21/2019 01:54:38 PM Addendum 2 is posted. Attachment File Changes: Header 1. File '00001312 Addendum 2': File '00001312 Addendum 2' added . Enrollment Date Changes:
3 08/26/2019 04:26:47 PM 00001312 Proposal Receipt Record is posted. Attachment File Changes: Header 1. File '00001312 Proposal Receipt Record': File '00001312 Proposal Receipt Record' added . Enrollment Date Changes:
Item Information
Item # 1:   ( 946  -  56 )   The City is seeking proposers that are registered with either State or Federal securities regulators pursuant to the Investment Advisors Act of 1940 with demonstrated experience in 457 Deferred Compensation Plan Investment Consulting.
NIGP Code: 946-56
   Investment Management Services
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
Item # 2:   ( 918  -  99 )   The City is seeking proposers that are registered with either State or Federal securities regulators pursuant to the Investment Advisors Act of 1940 with demonstrated experience in 457 Deferred Compensation Plan Investment Consulting.
NIGP Code: 918-99
   GENERAL - ALL CONSULTING SERVICES
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
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