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Bid Solicitation: BD-17-1108-TREWP-WPA00-17155
Header Information
Bid Number:
BD-17-1108-TREWP-WPA00-17155
Description:
Financial Advisory Services- MA Clean Water Trust
Bid Opening Date:
06/30/2017 12:00:00 PM
Purchaser:
Christina Medina
Organization:
Office of the State Treasurer
Department:
TREWPA - Massachusetts Clean Water Trust
Location:
WPA00 - 1 Center Plaza
Fiscal Year:
17
Type Code:
SS - Statewide Solicitation
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
06/08/2017 04:04:13 PM
Info Contact:
Bernard Greene, bgreene@tre.state.ma.us
Bid Type:
OPEN
Informal Bid Flag:
No
Purchase Method:
Open Market
Pre Bid Conference:
Bulletin Desc:
Ship-to Address:
Caitlin Gossett
1 Ashburton Pl 12th Fl
Boston, MA 02108
US
Email: procurements@tre.state.ma.us
Phone: (617)367-9300
Bill-to Address:
Caitlin Gossett
1 Ashburton Pl 12th Fl
Boston, MA 02108
US
Email: procurements@tre.state.ma.us
Phone: (617)367-9300
Print Format:
File Attachments:
FINANCIAL ADVISOR RFR.pdf
MANDATORY ATTACHMENTS_FINANCIAL ADVISOR RFR.docx
Investment Policy.pdf
OFFICIAL STATEMENT SERIES 20_SERIES 2017 REFUNDING.pdf
Investment Procedures.pdf
MASTER TRUST AGREEMENT~1.pdf
Debt Management Policy.pdf
Debt Management Procedures.pdf
QA_No Questions.docx.pdf
Notification_No Orals.pdf
Board Selection of PFM.pdf
Form Attachments:
Required Quote Attachments
Amendments:
Amendment #
Amendment Date
Amendment Note
1
06/20/2017 10:41:25 AM
Q&A, No questions Attachment File Changes: Header 1. File 'QA_No Questions.docx.pdf': File 'QA_No Questions.docx.pdf' added . Enrollment Date Changes:
2
07/11/2017 04:13:31 PM
Attachment File Changes: Header 1. File 'Notification_No Orals.pdf': File 'Notification_No Orals.pdf' added . Enrollment Date Changes:
3
08/03/2017 12:28:07 PM
Attachment File Changes: Header 1. File 'Board Selection of PFM.pdf': File 'Board Selection of PFM.pdf' added . Enrollment Date Changes:
Item Information
Item # 1: ( 84-12 - 00 )
The Massachusetts Clean Water Trust requests responses from established financial advisory firms interested in providing financial advisory services to the Trust, supporting the Trust in its day to day programmatic management needs, the issuance of bonds, and other financial activities of the Trust.
U N S P S C Code:
84-12-00
Banking and investment
Qty
Unit Cost
UOM
Total Discount Amt.
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
MASS_MASS_AWS_PROD_BUYSPEED_1_bso
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Description
Date Last Modified
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