Investment Consultant Services

Agency: The Greater Orlando Aviation Authority
State: Florida
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Jan 21, 2025
Due Date: Feb 17, 2025
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Description


Project ID:

Title: Investment Consultant Services

Addenda: 0

Release Date: 1/8/2025

Due Date: 2/17/2025

Post Information
Posted At:Wed, Jan 8, 2025 10:54 AMSealed Bid Process:Yes (Bids Sealed / Pricing Sealed)Private Bid:No
Overview
Summary

The Aviation Authority is seeking an experienced Investment Consultant to provide expert guidance on managing the investments for several key retirement and benefit plans, including the Defined Benefit (DB) Plan, Defined Contribution (DC) Plan, Deferred Compensation (457) Plan, and Other Post Employment Benefits (OPEB). The chosen consultant will also serve as a co-fiduciary, sharing responsibility for ensuring these funds are managed responsibly and in the best interests of all plan participants.

All plans are governmental plans and are therefore not subject to the Employee Retirement Income Security Act (ERISA).

Background

Orlando International Airport (MCO) is operated and managed by the Greater Orlando Aviation Authority (the “Aviation Authority”).

Timeline
Release Project Date:
January 8, 2025
Question Submission Deadline:
January 29, 2025, 5:00pm
Release of Addendum:
February 5, 2025, 5:00pm
Response Submission Deadline:
February 17, 2025, 5:00pm
Evaluation Committee Date:
March 27, 2025
Interview Date (if any):
April 10, 2025
Aviation Authority Board Approval Date:
May 21, 2025
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