Description Outside Investment Manager

Agency: State Government of Nevada
State: Nevada
Level of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
Opps ID: NBD12512508762556782
Posted Date: Feb 28, 2024
Due Date: Apr 22, 2024
Solicitation No: Bid Solicitation # 05TO-S2659
Source: Members Only

Header Information

Bid Number:
05TO-S2659
Description:
Outside Investment Manager
Bid Opening Date:
04/22/2024 02:00:00 PM
Purchaser:
Teri Becker
Organization:
Treasurer's Office
Department:
050 - Treasurer's Office
Location:
1080 - State Treasurer
Fiscal Year:
24
Type Code: Allow Electronic Quote:
Yes

Alternate Id:

Required Date:
Available Date
:
01/25/2024 08:00:00 AM
Info Contact:
Teri Becker; tbecker@admin.nv.gov
Bid Type:
OPEN
Informal Bid Flag:

No
Purchase Method:
Open Market
Pre Bid Conference:
In lieu of a pre-bid conference, the State will accept a second set of questions via the Q&A tab. These questions are due not later than 5:00 PM, 03/08/2024. Answers will be posted in the form of an amendment on or about 03/15/2024.
Bulletin Desc:
Ship-to Address: Bill-to Address:
Bill To: Purchasing Division
515 E Musser St Ste 300
Purchasing Division
Department of Administration
State of Nevada
Carson City, NV 89701
US
Email: nvpurch@admin.nv.gov
Phone: (775)684-0170
Alt. Reference: 379
Print Format:

File Attachments:
RFP Amendment 2~1.docx
Answers to Questions Received.xls
Exhibit 15.xlsx
Exhibit 14 - Nevada Higher Education Tuition Trust Fund_Prepaid Tuition Investment Policy.pdf
Revised Exhibit 8 Fund Performance.xlsx
RFP Amendment 1~6.docx
05TO-S2659 Outside Investment Manager~1.docx
Terms and Conditions for Services 2023-04-13.pdf
Scope of Work~1.docx
Contract Form~1.docx
Insurance Schedule~1.docx
Cost Schedule~2.xlsx
Proposed Staff Resume 2023-04-13.docx
Reference Questionnaire 2023-04-13.docx
Attachments for Signatures 2023-04-13.pdf
Exhibits.zip
Quote Instructions

Form Attachments:
Required Quote Attachments

Emergency Purchase:

No

Procurement Type:

Services (or combined goods and services)

Purchase from an existing Contract (Agency or Statewide)? :

No

Contract Type:

Vendor (Contract for Service of Independent Contractor, NRS 333.700)

Anticipated BOE/Clerk Approval:

August

Anticipated Contract Start Date:

11/01/2024

Anticipated Contract End Date:

11/30/2028

State Purchasing Led Solicitation:

Yes - Purchasing Led

Statewide Contract Usage:

Agency Contract

Amendments:
Amendment # Amendment Date Amendment Note

1


02/15/2024 02:13:00 PM

This amendment adds the Nevada Higher Education Prepaid Tuition Program, adds additional exhibits, modifies the timeline, and provides answers to questions submitted. Header 1. Bid Opening Date changed from "02/29/2024 02:00:00 PM" to "03/26/2024 02:00:00 PM". 2. Pre-Bid Conference changed from "In lieu of a pre-bid conference, the State will accept questions via the Q&A tab. Questions are due not later than 5:00 PM, 02/08/2024. Answers will be posted in the form of an amendment on or about 02/15/2024." to "In lieu of a pre-bid conference, the State will accept a second set of questions via the Q&A tab. These questions are due not later than 5:00 PM, 03/05/2024. Answers will be posted in the form of an amendment on or about 03/11/2024.". Attachment File Changes: Header 1. File 'Revised Exhibit 8 Fund Performance.xlsx': File 'Revised Exhibit 8 Fund Performance.xlsx' added . 2. File 'Exhibit 14 - Nevada Higher Education Tuition Trust Fund_Prepaid Tuition Investment Policy.pdf': File 'Exhibit 14 - Nevada Higher Education Tuition Trust Fund_Prepaid Tuition Investment Policy.pdf' added . 3. File 'Exhibit 15.xlsx': File 'Exhibit 15.xlsx' added . 4. File 'Answers to Questions Received.xls': File 'Answers to Questions Received.xls' added . 5. File 'RFP Amendment 1~6.docx': File 'RFP Amendment 1~6.docx' added .

2


02/28/2024 10:42:58 AM

This amendment modifies the timeline. Amendment 2 can be found on the Attachments Tab. Header 1. Bid Opening Date changed from "03/26/2024 02:00:00 PM" to "04/22/2024 02:00:00 PM". 2. Custom Field: Custom Field changed from "May" to "August". 3. Custom Field: Custom Field changed from "06/30/2028" to "11/30/2028". 4. Custom Field: Custom Field changed from "07/01/2024" to "11/01/2024". 5. Pre-Bid Conference changed from "In lieu of a pre-bid conference, the State will accept a second set of questions via the Q&A tab. These questions are due not later than 5:00 PM, 03/05/2024. Answers will be posted in the form of an amendment on or about 03/11/2024." to "In lieu of a pre-bid conference, the State will accept a second set of questions via the Q&A tab. These questions are due not later than 5:00 PM, 03/08/2024. Answers will be posted in the form of an amendment on or about 03/15/2024.". Attachment File Changes: Header 1. File 'RFP Amendment 2~1.docx': File 'RFP Amendment 2~1.docx' added .
Item Information

Item # 1:

(

946

-
56

)



Respond as instructed in the RFP document on the Attachments Tab

NIGP Code:
946-56
Investment Management Services

Qty Unit Cost UOM Tax Rate Tax Amount Total Cost

1.0




EA - Each














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