DOCUMENT

RFP - Addendum 1 - Consultant Services 2004

  • YEAR CREATED: 2004
  • ENTITY TYPE: County
  • TYPE OF DOCUMENT: RFP - Request for Proposals
The document is a request for proposal (RFP) from the County of Rockland in New York for consultant services to evaluate their Deferred Compensation Plan. The RFP outlines the criteria and requirements that interested firms must address in their proposals. The document begins with a disclaimer stating that respondents are responsible for their own expenses and that the Board reserves the right to contract with one or more respondents. The Board may conduct interviews or request further clarification during the review process. The RFP then provides a list of criteria that the proposals should address. These criteria include the company's history, ownership structure, and experience in providing investment consulting services. The document also asks for information on key professionals in the firm and their biographical data. The RFP requires the listing of three Deferred Compensation plans that are similar in size to the County's plan and to which the company currently provides advisory services. It also asks for information on three plans that have recently retained the company's services. The document inquires about any conflicts of interest that the firm or its employees may have and asks for a detailed explanation if any conflicts exist. It also asks if the firm receives fees from investment managers or brokers and the percentage of revenue derived from different sources. The RFP then moves on to consulting services, asking for a description of the process the firm will use to recommend investment policies and guidelines for the Deferred Compensation Plan. It also asks about the firm's process for evaluating and selecting investment funds and their methodology for analyzing fund performance. The document requests information on the firm's performance measurement process, including the types of analysis included in a performance evaluation report and the extent to which the reports can be customized. It also asks about risk measures and other account diagnostics provided in the reports. The RFP concludes by asking for any additional issues not covered in the document that demonstrate the capabilities of the firm. It also asks if the firm has been involved in any litigation or cited by regulators in the last five years and if it is licensed to do business in the State of New York.
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