RFP Equity Investment Consultant Services

New Search Print Friendly Ask Buyer Bulletin Board Solicitation: MGR004017A RFP Equity Investment Consultant Services Issued: 12/1/22 Last Amended: 1/3/23 Current Status: Closed Start Date: Closing Date: 1/6/23 2:00 PM EST Doc Dept: Managers Office Time Left: Expired Buyer Name: Category: Type: Request for Proposals(RFP) Response Options Buyer Information () Phone: Fax: Additional Dates Bid Opening Date: Award Date: Intent Posted Date: More... see Events tab Print Solicitation Lots/Lines Attachments Additional Information Terms Criteria Events Q & A List Amendment History Bulletin Board Pre-Qualified Vendors Public Bid Reading Intent to Award Notice of Award Auction (Bids) Lot 1: Default Description Requested More Information INVESTMENT MANAGEMENT SERVICES Service Start : Service End : View Purchase History Commodity Code : 96153 Marketing Services (Incl. Distribution, Research, Sales Prom Attachments: File Name Date Description Attachment Type Addendum 1 Modification to Attachment 1

BDI Solicitation Coversheet.pdf 12/21/22 Addendum 1 Modification to Attachment 1 BDI Solicitation Coversheet Standard Addendum 2 Vendor Questions Due Date.pdf 12/22/22 Language correction regarding Vendor Questions Due Standard Addendum 2 Vendor Questions Due Date.pdf 12/22/22 Addendum 2 Language Correction Regarding Vendor Questions Standard Addendum Vendor Questions and Responses.pdf 1/3/23 Vendor Questions and Responses Standard Pre-Proposal Conference Presentation.pdf 1/3/23 Non-Mandatory Pre-Proposal Conference Slide Deck Standard From 1 to 5 Total: 5 Additional Information Terms and Conditions Line Name Details 1 RFP Terms By submitting a response to this RFP, the Vendor acknowledges and agrees to the terms and conditions of this RFP located at: https://www.mecknc.gov/Finance/Procurement/Documents/Solicitation%20Terms%20and%20Conditions.pdf 2 Contract Exceptions Any exceptions to the County's Standard Contract must be identified and explained in writing and attached to your response. The Standard Contract is located at https://www.mecknc.gov/Finance/Procurement/Documents/Standard%20County%20Contract.pdf 3 Solicitation Exceptions Any exceptions to the County's Scope of Work must be identified and explained in writing and attached to your response. From 1 to 3 Total: 3 Criteria Description Mandatory YES Answer Response Type Expected 1 - 1 Qualifications and Experience No None 1 - 2 Evaluated on ability to perform advanced reporting with data analysis and t No None 1 - 3 Proposals compared to most reasonable and or most effective pricing option No None 1 - 4 Proposals compared to MBE &WBE subcontracts usage to meet Achievement goals No None From 1 to 4 Total: 4 Event Date RFP Public Notice 12/1/22 Acknowledgement Form Due before 2:00PM (EST) 12/21/22 Pre-Bid Conference 10:00am (EST) 12/22/22 Vendor Registration and Submittal Training 2:00pm (EST) 12/22/22 Vendor Questions Due before 2:00pm (EST) 12/23/22 County Response to Vendor Questions 12/30/22 Proposals Due before 2:00pm (EST) 1/6/22 From 1 to 7 Total: 7 No Records found. Question Question Date Answer Answer Date From 0 to 0 Total: 0 Enter Your Question : Amendment Location Action Description Text Date 1 Header Modify AMENDMENT CHANGED FROM [BLANK] TO "1" 12/21/22 2 Terms & Conditions Modify SUPPORTING DOCUMENT DESCRIPTION , ATTACHMENTS CHANGED FROM "203213" TO "204453" 12/22/22 2 Header Modify DESCRIPTION CHANGED FROM "RFP EQUITY INVESTMENT CONSULTANT SERVICES" TO "RFP EQUITY INVESTMENT CONSULTANT SERVICES." 12/22/22 2 Header Modify AMENDMENT CHANGED FROM "1" TO "2" 12/22/22 3 Terms & Conditions Modify SUPPORTING DOCUMENT DESCRIPTION , ATTACHMENTS CHANGED FROM "204849" TO "204947" 1/3/23 3 Terms & Conditions Modify SUPPORTING DOCUMENT DESCRIPTION , ATTACHMENTS CHANGED FROM "204850" TO "204948" 1/3/23 3 Header Modify AMENDMENT CHANGED FROM "2" TO "3" 1/3/23 4 Commodity Line Modify GROUP 1, LINE 1, DESCRIPTION CHANGED 1/3/23 4 Header Modify DESCRIPTION CHANGED FROM "RFP EQUITY INVESTMENT CONSULTANT SERVICES." TO "RFP EQUITY INVESTMENT CONSULTANT SERVICES" 1/3/23 4 Header Modify AMENDMENT CHANGED FROM "3" TO "4" 1/3/23 From 1 to 10 Total: 10 No Records found. Contact Name Contact Company Contact Method Contact Information Message From 0 to 0 Total: 0 Contact Name : Contact Name : Contact Company : Contact Company : Contact Method : Phone Email Pager Fax Contact Method : Phone Email Pager Fax Contact Information : Contact Information : Message : Message : No Records found. Name Principal Contact Email Phone Fax From 0 to 0 Total: 0 Lot Line Vendor Description Quantity Unit Unit Price Contract Amount Awarded Date Discount 1 1 Savvi Consulting, LLC INVESTMENT MANAGEMENT SERVICES 1 1 O&G RACIAL EQUITY COLLABORATIVE LLC INVESTMENT MANAGEMENT SERVICES $468,620.00 From 1 to 2 Total: 2 Legal Name Response Type Savvi Consulting, LLC No Bid O&G RACIAL EQUITY COLLABORATIVE LLC Bid From 1 to 2 Total: 2 Lot Line Vendor Description Quantity Unit Unit Price Contract Amount Awarded Date Discount Comments From 0 to 0 Total: 0 Vendor Name Amount From 0 to 0 Total: 0 Lot Line Vendor Description Quantity Unit Unit Price Contract Amount Awarded Date Discount From 0 to 0 Total: 0 Vendor Name Award Amount From 0 to 0 Total: 0 Current Best Offers Lot Line Commodity Description Quantity Unit Price Total Amount Delivery Days From 0 to 0 Total: 0