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Bid Solicitation: 05TO-S979
Header Information
Bid Number:
05TO-S979
Description:
Outside Investment Manager
Bid Opening Date:
02/06/2020 02:00:00 PM
Purchaser:
Teri Becker
Organization:
Treasurer's Office
Department:
050 - Treasurer's Office
Location:
1080 - State Treasurer
Fiscal Year:
20
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
01/09/2020 08:00:00 AM
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 January 17, 2020. Answers will be posted on or about January 21, 2020.
Bulletin Desc:
The State of Nevada Treasurer's Office is seeking proposals from qualified vendors to provide Institutional 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: 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
Print Format:
File Attachments:
LOI Rescind Letter -Morgan Stanley.docx
Letter of Intent.pdf
RFP Amendment 1~2.docx
Quote Instructions
05TO-S979 Outside Investment Manager~1.docx
Attachment D Insurance Schedule~1.docx
Attachment E Reference Questionnaire~1.doc
Attachment F Proposed Staff Resume.doc
Attachment G Cost Schedule.xlsx
Exhibit 1 Nevada Revised Statutes.docx
Exhibit 2 AB34 NRS 355.pdf
Exhibit 3 General Fund Investment Policy.pdf
Exhibit 4 LGIP Investment Policy.pdf
Exhibit 5 NVEST Investment Policy.pdf
Exhibit 6 General Portolio Holdings.xlsm
Exhibit 7 LGIP Holdings.xlsm
Exhibit 8 NVEST Holdings.xlsm
Exhibit 9 Fund Performance.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:
May
Anticipated Contract Start Date:
06/01/2020
Anticipated Contract End Date:
06/30/2024
State Purchasing Led Solicitation:
No
Amendments:
Amendment #
Amendment Date
Amendment Note
1
01/10/2020 08:51:09 AM
This amendment is to add all embedded documents to the Attachments Tab Attachment File Changes: Header 1. File 'Exhibit 1 Nevada Revised Statutes.docx': File 'Exhibit 1 Nevada Revised Statutes.docx' added . 2. File 'Exhibit 2 AB34 NRS 355.pdf': File 'Exhibit 2 AB34 NRS 355.pdf' added . 3. File 'Exhibit 3 General Fund Investment Policy.pdf': File 'Exhibit 3 General Fund Investment Policy.pdf' added . 4. File 'Exhibit 4 LGIP Investment Policy.pdf': File 'Exhibit 4 LGIP Investment Policy.pdf' added . 5. File 'Exhibit 5 NVEST Investment Policy.pdf': File 'Exhibit 5 NVEST Investment Policy.pdf' added . 6. File 'Exhibit 6 General Portolio Holdings.xlsm': File 'Exhibit 6 General Portolio Holdings.xlsm' added . 7. File 'Exhibit 7 LGIP Holdings.xlsm': File 'Exhibit 7 LGIP Holdings.xlsm' added . 8. File 'Exhibit 8 NVEST Holdings.xlsm': File 'Exhibit 8 NVEST Holdings.xlsm' added . 9. File 'Exhibit 9 Fund Performance.xlsx': File 'Exhibit 9 Fund Performance.xlsx' added . 10. File 'Attachment D Insurance Schedule~1.docx': File 'Attachment D Insurance Schedule~1.docx' added . 11. File 'Attachment E Reference Questionnaire~1.doc': File 'Attachment E Reference Questionnaire~1.doc' added . 12. File 'Attachment F Proposed Staff Resume.doc': File 'Attachment F Proposed Staff Resume.doc' added . 13. File 'Attachment G Cost Schedule.xlsx': File 'Attachment G Cost Schedule.xlsx' added . 14. File 'Quote Instructions': Order changed from "0" to "10". 15. File '05TO-S979 Outside Investment Manager~1.docx': Order changed from "0" to "20".
2
01/22/2020 11:52:12 AM
This amendment answers questions received. Attachment File Changes: Header 1. File 'RFP Amendment 1~2.docx': File 'RFP Amendment 1~2.docx' added .
3
04/24/2020 01:04:16 PM
The purpose of this amendment is to notify vendors of the Letter of Intent to award RFP 05TO-S979. Vendors do not need to acknowledge this amendment. All proposals remain confidential until after the Notice of Award (NOS) has been released. Attachment File Changes: Header 1. File 'Letter of Intent.pdf': File 'Letter of Intent.pdf' added . 2. File 'Quote Instructions': Order changed from "10" to "30". 3. File '05TO-S979 Outside Investment Manager~1.docx': Order changed from "20" to "40". 4. File 'Exhibit 1 Nevada Revised Statutes.docx': Order changed from "70" to "90". 5. File 'Exhibit 2 AB34 NRS 355.pdf': Order changed from "80" to "100". 6. File 'Exhibit 3 General Fund Investment Policy.pdf': Order changed from "90" to "110". 7. File 'Exhibit 4 LGIP Investment Policy.pdf': Order changed from "100" to "120". 8. File 'Exhibit 5 NVEST Investment Policy.pdf': Order changed from "110" to "130". 9. File 'Exhibit 6 General Portolio Holdings.xlsm': Order changed from "120" to "140". 10. File 'Exhibit 7 LGIP Holdings.xlsm': Order changed from "130" to "150". 11. File 'Exhibit 8 NVEST Holdings.xlsm': Order changed from "140" to "160". 12. File 'Exhibit 9 Fund Performance.xlsx': Order changed from "150" to "170". 13. File 'Attachment D Insurance Schedule~1.docx': Order changed from "30" to "50". 14. File 'Attachment E Reference Questionnaire~1.doc': Order changed from "40" to "60". 15. File 'Attachment F Proposed Staff Resume.doc': Order changed from "50" to "70". 16. File 'Attachment G Cost Schedule.xlsx': Order changed from "60" to "80". 17. File 'RFP Amendment 1~2.docx': Order changed from "0" to "20".
4
07/24/2020 11:05:32 AM
This amendment rescinds the LOI issued to Morgan Stanley based on unsuccessful negotiations. Attachment File Changes: Header 1. File 'LOI Rescind Letter -Morgan Stanley.docx': File 'LOI Rescind Letter -Morgan Stanley.docx' 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_2_bso
Quote #
Description
Date Last Modified
Status