Central Florida Expressway Authority Sealed Solicitation
Title: INVESTMENT ADVISOR SERVICES
Deadline: 3/28/2022 1:30 PM (UTC-05:00) Eastern Time (US & Canada)
Status: Awarded
Solicitation Number: RFP-001900
Description: CENTRAL FLORIDA EXPRESSWAY AUTHORITY (CFX) requires the services of a qualified firm to serve as CFX’s Investment Advisor.
Documents:
| Documents as of 2/25/2022 |
|---|
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PLANHOLDERS:
| Date | Company Name |
|---|---|
| 2/28/2022 8:03:40 AM | United Signs and Signals |
| 2/28/2022 8:55:43 AM | KPMG |
| 2/28/2022 1:43:05 PM | Linebarger Goggan Blair & Sampson, LLP |
| 2/28/2022 2:25:40 PM | TShayEnterprise |
| 2/28/2022 11:22:51 PM | AG Ltd |
| 3/1/2022 5:28:35 AM | SevenOutsource |
| 3/3/2022 9:53:34 AM | Retirement Plan Advisors |
| 3/9/2022 3:45:03 PM | fl research inc. |
| 3/10/2022 11:55:23 AM | American Century Investments |
| 3/10/2022 12:45:00 PM | Colchester Global Investors |
| 3/10/2022 1:58:02 PM | New Century Advisors |
| 3/10/2022 3:29:17 PM | Lord Abbett |
| 3/21/2022 8:43:10 AM | RSM US LLP |
| 3/21/2022 9:22:04 AM | Plante & Moran, PLLC |
| 3/21/2022 9:50:18 AM | RSM US LLP |
| 3/21/2022 10:00:34 AM | Hilltop Securities Inc. |
| 3/21/2022 12:06:29 PM | RBC Capital Markets, LLC |
| 3/21/2022 6:13:49 PM | Link Systems, LLC |
| 3/22/2022 5:58:39 AM | North America Procurement Council Inc., PBC |
| 3/31/2022 11:36:30 AM | SilverBills |
| 4/1/2022 7:12:14 AM | Cherry Bekaert LLP |
| 4/5/2022 4:39:35 PM | Wertz York Capital Management Group, LLC |
| 4/6/2022 10:05:14 AM | RBC GAM US |
| 4/8/2022 5:32:59 PM | Loop Capital Markets LLC |
| 4/8/2022 5:34:45 PM | MandateWire |
| 4/8/2022 8:40:35 PM | Macquarie Asset Management |
| 4/10/2022 6:06:46 PM | Central Florida Expressway |
| 4/12/2022 10:54:30 AM | PFM Asset Management |
| 4/12/2022 10:55:48 AM | Collaborative Solutions |
| 4/12/2022 11:13:10 AM | RBC GAM-US |
| 4/12/2022 12:15:42 PM | J.P. Morgan |
| 4/12/2022 3:54:24 PM | Amundi Asset Management US, Inc. |
| 4/13/2022 10:27:33 AM | Buckhead Capital Management |
| 4/20/2022 6:31:08 AM | Public Trust Advisors, LLC |
| 4/22/2022 3:13:09 PM | Chandler Asset Management |
| 4/25/2022 6:13:13 AM | Deloitte |
| 5/12/2022 10:47:02 AM | PFM Asset Management LLC |
| 5/12/2022 4:19:29 PM | Taplin, Canida & Habacht, LLC |
| 5/13/2022 4:19:42 AM | Pageant Media |
| 5/13/2022 6:13:23 AM | CHERRY BEKAERT LLP |
| 6/13/2022 1:23:16 PM | KCI Technologies, Inc. |
| 6/23/2022 2:01:20 PM | TranSystems |
| 7/12/2022 9:58:32 AM | Deltek |
| 1/12/2023 3:00:14 PM | KEITH |
| 1/26/2023 11:39:48 AM | PFM Financial Advisors LLC |
| 2/12/2024 7:59:48 AM | PWXPress |
Addition 1
Posted: 2/28/2022
Type of Addition: Public Notice
Overview: 001900 Shortlist meeting 4-5-2022
Documents:
Addition 2
Posted: 3/21/2022
Type of Addition: Addendum No. 1
Overview: This Addendum forms a part of the Contract Documents and modifies the original bidding documents dated February 2022, as noted below. Acknowledge receipt of this Addendum in the space provided on the Proposal form. Failure to do so may subject the bidder to disqualification. This Addendum consists of 3 pages.
