Bid Solicitation: BD-19-1108-TREAN-ANF00-36137
Header Information
Bid Number: BD-19-1108-TREAN-ANF00-36137 Description: Financial Advisory Services RFQ Bid Opening Date: 03/19/2019 01:00:00 PM
Purchaser: Jameel Moore Organization: Office of the State Treasurer
Department: TREANF - Administration & Finance Location: ANF00 - Ashburton
Fiscal Year: 19 Type Code: NS - Non-Statewide Solicitation Allow Electronic Quote: No
Alternate Id:   Required Date: Available Date :  02/27/2019 04:27:49 PM
Info Contact: John Durgin, Procurement Manager - jdurgin@tre.state.ma.us Bid Type: OPEN Informal Bid Flag: No
Purchase Method: Open Market
Pre Bid Conference:
Bulletin Desc: The Office of the State Treasurer requests a Statement of Qualifications from firms interested in providing financial advisory services to the Treasury for Commonwealth of Massachusetts note and bond sales, as well as other debt management-related projects. It is anticipated that this Request for Qualifications will result in the qualification of multiple firms.
Ship-to Address: Jameel Moore
1 Ashburton Pl 12th Fl
Boston, MA 02108
US
Email: procurements@tre.state.ma.us
Phone: (617)367-3900
Bill-to Address: Jameel Moore
1 Ashburton Pl 12th Fl
Boston, MA 02108
US
Email: procurements@tre.state.ma.us
Phone: (617)367-3900
Print Format:
File Attachments: 2019 FA RFQ (Questions-Responses).pdf
RFQ FA - Cost Proposal (BAFO).docx
RFQ for Financial Advisory Services - Q&A BAFO.pdf
RFQ Financial Advisory Services - Commonwealth of MA.pdf
Appendix A Cost Proposal.docx
RFQ FA (Appendices B - L).docx
Form Attachments:
Amendments:
Amendment # Amendment Date Amendment Note
1 03/07/2019 04:16:57 PM Attachment File Changes: Header 1. File '2019 FA RFQ (Questions-Responses).pdf': File '2019 FA RFQ (Questions-Responses).pdf' added . Enrollment Date Changes:
2 04/22/2019 06:26:19 PM Attachment File Changes: Header 1. File 'RFQ FA - Cost Proposal (BAFO).docx': File 'RFQ FA - Cost Proposal (BAFO).docx' added . Enrollment Date Changes:
3 04/24/2019 01:35:19 PM Attachment File Changes: Header 1. File 'RFQ for Financial Advisory Services - Q&A BAFO.pdf': File 'RFQ for Financial Advisory Services - Q&A BAFO.pdf' added . Enrollment Date Changes:
Item Information
Item # 1:   ( 84-12  -  00 )   The State Treasurer's Office requests a statement of qualifications from firms interested in providing financial advisory services to the Treasury for Commonwealth of Massachusetts note and bond sales, as well as other debt management related projects.
U N S P S C Code: 84-12-00
   Banking and investment
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
Item # 2:   ( 80-10  -  00 )   Financial advisory services
U N S P S C Code: 80-10-00
   Management advisory services
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
MA-PAS3