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Bid Solicitation: BD-23-1088-RGT01-RGT01-87394
Header Information
Bid Number:
BD-23-1088-RGT01-RGT01-87394
Description:
RFR for 403(b) Investment Consultant
Bid Opening Date:
05/12/2023 05:00:00 PM
Purchaser:
Elhame Kajtazi
Organization:
Department of Higher Education
Department:
RGT01 - Department of Higher Education
Location:
RGT01 - Department of Higher Education - Ashburton
Fiscal Year:
23
Type Code:
NS - Non-Statewide Solicitation
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
04/14/2023 03:14:26 PM
Info Contact:
Bid Type:
OPEN
Informal Bid Flag:
No
Purchase Method:
Open Market
Pre Bid Conference:
N/A
Bulletin Desc:
The Department of Higher Education (DHE) or the Department) as Plan Administrator for the Massachusetts 403(b) Supplemental Retirement Plan(?403(b)? or the Plan) seeks to enter a contract with a qualified organization (Vendor) to provide investment fund consulting services to an Internal Revenue Code (IRC) Section 403(b) Retirement Plan.
Ship-to Address:
Elhame Kajtazi
One Ashburton Place, Room 1401
Boston, MA 02108
US
Email: EKajtazi@dhe.mass.edu
Phone: (617)994-6971
Bill-to Address:
Elhame Kajtazi
One Ashburton Place, Room 1401
Boston, MA 02108
US
Email: EKajtazi@dhe.mass.edu
Phone: (617)994-6971
Print Format:
File Attachments:
RFP-403b Investment Consultant-Final~1.docx
Information about the Firm.docx
Bidder Checklist.docx
Prompt Payment Discount Form~2.pdf
DHE 403b Evaluation Criteria Scorecard.docx
instructions-for-vendors-responding-to-bids~4.docx
Buisness Reference Form~1.docx
Form Attachments:
Required Quote Attachments
SBPP (Small Business Purchasing Program) Eligible?:
YES
See SBPP requirements and exceptions at www.mass.gov/sbpp :
Amendments:
Amendment #
Amendment Date
Amendment Note
1
05/10/2023 09:28:55 AM
added reference business form Attachment File Changes: Header 1. File 'Buisness Reference Form~1.docx': File 'Buisness Reference Form~1.docx' added .
Item Information
Item # 1: ( 84-12-00-00-0000 )
The Department of Higher Education ("DHE " or the "Department") as Plan Administrator for the Massachusetts 403(b) Supplemental Retirement Plan ("403(b)" or the "Plan") seeks to enter a contract with a qualified organization Vendor to provide investment fund consulting services to an Internal Revenue Code (IRC) Section 403(b) Retirement Plan.
U N S P S C Code:
84-12-00
Banking and investment
84-12-00-00
Banking and investment
84-12-00-00-0000
Banking and investment
Qty
Unit Cost
UOM
Total Discount Amt.
Total Cost
1.0
Manufacturer:
Brand:
Model:
Make:
Packaging:
MASS_MASS_AWS_PROD_BUYSPEED_2_bso
Quote #
Description
Date Last Modified
Status