What the city is buying

by RFPFinder from the notice and attachments; the solicitation governs

The City of Raleigh seeks a qualified Broker/Dealer firm to manage its investment portfolio. Offers will be evaluated based on the qualifications and experience of the firm.

Scope

Broker/Dealer Qualification Questionnaire for Establishment of the City of Raleigh Approved Broker/Dealer Investment Pool
Qualification of Broker/Dealer firms to manage the City of Raleigh investment portfolio

Submission: emailDays to respond: 4

CompetitionCompetition unknownNo award history or sole-source language found for this buyer and code.

From USAspending awards and the notice text, recomputed nightly (Oct 7). A signal, not a verdict.

How to get the bid documents

Download the 1 document below (no portal account needed)
Check the submission requirements in the compliance checklist
Submit through NC Division of Purchase & Contract - Electronic Vendor Portal (eVP) (free account) before 12:00 PM ET on Oct 14

To submit, you need a free account at NC Division of Purchase & Contract - Electronic Vendor Portal (eVP).

Documents · 1 item, 1 file

PDF
City of Raleigh Broker-Dealer Questionnaire (FINAL).pdf196 KB · 10 pages
View

Open the original listing on the agency portal

Details

Place of performance: North Carolina
Buyer type: City
Notice type: RFP
Solicitation no.: 274-2027-CTYQuestionnaire
Category: Consulting · beta
Contract type: RFP from notice
Local presence: Not required
Amendments: None since Sep 23
Contact: Lanee Edwards

Not stated in the notice: estimated value, period of performance. Check the bid documents.

Contact details from the source notice. Contact the buyer only about this solicitation.

Key dates

Wed, Sep 23Posted

Not statedQuestions due

Wed, Oct 14 · 12:00 PM ETResponses due · 4 days left Under 14 days

Change log

verified Sat, Oct 10 · 2:16 AM ET

No amendments since posting on Wed, Sep 23; verified Sat, Oct 10 · 2:16 AM ET.

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Notice as published

Broker/Dealer Qualification Questionnaire for Establishment of the City of Raleigh Approved Broker/Dealer Investment Pool

Broker/Dealer Qualification Questionnaire for Establishment of the City of Raleigh Approved Broker/Dealer Investment Pool: The City maintains an investment portfolio of approximately $1.8 billion, consisting primarily of U.S. Treasury and Agency obligations, bank accounts, money market accounts, and investment pools. The City’s investment program is administered in accordance with N.C.G.S. §159-30 and the City’s Investment and Portfolio Policy included as Appendix A.

Special instructions: Bid Agent: [email on the source notice]

Listing collected from NC Division of Purchase & Contract - Electronic Vendor Portal (eVP). Always confirm requirements in the original solicitation before you bid.