Solicitation #: 001900
Documents:
Addition 3
Posted: 3/29/2022
Type of Addition: Technical Proposals Received
Overview:
Documents:
Addition 4
Posted: 3/31/2022
Type of Addition: Revised Public Notice
Overview: Revised-001900 Shortlist Meeting 4-5-2022
Documents:
Addition 5
Posted: 4/1/2022
Type of Addition: Revised 2 - Public Notice
Overview: Revised 2- 001900 Shortlist meeting 4-5-22
Documents:
Addition 6
Posted: 4/5/2022
Type of Addition: Shortlisting Minutes 001900
Overview: Evaluation Committee for Investment Advisor Services; Rf'P-001900 held a duly noticed meeting on Tuesday, April 5, 2022, at 2:00 p.m. in the Sandpiper Conference Room at CFX Administration Bldg., Orlando, FL 32807
Documents:
Addition 7
Posted: 4/8/2022
Type of Addition: Public Notice
Overview: 001900 Final Ranking 4-12-2022
Documents:
Addition 8
Posted: 4/12/2022
Type of Addition: Evaluation Committee Meeting Minutes - Final Ranking
Overview: Evaluation Committee for Investment Advisor Services; RFP-001900 held a duly noticed meeting on Tuesday, April 12, 2022, commencing at 9:00 a.m. in the Sandpiper Conference Room at CFX Administration Bldg., Orlando, Florida. 32807
Documents:
Addition 9
Posted: 5/12/2022
Type of Addition: Award Information 001900
Overview: On May 12, 2022, the CFX’s Board members awarded the Contract to the following firm, contingent upon final execution of the contract by both parties: PFM Asset Management, LLC., 225 E. Robinson Street, Suite 250, Orlando, Florida 32801
Amount: $675,000.00
Documents:
Posted: 2/28/2022
Type of Addition: Public Notice
Overview: 001900 Shortlist meeting 4-5-2022
Documents:
Posted: 3/21/2022
Type of Addition: Addendum No. 1
Overview: This Addendum forms a part of the Contract Documents and modifies the original bidding documents dated February 2022, as noted below. Acknowledge receipt of this Addendum in the space provided on the Proposal form. Failure to do so may subject the bidder to disqualification. This Addendum consists of 3 pages.
Solicitation #: 001900
Documents:
Posted: 3/29/2022
Type of Addition: Technical Proposals Received
Overview:
Documents:
Posted: 3/31/2022
Type of Addition: Revised Public Notice
Overview: Revised-001900 Shortlist Meeting 4-5-2022
Documents:
Posted: 4/1/2022
Type of Addition: Revised 2 - Public Notice
Overview: Revised 2- 001900 Shortlist meeting 4-5-22
Documents:
Posted: 4/5/2022
Type of Addition: Shortlisting Minutes 001900
Overview: Evaluation Committee for Investment Advisor Services; Rf'P-001900 held a duly noticed meeting on Tuesday, April 5, 2022, at 2:00 p.m. in the Sandpiper Conference Room at CFX Administration Bldg., Orlando, FL 32807
Documents:
Posted: 4/8/2022
Type of Addition: Public Notice
Overview: 001900 Final Ranking 4-12-2022
Documents:
Posted: 4/12/2022
Type of Addition: Evaluation Committee Meeting Minutes - Final Ranking
Overview: Evaluation Committee for Investment Advisor Services; RFP-001900 held a duly noticed meeting on Tuesday, April 12, 2022, commencing at 9:00 a.m. in the Sandpiper Conference Room at CFX Administration Bldg., Orlando, Florida. 32807
Documents:
Posted: 5/12/2022
Type of Addition: Award Information 001900
Overview: On May 12, 2022, the CFX’s Board members awarded the Contract to the following firm, contingent upon final execution of the contract by both parties: PFM Asset Management, LLC., 225 E. Robinson Street, Suite 250, Orlando, Florida 32801
Amount: $675,000.00
Documents: