Government Contract | Florida
INVESTMENT MONOTORING SERVICES

Bid Information


Bid Alert No: 00000605943

Bid Title: INVESTMENT MONOTORING SERVICES

Agency Bid No. Title: 16-R17

Received Date: 06/21/2016

Close Date: 07/20/2016

Purchase Type: 3 years

Delivery Point: Not Stated, Florida

Delivery Date: Not Stated

Specifications

Specifications include, but are not limited to: Investment Policy Comply with and suggest revisions, as appropriate, to the existing Investment Policy Statement to be adhered to in monitoring the performance of funds and the selection and retention of any fund. Assist with establishing and monitoring specific investment objectives, criteria for selecting investment options, and design criteria for measuring whether funds perform in accordance with the stated guidelines. The investment monitor's function is considered to be a fiduciary role with respect to the Plan. Asset Allocation/Plan Investment Policy Review Determine the adequacy of existing funds and portfolios and whether funds or portfolios should be added or removed from the line-up of investment options. For the existing risk and age based lifestyle portfolios offered, determine the appropriate asset holdings, percentage of each asset class and, for the age based portfolios, the glide path for each such portfolio. The Scope of Work to be performed shall include, but not be limited to: An analysis of the Plans assets and liabilities; A review of, and if necessary, a redefinition of, the Plans objectives; Ongoing analysis of the relevant asset classes; and Maintaining appropriate asset mix ranges for risk and age based portfolios.

Bid Related Documents

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Product Code: 94656

Agency Information


Issuing Agency: Central Florida Regional Transportation Authority

State: Florida

Agency Type: State and Local

Contact: Rob Clerici Purchasing and Contracts Department, 455 N. Garland Ave., Orlando, Florida, 32801

Phone: 407-254-6057

Fax: 407-254-6140

Email: rclerici@golynx.com

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