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Bid Solicitation: 05TO-S1232
Header Information
Bid Number:
05TO-S1232
Description:
Institutional Fixed Income Investment Management Services
Bid Opening Date:
08/14/2020 02:00:00 PM
Purchaser:
Teri Becker
Organization:
Treasurer's Office
Department:
051 - College Savings Trust
Location:
1092 - Nevada College Savings Trust
Fiscal Year:
20
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
07/13/2020 03:28:31 PM
Info Contact:
Teri Becker; tbecker@admin.nv.gov
Bid Type:
OPEN
Informal Bid Flag:
No
Purchase Method:
Open Market
Pre Bid Conference:
In lieu of a pre-bid conference, questions must be submitted via the Q&A feature. The deadline for submitting questions is 5:00 PM July 27, 2020. Answers will be posted on or about July 30, 2020.
Bulletin Desc:
The State of Nevada Treasurer's Office is seeking proposals from qualified vendors to provide Institutional Fixed Income Investment Management Services. The resulting contract(s) will be for a period of four years, pending Board of Examiners' approval.
Ship-to Address:
Bill To: Treasurer's Office
101 N Carson St Ste 4
Office of the Treasurer
State of Nevada
Carson City, NV 89701
US
Email: ostcash@nevadatreasurer.gov
Phone: (775)684-5884
Alt. Reference: 450
Bill-to Address:
Bill To: Purchasing Division
515 E Musser St Ste 300
Purchasing Division
Department of Administration
State of Nevada
Carson City, NV 89701
US
Email: nvpurch@admin.nv.gov
Phone: (775)684-0170
Alt. Reference: 379
Print Format:
File Attachments:
Letter Of Intent~2.pdf
Quote Instructions
RFP Amendment 1~3.docx
RFP Amendment 1 Modified Attachment G Cost Schedule.xlsx
Amend 1 PPT Holdings Report BNY 4.30.2020.xlsx
05TO-S1232 Institutional Fixed Income Investment Management Services.docx
Attachment D Insurance Schedule~2.docx
Attachment E Reference Questionnaire~2.doc
Attachment F Proposed Staff Resume~1.doc
Attachment G Cost Schedule~1.xlsx
Attachmennt H_Exhibit 1_Ivestment Policy Statement.pdf
Attachment H_Exhibit 2_NRS.pdf
Attachment H_Exhibit 3_Holdings.pdf
Attachment H_ Exhibit 4 Fund Performance Required Template.xlsx
Form Attachments:
Required Quote Attachments
Emergency Purchase:
No
Procurement Type:
Services (or combined goods and services)
Purchase from an existing Contract (Agency or Statewide)? :
No
Contract Type:
Vendor (Contract for Service of Independent Contractor, NRS 333.700)
Anticipated BOE/Clerk Approval:
October
Anticipated Contract Start Date:
11/01/2020
Anticipated Contract End Date:
10/31/2024
State Purchasing Led Solicitation:
No
Amendments:
Amendment #
Amendment Date
Amendment Note
1
07/29/2020 01:44:20 PM
This RFP Amendment 1 modifies Attachment G, Cost Schedule and answers questions received. Attachment File Changes: Header 1. File 'RFP Amendment 1~3.docx': File 'RFP Amendment 1~3.docx' added . 2. File 'Amend 1 PPT Holdings Report BNY 4.30.2020.xlsx': File 'Amend 1 PPT Holdings Report BNY 4.30.2020.xlsx' added . 3. File 'RFP Amendment 1 Modified Attachment G Cost Schedule.xlsx': File 'RFP Amendment 1 Modified Attachment G Cost Schedule.xlsx' added . 4. File '05TO-S1232 Institutional Fixed Income Investment Management Services.docx': Order changed from "40" to "50". 5. File 'Attachment D Insurance Schedule~2.docx': Order changed from "50" to "60". 6. File 'Attachment E Reference Questionnaire~2.doc': Order changed from "60" to "70". 7. File 'Attachment F Proposed Staff Resume~1.doc': Order changed from "70" to "80". 8. File 'Attachment G Cost Schedule~1.xlsx': Order changed from "80" to "90". 9. File 'Attachmennt H_Exhibit 1_Ivestment Policy Statement.pdf': Order changed from "90" to "100". 10. File 'Attachment H_Exhibit 2_NRS.pdf': Order changed from "100" to "110". 11. File 'Attachment H_Exhibit 3_Holdings.pdf': Order changed from "110" to "120". 12. File 'Attachment H_ Exhibit 4 Fund Performance Required Template.xlsx': Order changed from "120" to "130".
2
08/13/2020 01:12:35 PM
To disable pricing on items. Item 1 1. Hide Price On Quote Flag changed from "No" to "Yes".
3
08/13/2020 01:12:36 PM
To disable pricing on items. Item 1 1. Hide Price On Quote Flag changed from "No" to "Yes".
4
09/03/2020 09:46:51 AM
The purpose of this amendment is to notify vendors of the intent to award RFP 05TO-S1232. Vendors do not need to acknowledge this amendment. Attachment File Changes: Header 1. File 'Letter Of Intent~2.pdf': File 'Letter Of Intent~2.pdf' added .
Item Information
Item # 1: ( 946 - 56 )
Respond as detailed in the RFP included on the Attachments Tab
NIGP Code:
946-56
Investment Management Services
Qty
Unit Cost
UOM
Total Cost
1.0
LOT - Lot
Manufacturer:
Brand:
Model:
Make:
Packaging:
NEVADA_NV_AWS_PROD_BUYSPEED_1_bso
Quote #
Description
Date Last Modified
Status