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Solicitation Number: RFP-2024/2025-01 Foundation Investment Services

Solicitation Name: Foundation Investment Services

Status of BID: Open

Description: The Foundation requests submission of proposals from registered investment advisory firms to provide investment management services for the Foundation’s investment portfolio, currently valued at $9 million. Additional assets may be added or removed from time to time during the contract period. The term of the agreement will be for a three-year period of investment services with an option to renew for an additional three-year period upon review and recommendation from the Foundation Board.

BID ID
This bid is identified as RFP-2024/2025-01

BID WEB PAGE
Information and notices pertaining to this bid will be posted on the College web page dedicated to this bid at https://www.sjrstate.edu/purchasingdept and https://www.demandstar.com

PROPOSALS DUE
All submissions are due December 2, 2024 by 2:00 p.m.
Submissions must be mailed to St. Johns River State College Foundation, Attn: Kate Adornetto, 5001 St. Johns Ave., Palatka, FL 32177

Document Name: Issue Date:
Request for Proposal November 4, 2024
Addendum 1 November 8, 2024
Addendum 2 November 22, 2024

For more information:
St. Johns River State College Foundation, Inc.
Attention: Michelle Sjogren
AVP of Institutional Advancement & Strategic Communications
5001 St. Johns Avenue | Palatka, FL 32177
Questions regarding this RFP may be directed to the Foundation by emailing