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Header Information
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Bid Number:
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BD-23-1088-RGT01-RGT01-87394
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Description:
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RFR for 403(b) Investment Consultant
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Bid Opening Date:
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05/12/2023 05:00:00 PM
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Purchaser:
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Elhame Kajtazi
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Organization:
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Department of Higher Education
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Department:
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RGT01 - Department of Higher Education
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Location:
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RGT01 - Department of Higher Education - Ashburton
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Fiscal Year:
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23
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Type Code:
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NS - Non-Statewide Solicitation
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Allow Electronic Quote:
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Yes
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Alternate Id:
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Required Date:
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Available Date
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04/14/2023 03:14:26 PM
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Info Contact:
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Bid Type:
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OPEN
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Informal Bid Flag:
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No
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Purchase Method:
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Open Market
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Pre Bid Conference:
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N/A
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Bulletin Desc:
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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.
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Ship-to Address:
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Elhame Kajtazi
One Ashburton Place, Room 1401
Boston, MA 02108
US
Email: EKajtazi@dhe.mass.edu
Phone: (617)994-6971
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Bill-to Address:
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Elhame Kajtazi
One Ashburton Place, Room 1401
Boston, MA 02108
US
Email: EKajtazi@dhe.mass.edu
Phone: (617)994-6971
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Print Format:
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File Attachments:
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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
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Form Attachments:
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Required Quote Attachments
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SBPP (Small Business Purchasing Program) Eligible?:
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YES
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See SBPP requirements and exceptions at www.mass.gov/sbpp :
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