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Bid Solicitation: BD-23-1108-TREAN-ANF00-81676
Header Information
Bid Number:
BD-23-1108-TREAN-ANF00-81676
Description:
22-DC-457(b) 401(k) Audit Services RFR
Bid Opening Date:
12/29/2022 04:00:00 PM
Purchaser:
Elizabeth Morrocco
Organization:
Office of the State Treasurer
Department:
TREANF - Administration & Finance
Location:
ANF00 - Ashburton
Fiscal Year:
23
Type Code:
NS - Non-Statewide Solicitation
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
11/16/2022 04:17:39 PM
Info Contact:
Bid Type:
OPEN
Informal Bid Flag:
No
Purchase Method:
Open Market
Pre Bid Conference:
Bulletin Desc:
The Treasury requests responses from qualified firms to provide audit services for the Commonwealth of Massachusetts IRC 457 Employees Deferred Compensation Plan (SMART Plan) and Massachusetts Defined Contribution 401(k) CORE Plan (CORE Plan).
Ship-to Address:
Elizabeth F. Morrocco
One Ashburton Place
12th Floor
Boston, MA 02108
US
Email: elizabeth.f.morrocco@tre.state.ma.us
Phone: (617)367-9333 Ext. 207
Bill-to Address:
Elizabeth F. Morrocco
One Ashburton Place
12th Floor
Boston, MA 02108
US
Email: elizabeth.f.morrocco@tre.state.ma.us
Phone: (617)367-9333 Ext. 207
Print Format:
File Attachments:
22-DC-457(b) 401(k) Plans Audit Services RFR.pdf
22-DC-457b 401k Plans Audit Services RFR Template.docx
Attachment B Required Contract Documents for Review~1.docx
SMART Plan Financial Statements 20 and 21.pdf
COGS~1.pdf
Commonwealth Authorized Signature Form 2020~1.docx
Commonwealth Standard Contract Form~1.docx
IT Terms and Conditions.pdf
Massachusetts EFT Form 2020~1.pdf
Massachusetts Substitute W-9 2020~2.pdf
Massachusetts T and Cs 2020~2.pdf
Standard Contract Form Instructions 2020~1.pdf
22-DC-457b 401k Plans Audit Services Question and Answers.pdf
Certificate of Non-Collusion.pdf
Form Attachments:
Required Quote Attachments
Amendments:
Amendment #
Amendment Date
Amendment Note
1
11/22/2022 02:09:44 PM
Added SMART Plan 2020 2021 Signed Financials Attachment File Changes: Header 1. File 'SMART Plan Financial Statements 20 and 21.pdf': File 'SMART Plan Financial Statements 20 and 21.pdf' added .
2
11/29/2022 11:24:13 AM
Added individual .pdf documents of required review documents. Attachment File Changes: Header 1. File 'COGS~1.pdf': File 'COGS~1.pdf' added . 2. File 'Commonwealth Authorized Signature Form 2020~1.docx': File 'Commonwealth Authorized Signature Form 2020~1.docx' added . 3. File 'Commonwealth Standard Contract Form~1.docx': File 'Commonwealth Standard Contract Form~1.docx' added . 4. File 'IT Terms and Conditions.pdf': File 'IT Terms and Conditions.pdf' added . 5. File 'Massachusetts EFT Form 2020~1.pdf': File 'Massachusetts EFT Form 2020~1.pdf' added . 6. File 'Massachusetts Substitute W-9 2020~2.pdf': File 'Massachusetts Substitute W-9 2020~2.pdf' added . 7. File 'Massachusetts T and Cs 2020~2.pdf': File 'Massachusetts T and Cs 2020~2.pdf' added . 8. File 'Standard Contract Form Instructions 2020~1.pdf': File 'Standard Contract Form Instructions 2020~1.pdf' added .
3
12/06/2022 04:20:01 PM
Uploaded Questions and Answers Attachment File Changes: Header 1. File '22-DC-457b 401k Plans Audit Services Question and Answers.pdf': File '22-DC-457b 401k Plans Audit Services Question and Answers.pdf' added .
4
12/21/2022 10:17:57 AM
Added Certificate of Non-Collusion in separate .pdf document. Attachment File Changes: Header 1. File 'Certificate of Non-Collusion.pdf': File 'Certificate of Non-Collusion.pdf' added .
Item Information
Item # 1: ( 84-11-16-00-0000 )
The Treasury requests responses from qualified firms to provide audit services for the Commonwealth of Massachusetts IRC 457 Employees Deferred Compensation Plan (SMART Plan) and Massachusetts Defined Contribution 401(k) CORE Plan (CORE Plan).
U N S P S C Code:
84-11-16
Audit services
84-11-16-00
Audit services
84-11-16-00-0000
Audit services
Qty
Unit Cost
UOM
Total Discount Amt.
Total Cost
1.0
Manufacturer:
Brand:
Model:
Make:
Packaging:
MASS_MASS_AWS_PROD_BUYSPEED_1_bso
Quote #
Description
Date Last Modified
Status