DOCUMENT

RFP - Investment Management & Trustee-Administrator Services 2007

  • YEAR CREATED: 2007
  • ENTITY TYPE: County
  • TYPE OF DOCUMENT: RFP - Request for Proposals
The document is a request for proposal (RFP) for investment management and trustee/administrator services. The document outlines the required documents that must be included in the proposal response, such as a fee schedule, representation, oath, and acknowledgement of any addendums or amendments. The proposers are reminded of their responsibility to verify that they have received and acknowledged any amendments before submitting their bid. The document also provides a timeline for the base year and option years for both investment management services and trustee/administrator services. The section on representation requires the proposer to submit information about their company, including authorization, qualifications, and consent for the county to conduct inquiries. The section on oath requires the proposer to swear that they have not prevented competition or induced other bidders to withdraw their bids. The document also includes technical proposal requirements, such as providing detailed information about the services requested and submitting proposals in a specific format.
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