When reviewing bid summaries on this solicitation board :    Means "yes"      Means "no"
 

Contact Information

Solicitation No: PS-613  from GOAA Purchasing 
Luis Aviles
8652 Casa Verde Rd, Bldg. #811, Orlando, FL, 32827-4363, United States
Tel: 407-825-2297
Fax: 407-825-4020
luis.aviles@goaa.org


Solicitation Header Information

Duration Dates Start Date
March 25, 2019 at 9:00:00 AM EDT
March 25, 2019 at 9:00:00 AM EDT
End Date
April 22, 2019 at 2:00:00 PM EDT
April 22, 2019 at 2:00:00 PM EDT
Solicitation PS-613
Title Investment Advisory Services
Delivery Terms See Delivery Notes
Additional Delivery Information - See Proposal Requirements
Description The proposed Agreement will be to provide professional consulting services which may include but not limited to the following:

• Investment Advisory Services Summary
• Manage daily investment of portfolios to stated objectives
• Provide Authority advice and information on treasury management, investments, and fixed income securities
• Assist in developing cash flow projections
• Maintain broker/dealer list
• Execute trades on behalf of the Authority in accordance with Investment Policy
• Provide monthly activity statements and quarterly performance reports
• Keep Authority staff informed of regulatory changes impacting the investment program
• Review and evaluate investment policy
• Assist in evaluating safekeeping and trustee services
• Be available to make presentations to Board meetings as required
• Provide credit analysis and notify Authorized Investment Officer of watch or downgrades
• Coordinate delivery of securities and availability of funds
 
Payment Terms See Payment Notes
Additional Payment Information - See Proposal Requirements
Bidders Conference A PRE-PROPOSAL CONFERENCE will be held at 9:00 a.m., Monday, April 1, 2019, at the Greater Orlando Aviation Authority, Purchasing Office, 8652 Casa Verde Road, Building 811, Orlando, Florida 32827-4338. The conference will include a review of the Proposal Documents, and a question and answer period. Attendance at the Pre-Proposal Conference is not mandatory but is strongly encouraged. Proposers are expected to be familiar with the Proposal Documents and to provide the Authority with any questions regarding the Proposal Documents at the Pre-Proposal Conference.
Contact Information Questions concerning this Proposal package should be addressed to Luis Aviles at (407) 825-2297, by facsimile (407) 825-4020, or by e-mail at luis.aviles@goaa.org
Other Requirements AirportLink provides supplier registration services, document fulfillment and other purchasing related services to the Authority and to suppliers doing business with the Authority. Any award resulting from this solicitation will not require any payment by the supplier to AirportLink. If you received this solicitation document from any source other than AirportLink (WebProcure), please promptly register your interest in this solicitation with AirportLink.
Scope of Work *See description above.


Solicitation Categories

Solicitation Items

Mandatory Documents

 PS-613 Investment Advisory Services.Master.pdf  

Addendum Documents

 PS-613 Addendum 1.Master.pdf  
 PS-613 Addendum No. 2.Master.pdf  

Solicitation Addenda

 BuyerChangeDetailsReport_PS-613_v2_Apr_16_19.pdf  
You will need to login to review the mandatory documents, item documents and/or addendum documents.