| Bid Number: |
FM-23-323
|
Description: |
Investment Advisory Services
|
Bid Opening Date: |
11/30/2023 11:00:00 AM
|
| Purchaser: |
William Reyes
|
Organization: |
City of Long Beach
|
| Department: |
FM - FINANCIAL MANAGEMENT
|
Location: |
2205 - CITY TREASURER
|
| Fiscal Year: |
24
|
Type Code: |
02 - RFP - Request for Proposal
|
Allow Electronic Quote: |
Yes
|
| Alternate Id: |
|
Required Date: |
|
Available Date
:
|
10/26/2023 02:00:00 PM |
| Info Contact: |
William Reyes, Buyer I, RFPPurchasing@longbeach.gov
|
Bid Type: |
OPEN
|
Informal Bid Flag: |
No
|
| Purchase Method: |
Contract
|
| Begin Date: |
02/29/2024
|
End Date: |
02/28/2025
|
| Pre Bid Conference: |
|
| Bulletin Desc: |
The City of Long Beach is inviting proposals from qualified and experienced financial institutions interested in providing Investment Advisory services related to the City's investment portfolio. Please refer to RFP for additional information.
|
|
| Ship-to Address: |
Financial Management
411 W Ocean Blvd
Long Beach, CA 90802
US
Email: LBpurchasing@longbeach.gov
Phone: (562) 570-6200
|
Bill-to Address: |
Financial Management
411 W Ocean Blvd
Long Beach, CA 90802
US
Email: LBpurchasing@longbeach.gov
Phone: (562) 570-6200
|
Print Format: |
Bid Print
|
|
File Attachments:
|
RFP FM-23-323
Attachment A
VISA Questionnaire
Section 4.3 - Editable
Addendum 1
Addendum 2
|
|
Form Attachments:
|
|
| Desired Attachment Name |
Description |
|
Narrative and Cost Proposal
|
Narrative and Cost Proposal
|
|
Financial Stability
|
Financial Stability
|
|
Mandatory Attachments
|
Mandatory Attachments
|
|
|
Pre-Bid Meeting:
|
No
|
|
Amendments:
|
| Amendment # |
Amendment Date |
Amendment Note |
|
1
|
11/16/2023 01:44:11 PM
|
Please see attached. All Addenda must be signed and submitted with your proposal. Attachment File Changes: Header 1. File 'Addendum 1': File 'Addendum 1' added .
|
|
2
|
02/09/2024 05:30:44 PM
|
Please see attached Notice of Intent to Award Attachment File Changes: Header 1. File 'Addendum 2': File 'Addendum 2' added .
|
|