Bid Solicitation: BD-17-1001-1001C-1001L-00000009127

Time remaining

Header Information

Bid Number:

BD-17-1001-1001C-1001L-00000009127

Description:

AGO-IFSD-2016-0715

Bid Opening Date:

08/05/2016 03:01:00 PM

Purchaser:

Alexander Flannery

Organization:

Attorney General's Office

Department:

1001CONVD - Default Data Conversion Department

Location:

1001L - Default Data Conversion Location

Fiscal Year:

Type Code:

Allow Electronic Quote:

Alternate Id:

Required Date:

Available Date :

07/15/2016 03:00:00 PM

Info Contact:

Katherine Hurley (katherine.hurley@state.ma.us)

Bid Type:

OPEN

Informal Bid Flag:

Purchase Method:

Open Market

Pre Bid Conference:

Bulletin Desc:

The Massachusetts Office of the Attorney General (AGO) seeks to retain a Settlement Trustee. The Settlement Trustee will be responsible for investing settlement funds received from defendants in accordance with the directives of the AGO, and will make disbursements from this fund and locate and communicate with consumers as required by the AGO.

Ship-to Address:

Attorney General Office - Nestor Morales
One Ashburton Place
1813 Mail AGO Mail Center
Boston, MA 02108
US
Email: Nestor.Morales@state.ma.us
Phone: (617) 727-2200 Ext. 2807

Bill-to Address:

Budget Division- Attorney General Office
One Ashburton Place
Room 1813 AGO Mail Center
Boston, MA 02108
US
Email: bill.green@state.ma.us
Phone: (617) 727-2200
FAX: (617) 963-2440
Website: http://www.mass.gov/ago/

Print Format:

File Attachments:

RFP - Settlement Administrator_AGO-IFSD-2016-0715~1.docx
comm-termsconditions~1.doc
newmass-w9~1.doc
EFT_FORM~1.pdf
standard-contract-frm~1.doc
casl-form~1.pdf

Form Attachments:

Required Quote Attachments

Desired Attachment Name	Description

Amendments:

Amendment #	Amendment Date	Amendment Note
1	07/15/2016 01:22:41 PM	Attachment File Changes: Header 1. File 'RFP - Settlement Administrator_AGO-IFSD-2016-0715~1.docx': File 'RFP - Settlement Administrator_AGO-IFSD-2016-0715~1.docx' added . 2. File 'standard-contract-frm~1.doc': File 'standard-contract-frm~1.doc' added . 3. File 'comm-termsconditions~1.doc': File 'comm-termsconditions~1.doc' added . 4. File 'casl-form~1.pdf': File 'casl-form~1.pdf' added . 5. File 'newmass-w9~1.doc': File 'newmass-w9~1.doc' added . 6. File 'EFT_FORM~1.pdf': File 'EFT_FORM~1.pdf' added .

Item Information

Item # 1: ( 93-15-16-05-0000 )

The Settlement Trustee will implement a distribution program relating to the settlement proceeds. These distributions include payments to consumers and other related settlement implementation costs. The AGO will determine eligible consumers and the amount each consumer shall be awarded. The AGO will also provide each consumer?s last known mailing address. The Settlement Trustee is required to do the following: ? Update the address of each award receipt identified by the AGO using a National Change of Address Product; ? Print and send a one-page letter to each award recipient identified by the AGO; ? Conduct address searches for any letters returned as undeliverable and re-mail to any newly found address; ? Run skip tracing on addresses as requested by the AGO; ? Process any letters from recipients regarding settlement checks and settlement participation; ? Issue checks from the settlement account to settlement beneficiaries; and ? Mail these checks to their recipients (the Attorney General?s Office may elect to have certain checks provided directly to the AGO instead for further delivery). Further, the Settlement Trustee will be required to provide information to the AGO upon request regarding the status (i.e., cashed, uncashed) of the checks. Finally, the Settlement Trustee will be required to place the trust funds into such secure investment vehicles as are directed by the AGO.

U N S P S C Code:

93-15-16
Public finance

93-15-16-05

Government finance services

93-15-16-05-0000

Government finance services

Qty

Unit Cost

UOM

Total Discount Amt.

Total Cost

1.0

Manufacturer:

Brand:

Model:

Make:

Packaging:

Item Attachments:

RFP - Settlement Administrator_AGO-IFSD-2016-0715.docx, comm-termsconditions.doc, newmass-w9.doc, EFT_FORM.pdf, standard-contract-frm.doc, casl-form.pdf

Item # 2: ( 93-15-16-05 )

93-15-16-05 : Government finance services

U N S P S C Code:

93-15-16-05

Qty	Unit Cost	UOM	Total Discount Amt.	Total Cost
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