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Awarded contract·Snohomish County PUD·Washington

Investment Consultant

Won by CAPFinancial Partners, LLC$200kSingle Award
Contract source

Awarded vendors

  • CAPFinancial Partners, LLC

Description

This contract is for comprehensive investment consulting services to the District's joint labor/management Investment Committee. The contract was awarded through a request for proposal (RFP) process, and the proposal register lists three firms: CAPFinancial Partners, LLC, Hyas Group, and R.V. Kuhns & Associates, Inc. The contract is for professional services, and the scope of work includes investment consulting services. Key points to consider are the proposal submission process, the evaluation criteria, and the contract terms. • The proposal submission process was electronic through the Public Purchase website. • The evaluation criteria included factors such as experience, qualifications, and pricing. • The contract terms are not specified in the provided text, but the proposal register lists the firms that submitted proposals.

Attached files

Key dates

Last updated

Details

Award type
Single Award
Procurement
Full and Open Competition
Industry
Financial Services
NAICS
523920
Solicitation №
22-1318-HL

Contract value

$200,000

The contract value is not explicitly stated in the provided text. However, based on the scope of work and the fact that it is a professional services contract, the value is likely to be in the range of $50,000 to $500,000 per year, depending on the services provided and the duration of the contract.

AI estimate from the award documents

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