COMMBUYS - Bid Solicitation

Bid Solicitation: BD-24-1108-TREAN-ANF00-103549

Header Information

Bid Number:

BD-24-1108-TREAN-ANF00-103549

Description:

24-DC-457(b) Custody & Transition Management Services RFR

Bid Opening Date:

07/22/2024 04:00:00 PM

Purchaser:

Elizabeth Morrocco

Organization:

Office of the State Treasurer

Department:

TREANF - Administration & Finance

Location:

ANF00 - Ashburton

Fiscal Year:

Type Code:

NS - Non-Statewide Solicitation

Allow Electronic Quote:

Yes

Alternate Id:

Required Date:

Available Date :

05/24/2024 02:56:43 PM

Info Contact:

Bid Type:

OPEN

Informal Bid Flag:

Purchase Method:

Open Market

Pre Bid Conference:

Bulletin Desc:

The Treasury requests responses from qualified firms to provide custody and/or transition management services for the Commonwealth of Massachusetts IRC 457 Employees Deferred Compensation Plan (SMART 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:

24-DC-457(b) Custody & Transition Management Services RFR.pdf
24-DC-457(b) Custody & Transition Management Services RFR Response Template.docx
Attachment B Required Contract Documents for Review~8.docx
24-DC-457(b) Custody & Transition Management Services RFR AMENDED.pdf
QA Document 24-DC-457(b) Custody & Transition Management Services RFR~1.pdf
Appendix 1.xlsx
Appendix 2.xlsx
Second Amendment 24-DC-457(b) Custody & Transition Management Services RFR.pdf
Clarifying Information - RFR Amendment.pdf

Form Attachments:

Required Quote Attachments

Amendments:

Amendment #	Amendment Date	Amendment Note
1	06/06/2024 03:10:15 PM	Bidder question deadline extended: June 12, 2024. Answers will be published by June 19, 2024. Attachment File Changes: Header 1. File '24-DC-457(b) Custody & Transition Management Services RFR AMENDED.pdf': File '24-DC-457(b) Custody & Transition Management Services RFR AMENDED.pdf' added .
2	06/28/2024 05:02:26 PM	The Treasury has extended the deadline from July 3 to July 15. The answers to the questions will be posted the week of July 1. Header 1. Bid Opening Date changed from "07/03/2024 04:00:00 PM" to "07/15/2024 04:00:00 PM".
3	07/08/2024 11:31:40 AM	Update: Q&A Document Posted Updated: RFR document contains edits to Fiduciary clause and Most Favored Nations Language Updated: RFR due date changed to July 15. Updated: Edited Safekeeping information added to Appendix 1 and Appendix 2 Attachment File Changes: Header 1. File 'QA Document 24-DC-457(b) Custody & Transition Management Services RFR~1.pdf': File 'QA Document 24-DC-457(b) Custody & Transition Management Services RFR~1.pdf' added . 2. File 'Appendix 1.xlsx': File 'Appendix 1.xlsx' added . 3. File 'Appendix 2.xlsx': File 'Appendix 2.xlsx' added . 4. File 'Second Amendment 24-DC-457(b) Custody & Transition Management Services RFR.pdf': File 'Second Amendment 24-DC-457(b) Custody & Transition Management Services RFR.pdf' added .
4	07/08/2024 03:01:03 PM	Deadline extension to July 22, 2024 Header 1. Bid Opening Date changed from "07/15/2024 04:00:00 PM" to "07/22/2024 04:00:00 PM".
5	07/12/2024 12:00:46 PM	Added document containing additional clarifying information for bidders. Attachment File Changes: Header 1. File 'Clarifying Information - RFR Amendment.pdf': File 'Clarifying Information - RFR Amendment.pdf' added .

Item Information

Item # 1: ( 84-13-18-01-0000 )

U N S P S C Code:

84-13-18
Retirement funds

84-13-18-01

Self directed or employer sponsored retirement funds

84-13-18-01-0000

Self directed or employer sponsored retirement funds

Qty

Unit Cost

UOM

Total Discount Amt.

Total Cost

1.0

Manufacturer:		Brand:		Model:
Make:		Packaging:

MASS_MASS_AWS_PROD_BUYSPEED_1_bso