Bid Solicitation: ACT122-ACTT-4351
Header Information
Bid Number: ACT122-ACTT-4351 Description: Investment Advisory Services Bid Opening Date: 10/22/2021 05:00:00 PM
Purchaser: Bruce Cole Organization: Auditor-Controller/Treasurer/Tax Collector
Department: ACTT - Auditor-Controller/Treasurer/Tax Collector Location: TRTAX - Treasurer/Tax Collector
Fiscal Year: 22 Type Code: RP - Request for Proposal Allow Electronic Quote: Yes
Alternate Id:   Required Date: Available Date :  09/17/2021 08:00:00 AM
Info Contact: John.Johnson@atc.sbcounty.gov Bid Type: OPEN Informal Bid Flag: No
Purchase Method: Open Market
Pre Bid Conference:
Bulletin Desc: The San Bernardino County, Auditor-Controller/Treasurer/Tax Collector's Office (County), is seeking Proposals from interested and qualified Proposers to provide investment advisory services.
Ship-to Address: Reception
Treasurer/Tax Collector
268 W. Hospitality Lane - 1st Floor
San Bernardino, CA 92415
US
Email: general@sbcounty.gov
Phone: (909)387-8322
Bill-to Address: Ship-to
Auditor-Controller
268 W. Hospitality Lane - 4th Floor
San Bernardino, CA 92415
US
Email: general@sbcounty.gov
Phone: (909)387-8322
Print Format:
File Attachments: RFP - Investment Advisory Services - Appendix A.pdf
QA - RFP ACT122-ACTT-4351- Investment Advisory Services.pdf
RFP - Investment Advisory Services.pdf
Form Attachments:
Required Quote Attachments
Amendments:
Amendment # Amendment Date Amendment Note
1 09/17/2021 03:28:06 PM Please see attached Appendix A. Attachment File Changes: Header 1. File 'RFP - Investment Advisory Services - Appendix A.pdf': File 'RFP - Investment Advisory Services - Appendix A.pdf' added .
2 10/13/2021 09:29:08 AM Please see attached answers to posted questions. Attachment File Changes: Header 1. File 'QA - RFP ACT122-ACTT-4351- Investment Advisory Services.pdf': File 'QA - RFP ACT122-ACTT-4351- Investment Advisory Services.pdf' added .
Item Information
Item # 1:   ( 946  -  25 )   The Contract period will be for a maximum of five years beginning on January 29, 2022, and ending on January 28, 2027.
NIGP Code: 946-25
   Banking Services
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
Ship-to Address: Ship-to
Auditor-Controller
268 W. Hospitality Lane - 4th Floor
San Bernardino, CA 92415
Email: general@sbcounty.gov
Phone: (909)387-8322
   
 
Item # 2:   ( 946  -  56 )   The Contract period will be for a maximum of five years beginning on January 29, 2022, and ending on January 28, 2027.
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:
 
Ship-to Address: Ship-to
Auditor-Controller
268 W. Hospitality Lane - 4th Floor
San Bernardino, CA 92415
Email: general@sbcounty.gov
Phone: (909)387-8322
   
 
Item # 3:   ( 946  -  48 )   The Contract period will be for a maximum of five years beginning on January 29, 2022, and ending on January 28, 2027.
NIGP Code: 946-48
   Financial Advisor
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
Ship-to Address: Ship-to
Auditor-Controller
268 W. Hospitality Lane - 4th Floor
San Bernardino, CA 92415
Email: general@sbcounty.gov
Phone: (909)387-8322
   
 
Item # 4:   ( 946  -  29 )   The Contract period will be for a maximum of five years beginning on January 29, 2022, and ending on January 28, 2027.
NIGP Code: 946-29
   Cash Management Services (Incl. Budgeting Services)
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
Ship-to Address: Ship-to
Auditor-Controller
268 W. Hospitality Lane - 4th Floor
San Bernardino, CA 92415
Email: general@sbcounty.gov
Phone: (909)387-8322
   
 
Item # 5:   ( 946  -  49 )   The Contract period will be for a maximum of five years beginning on January 29, 2022, and ending on January 28, 2027.
NIGP Code: 946-49
   Financial Services (Not Otherwise Classified)
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
Ship-to Address: Ship-to
Auditor-Controller
268 W. Hospitality Lane - 4th Floor
San Bernardino, CA 92415
Email: general@sbcounty.gov
Phone: (909)387-8322
   
 
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