| Bid Number: |
BD-19-1064-1064-02481-28955
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Description: |
19-01: Investment Managment & Advisory Services
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Bid Opening Date: |
08/08/2018 02:00:00 PM
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| Purchaser: |
Lauren Curley
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Organization: |
Mass Bay Community College
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| Department: |
1064 - Massachusetts Bay Community College
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Location: |
02481 - Wellesley Hills campus
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| Fiscal Year: |
19
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Type Code: |
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Allow Electronic Quote: |
Yes
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| Alternate Id: |
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Required Date: |
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Available Date
:
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07/03/2018 08:00:00 AM |
| Info Contact: |
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Bid Type: |
OPEN
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Informal Bid Flag: |
No
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| Purchase Method: |
Open Market
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| 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.
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| 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.
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| Ship-to Address: |
Lauren Curley
50 Oakland St
Wellesley Hills, MA 02481
US
Email: lcurley@massbay.edu
Phone: (781) 239-2572
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Bill-to Address: |
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Print Format: |
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File Attachments:
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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
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Form Attachments:
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| Desired Attachment Name |
Description |
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