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 Type Code: 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: Treasurer's Office
101 N Carson St Ste 4
Office of the Treasurer
State of Nevada
Carson City, NV 89701
US
Email: nvpurch@admin.nv.gov
Phone: (775)684-0170
Alt. Reference: 450
Bill-to Address: 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:
Emergency Purchase: No
Procurement Type: Services
Currently in Catalog: No
Purchasing Division Led Solicitation: Yes
Statewide Contract Usage: Agency Contract
Risk Management Insurance Schedule: B5 - Professional Service; Investment Advisor/Manager
Access to money, financial accounts, or data: Yes
General Liability 1: General Aggregate - $2,000,000 | Products - $1,000,000 | Personal Injury - $1,000,000 | Each Occurrence - $1,000,000
Workers' Compensation: Workers' Compensation - Statutory | Each Accident - $100,000 | Disease - Each Employee - $100,000 | Disease - Policy Limit - $500,000
Each Occurrence - $1,000,000 | Annual Aggregate - $2,000,000: Each Occurrence - $10,000,000 | Annual Aggregate - $10,000,000
Fidelity Bond or Crime Insurance 2 (contact Risk): $10,000,000.00
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 Tax Rate Tax Amount Total Cost
1.0   LOT - Lot        
Manufacturer: Brand: Model:
Make: Packaging:
 
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