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HomeMy WebLinkAboutCORRESPONDENCE - RFP - 7401 PENSION CONSULTANT PROVIDER ANALYSIS FOR POUDRE FIRE AUTHORITY (3)City of F6rt Collins 0""�Purchasing November 2, 2012 Cafaro Greenleaf Attn: Wayne Greenleaf 216 Maple Avenue Red Bank, NJ 07701 RE: 7401 PFA Pension Consultant & Co -Fiduciary Dear Mr. Greenleaf: Financial Services Purchasing Division 215 N. Mason St. 2n° Floor PO Box 580 Fort Collins, CO 80522 970.221.6775 970.221.6707- fax fcgov. com/purchasing As you have been informed by email, your firm has been selected for an oral interview for our Request for Proposal 7401 PFA Pension Consultant & Co -Fiduciary. Your interview will occur on December 5, 2012 at 8:30 AM in the main floor conference room located at Poudre Fire Authority Offices, 102 Remington Street in Fort Collins. For the interview, you will have 15 minutes for a formal presentation in response to the requirements of the Request for Proposal and then there will be a question and answer period of 30 minutes. For your information, the other firms selected for oral interviews are: Innovest Strategies We appreciate the time expended by your firm in preparing your written response, and look forward to your oral presentation. Since 1 C U—,c 41 James B. O'Neill II, CPPO, FNIGP ta—'r; I hector of Purchasing and Risk Management 0,1011 •S F6rt City of Collins Purchasing November 2, 2012 Strategies LLC Attn: Jackie Schaible 1900 Wazee Street, Suite 1535 Denver, CO 80202 RE: 7401 PFA Pension Consultant & Co -Fiduciary Dear Ms. Schaible: Financial Services Purchasing Division 215 N. Mason St. 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6775 970.221.6707- fax rcgov. com/purchasing As you have been informed by email, your firm has been selected for an oral interview for our Request for Proposal 7401 PFA Pension Consultant & Co -Fiduciary. Your interview will occur on December 5, 2012 at 9:30 AM in the main floor conference room located at Poudre Fire Authority Offices, 102 Remington Street in Fort Collins. For the interview, you will have 15 minutes for a formal presentation in response to the requirements of the Request for Proposal and then there will be a question and answer period of 30 minutes. For your information, the other firms selected for oral interviews are: Cafaro Greenleaf I nnovest We appreciate the time expended by your firm in preparing your written response, and look forward to your oral presentation. Sin re ' SS :C �K James B. O'Neil\` -III, CPPO, FNIGP ;,Director of Purchasing and Risk Management :• 6 F6rt City of Collins Purchasing November 2, 2012 Innovest Attn: Wendy Dominguez 4643 South Ulster Street, Suite 1040 Denver, CO 80237 RE: 7401 PFA Pension Consultant & Co -Fiduciary Dear Ms. Dominguez: Financial Services Purchasing Division 215 N. Mason St. 2n" Floor PO Box 580 Fort Collins, CO 80522 970.221.6775 970.221.6707- fax rcgov. com/purchasing As you have been informed by email, your firm has been selected for an oral interview for our Request for Proposal 7401 PFA Pension Consultant & Co -Fiduciary. Your interview will occur on December 5, 2012 at 10:30 AM in the main floor conference room located at Poudre Fire Authority Offices, 102 Remington Street in Fort Collins. For the interview, you will have 15 minutes for a formal presentation in response to the requirements of the Request for Proposal and then there will be a question and answer period of 30 minutes. For your information, the other firms selected for oral interviews are: Cafaro Greenleaf Strategies We appreciate the time expended by your firm in preparing your written response, and look forward to your oral presentation. s er Iyl�[ i-rotZJames B. O'Neill II, CPPO, FNIGP A.711hector of Purchasing and Risk Management :• S.