Essex County College Investment Advisory and Management Services RFP #8243

Essex County College is seeking proposals for investment advisory and management services. The selected firm will manage the college's investment portfolio, provide guidance to the Finance and Investment Committee, and assist with investment policy objectives.

Experience, team, approach, price, Project approach and management plan, Qualifications, Experience and detailed success of the firm and experience of any proposed service team members with similar projects, Proposed services, Overall ability of the firm to perform the services specified herein, Financial proposal, Client references, Overall submission and completeness of proposal with required proposal documents, Interview/Presentation, if applicable

Management plan, Organizational chart, Resumes, Experience details, Pricing, References, W-9 Form, Business Registration Certificate, Insurance Certificates, Non-Collusion Affidavit, Statement of Ownership Disclosure, Affirmative Action Compliance Notice, Employee or Relative Disclosure Requirement Form, Mandatory Equal Employment Opportunity (EEO) Form, New Jersey Anti-Discrimination Provision, Americans with Disabilities Act of 1990, Questionnaire, Certification, Disclosure of investigation and actions involving bidder, Trade Reference, Consent to Thirty-Day Extension, Addendum(s), Vendor Registration Form, Bidder's Certification, Federally Funded Procurements, Certification Regarding Lobbying, Disclosure of Lobbying Activities, Certification of Non-Debarment For Federal Government Contracts, Disclosure of Investment Activities in Iran, Employee Information Report (Form AA-302), Certificate of Employee Information Report (CEIR), Proof of Business Registration, Maintenance Bond, Performance Bond, Labor and Material (Payment) Bond, Consent of Surety, Bid Guarantee, Equipment Certification

Bidder's Checklist, Non-Collusion Affidavit, Statement of Ownership Disclosure, Affirmative Action Compliance Notice, Employee or Relative Disclosure Requirement Form, Mandatory Equal Employment Opportunity (EEO) Form, New Jersey Anti-Discrimination Provision, Americans with Disabilities Act of 1990, Questionnaire, Certification, Disclosure of investigation and actions involving bidder, Trade Reference, Consent to Thirty-Day Extension, Addendum(s), Vendor Registration Form, Bidder's Certification, W9 Form, Federally Funded Procurements, Certification Regarding Lobbying, Disclosure of Lobbying Activities, Certification of Non-Debarment For Federal Government Contracts, Disclosure of Investment Activities in Iran, Employee Information Report (Form AA-302), Certificate of Employee Information Report (CEIR), Proof of Business Registration, Maintenance Bond, Performance Bond, Labor and Material (Payment) Bond, Consent of Surety, Bid Guarantee, Equipment Certification, Contract Language You Must Read, Contract Terms and Conditions, Standard Contract Terms and Conditions, Bidder's Certification, Form W-9, Business Registration Certificate (BRC), Disclosure of Investment Activities in Iran, Employee Information Report (Form AA302), Sample Certificate of Employee Information Report, Federally Funded Procurements, Certification Regarding Lobbying, Disclosure of Lobbying Activities, Contract Language You Must Read, Contract Terms and Conditions, Bidder's Certification, Form W-9, Business Registration Certificate (BRC), Disclosure of Investment Activities in Iran, Employee Information Report (Form AA302), Sample Certificate of Employee Information Report, Federally Funded Procurements, Certification Regarding Lobbying, Disclosure of Lobbying Activities