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Awarded contract·City of Concord·California

Asset Management Services

Won by Chandler Asset Management +5 more$250kMultiple Award
Contract source

Awarded vendors

  • Chandler Asset Management
  • C.S. McKee L.P.
  • Garcia Hamilton & Associates, LP
  • Insight Investment
  • PFM Asset Management LLC
  • Public Trust Advisors LLC

Description

The City of Concord is seeking proposals for asset management services. The RFP was issued on January 15, 2016, and bids were due on March 31, 2016. The contract award may be pending further evaluation and council approval. The scope of work includes asset management services, and the city is looking for a vendor to provide these services. The contract duration and renewal terms are not specified in the provided documents. Key points to consider include the city's investment policy, the treasurer's report, and the addendum to the RFP. • The city's investment policy is outlined in the document "2344 Concord Investment policy 2015-2016 CCA 5-26-15.pdf". • The treasurer's report is available in the document "2344 Treasurer's Report-PostonWebsite.pdf". • An addendum to the RFP is available in the document "2344 ADDENDUM 1 FINAL.pdf". • The city's purchasing division is responsible for managing the bidding process and evaluating proposals. • The contact person for this RFP is Debbie Wellnitz, who can be reached by email or phone.

Attached files

Key dates

Last updated

Details

Award type
Multiple Award
Procurement
Full and Open Competition
Industry
Financial Services
NAICS
523920
Solicitation №
2344

Contract value

$250,000

The contract value is not explicitly stated in the provided documents. However, based on the scope of work and the fact that the city is seeking asset management services, it is likely that the contract value is significant. The city's investment policy and treasurer's report may provide some insight into the city's financial situation and the potential value of the contract. A rough estimate of the contract value could be in the range of $100,000 to $500,000 per year, depending on the specific services required and the duration of the contract.

AI estimate from the award documents

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