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Bid Solicitation: BD-16-1088-RGT01-RGT01-00000006125
Header Information
Bid Number: BD-16-1088-RGT01-RGT01-00000006125 Description: Commonwealth of Massachusetts 403(b) Elective Deferral Savings Plan Bid Opening Date: 01/05/2016 02:23:00 PM
Purchaser: Stephanie Shepard-Howell Organization: Department of Higher Education
Department: RGT01 - Department of Higher Education Location: RGT01 - Department of Higher Education - Ashburton
Fiscal Year: 16 Type Code: NS - Non-Statewide Solicitation Allow Electronic Quote: Yes
Alternate Id:   Required Date: Available Date :  11/12/2015 03:30:00 PM
Info Contact: Richard Nunes Address: One Ashburton Place Room 1401, Boston, MA, 02108 Phone: 617-994-6928 Email: rnunes@bhe.mass.edu Bid Type: OPEN Informal Bid Flag: No
Purchase Method: Blanket
Begin Date: 11/09/2015 End Date: 01/05/2016
Pre Bid Conference:
Bulletin Desc:
Ship-to Address: Denise Figueroa
One Ashburton Place, Room 1401
Boston , MA 02108
US
Email: dfigueroa@dhe.mass.edu
Phone: (617) 994-6924
Bill-to Address: Denise Figueroa
One Ashburton Place, Room 1401
Boston , MA 02108
US
Email: dfigueroa@dhe.mass.edu
Phone: (617) 994-6924
Print Format:
File Attachments: Commonwealth Terms and Conditions.doc
Contractor Authorized Signatory Listing.doc
CW Appendix A 10-14.doc
CW Appendix B 1-12.doc
Electronic Funds Transfer Sign Up Form.pdf
Fund Infomration.xlsx
Massachusetts W9 Form.doc
Restatement as of 1-1-12.doc
New FileLayout Vendor MVEND0051.doc
Salary Reduction Agreement 2014 9-2014.doc
Sample DRO Template 8-2011.doc
Standard Contract form.doc
Supplier Diversity Plan From 1 Commitment.docx
DHE 403(b) NEW.doc
Bidder's Conference Notes
Investment Advice Addendum.doc
Form Attachments:
Required Quote Attachments
SBPP (Small Business Purchasing Program) Eligible?:
See SBPP requirements and exceptions at www.mass.gov/sbpp :
Amendments:
Amendment # Amendment Date Amendment Note
1 11/13/2015 10:18:47 AM Attachment File Changes: Header 1. File 'DHE 403(b) NEW.doc': File 'DHE 403(b) NEW.doc' added . Updated the DHE 403(b) word document, to reflect the new bidders' conference dates.
2 12/04/2015 12:01:47 PM DHE added Bidder Conference Notes to the RFP. Please refer to the attachments. Thank you. Attachment File Changes: Header 1. File 'Bidder's Conference Notes': File 'Bidder's Conference Notes' added . Bidder's Conference Notes
3 12/11/2015 03:26:54 PM Attachment File Changes: Header 1. File 'Investment Advice Addendum.doc': File 'Investment Advice Addendum.doc' added .
Item Information
Item # 1:   ( 00-00  -  00 )   Commonwealth of Massachusetts 403(b) Elective Deferral Savings Plan
U N S P S C Code: 00-00-00
   Grant Opportunity
Qty Unit Cost UOM Total Discount Amt. Total Cost
1.0   EA - Each    
Manufacturer: Brand: Model:
Make: Packaging:
 
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