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Bid Solicitation: BD-19-1064-1064-02481-28955
Header Information
Bid Number:
BD-19-1064-1064-02481-28955
Description:
19-01: Investment Managment & Advisory Services
Bid Opening Date:
08/08/2018 02:00:00 PM
Purchaser:
Lauren Curley
Organization:
Mass Bay Community College
Department:
1064 - Massachusetts Bay Community College
Location:
02481 - Wellesley Hills campus
Fiscal Year:
19
Type Code:
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
07/03/2018 08:00:00 AM
Info Contact:
Bid Type:
OPEN
Informal Bid Flag:
No
Purchase Method:
Open Market
Pre Bid Conference:
To receive updates and addenda, bidders must send an Intent to Bid to purchasing@massbay.edu. Optional conference call will be held July 16; 10am. Vendors who wish to participate remotely must EMAIL purchasing@massbay.edu no later than July 13; 10am.
Bulletin Desc:
The College is soliciting proposals from qualified firms to manage its investments while adhering to the MassBay Community College DRAFT Investment Policy, Attachment A. The primary objective of the College?s DRAFT Investment Policy is to provide safety of principal and sufficient liquidity to ensure a reasonable degree of flexibility in the operations of the College, while increasing investment balances.
Ship-to Address:
Lauren Curley
50 Oakland St
Wellesley Hills, MA 02481
US
Email: lcurley@massbay.edu
Phone: (781)239-2572
Bill-to Address:
Print Format:
File Attachments:
19-01 - Financial Statements.pdf
Standard Contract
Comm of Mass Terms and Conditions
W9
19-01 - College Investment Advisor RFP.docx
19-01 - DRAFT Investment Policy.pdf
Form Attachments:
Required Quote Attachments
Item Information
Item # 1: ( 84-12-17-01-0000 )
Investment Management & Advisory Services
U N S P S C Code:
84-12-17
Investment advice
84-12-17-01
Investment advisers
84-12-17-01-0000
Investment advisers
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Unit Cost
UOM
Total Discount Amt.
Total Cost
1.0
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Brand:
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Make:
Packaging:
Item # 2: ( 84-12-17-01 )
84-12-17-01 : Investment advisers
U N S P S C Code:
84-12-17-01
Qty
Unit Cost
UOM
Total Discount Amt.
Total Cost
This item is narrative
MASS_MASS_AWS_PROD_BUYSPEED_1_bso
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