Bid Solicitation: 00001478
Header Information
Bid Number: 00001478 Description: Investment Consultant Bid Opening Date: 06/05/2020 04:00:00 PM
Purchaser: DE ETTE WOLFE Organization: City of Portland
Department: DEPARTMENTACCESS - Department Access Location: DA - Department Access
Fiscal Year: 19 Type Code: 12 - PTE RFP Allow Electronic Quote: Yes
Alternate Id:   Required Date: 06/30/2020 Available Date :  05/01/2020 03:50:25 PM
Info Contact: Contact BRIGID OCALLAGHAN at (503)823-3104 Bid Type: OPEN Informal Bid Flag: No
Purchase Method: Open Market
Pre Bid Conference: No pre-bid conference
Bulletin Desc: IRFP for Investment Reporting & Consultant Services
Ship-to Address: Please See Solicitation Documents
1120 SW 5th Ave, Suite 1035
Portland, OR 97204
US
Email: buyspeedvendorhelp@portlandoregon.gov
Phone: (503)823-5047 		Bill-to Address: Please See Solicitation Documents
1120 SW 5th Ave, Suite 1035
Portland, OR 97204
US
Email: buyspeedvendorhelp@portlandoregon.gov
Phone: (503)823-5047 		Print Format:
File Attachments: 00001478 Proposal Receipt.pdf
IRFP Investment Reporting
Sample Services Contract
Exhibit C-COP Portfolio Holdings
Addenda 1
IRFP 0001478 Notice of Intent to Negotiate and Award.pdf
Form Attachments:
Amendments:
Amendment # Amendment Date Amendment Note
1 05/26/2020 03:08:50 PM Extending bid opening date, Q&A, Exhibit C in Excel format Header 1. Bid Opening Date changed from "05/29/2020 04:00:00 PM" to "06/05/2020 04:00:00 PM". Attachment File Changes: Header 1. File 'Addenda 1': File 'Addenda 1' added . 2. File 'Exhibit C-COP Portfolio Holdings': File 'Exhibit C-COP Portfolio Holdings' added . Enrollment Date Changes:
2 07/08/2020 02:46:57 PM IRFP 0001478 Notice of Intent to Negotiate and Award posted. Attachment File Changes: Header 1. File 'IRFP 0001478 Notice of Intent to Negotiate and Award.pdf': File 'IRFP 0001478 Notice of Intent to Negotiate and Award.pdf' added . 2. File 'IRFP Investment Reporting': Order changed from "0" to "1". 3. File 'Sample Services Contract': Order changed from "0" to "2". 4. File 'Addenda 1': Order changed from "0" to "4". 5. File 'Exhibit C-COP Portfolio Holdings': Order changed from "0" to "3". Enrollment Date Changes:
3 09/02/2020 06:03:18 PM 00001478 Proposal Receipt posted Attachment File Changes: Header 1. File '00001478 Proposal Receipt.pdf': File '00001478 Proposal Receipt.pdf' added . Enrollment Date Changes:
Item Information
Item # 1:   ( 946  -  56 )   Investment Consultant
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:
 
PORTLAND_PORTLAND_AWS_PROD_BUYSPEED_1_bso