CONTRACTAPPROVED

University Of Guam Awards Financial Services Contract to Raymond James (November 2020)

University Of Guam logoUniversity Of Guam
Approved
Nov 24, 2020

The 30-second brief

What it covers

The University of Guam Board of Regents approved entering into a contract with Raymond James to provide investment advisory services for the university’s investment fund. The agreement is for three years with two optional one-year extensions, following a competitive RFP and unanimous recommendation by the evaluation committee.

Who holds it

Raymond James holds this financial services contract with University Of Guam. Its other public contracts on record include work for Peachtree City Water And Sewerage Authority and Boggy Branch Community Development District.

What happens next

Term as filed: Three year period with two options to extend for an additional one-year period.

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Contract details

Contract type
Financial Services
Document date
November 24, 2020
Term
Three year period with two options to extend for an additional one-year period
Source document
University of Guam Resolution No. 20-38 Relative to Authorizing the University of Guam to Enter into a Contract for Investment Advisory Services 2020-11-24 (Resolution)

Raymond James's other public contracts

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Questions about this contract

Who was awarded the financial services contract by University Of Guam?

Raymond James was awarded this financial services contract by University Of Guam, as recorded on November 24, 2020.

What type of contract is this?

This is a Financial Services contract, documented as a resolution record.

Where was this contract approved?

This contract appears in University of Guam Resolution No. 20-38 Relative to Authorizing the University of Guam to Enter into a Contract for Investment Advisory Services 2020-11-24 (Resolution), dated November 24, 2020 from University Of Guam. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Raymond James hold?

Raymond James may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is University Of Guam currently buying?

Explore University Of Guam's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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