ESBD_File_336458_TRS000443_Addendum_1_Final.pdf
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- Solicitation number
- TRS000443
- Issued by
- Travis County, Austin City, Texas
About this file
This document is an Addendum to Solicitation No. TRS000443 issued by the Teacher Retirement System of Texas (TRS) for a Total Trust Risk Platform with Managed Services Solution. The addendum provides information about the pre-proposal conference attendance sheet, notices, representatives and records location document, and other supplemental materials. The solicitation has a submission deadline of October 9, 2023, at 3:00 p.m. Central Time. The contract opportunity involves Travis County and multiple jurisdictions within the city of Austin, Texas.
The addendum incorporates Attachment H, which requires vendors to designate their representatives for contractual and technical matters, as well as the physical location for record access and review. Vendors must acknowledge receipt of this addendum by signing and returning the cover page, or their response may be considered non-responsive.
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Text version
Teacher Retirement System of Texas (TRS)
October 5, 2023
ADDENDUM No.: 1
TO
SOLICITATION NO.: TRS000443
FOR
TOTAL TRUST RISK PLATFORM with MANAGED SERVICES SOLUTION
DEADLINE FOR SUBMISSION OF PROPOSALS: OCTOBER 9, 2023 @ 3:00 p.m., CENTRAL TIME
LISTED BELOW YOU WILL FIND THE PRE-PROPOSAL ATTENEDANCE SHEET; NOTICES,
REPRESENTATIVES AND RECORDS LOCATION DOCUMENT; CREATING A HUB SUBCONTRACTING PLAN
(HSP) POWER POINT PRESENTATION (provided as a separate document); PROCUREMENT AND
VENDOR E-SYSTEM (PAVES) ACCOUNT INFORMATION POWER POINT PRESENTATION
(provided as a separate document)
ISSUED BY:
Aundre Petty, Contract Specialist Date: October 5, 2023
NOTE: VENDORS ARE REQUESTED TO ACKNOWLEDGE RECEIPT OF THIS ADDENDUM BY SIGNING AND DATING BELOW AND INCLUDING WITH SUBMITTED RESPONSE. RESPONSE MAY BE CONSIDERED NON-
RESPONSIVE IF THIS COVER PAGE IS NOT SIGNED AND RETURNED.
RESPONDENT SIGNATURE DATE
Solicitation Name: Total Trust Risk Platform with Managed Services Solution Solicitation No.: TRS000443
10/5/2023
PRE-PROPOSAL CONFERENCE ATTENDANCE SHEET
Solicitation Number: TRS000443 Solicitation Name: Total Trust Risk Platform with Managed Services Solution Pre-Proposal Conference Date: October 4, 2023, at 1:30 p.m., Central Time
Conference held via Microsoft Teams Meeting
Names of TRS Staff and Company representatives that attended the Pre-Proposal Conference are listed below:
TRS Panel Members
Procurement & Contracts Aundre Petty, Contract Specialist Procurement & Contracts LaTresa Stroud, Director of Procurement & Contracts Investment Management Division Stephen Kim, Director Investment Management Division James Nield, Senior Managing Director Investment Management Division David Moran, Contract Manager
Vendor Participants
Increase Financial Eric Miller, President – emiller@inc-finacial.com
MSCI Gregory Giordano, Executive Director – greg.giordana@msci.com
Qontigo (Axioma) Shirley Zhang, Partner – shzhang@qontigo.com
State Street Bank and Trust Mark Parker, Managing Director – mparker3@statestreet.com Jean M Demmet – jmdemmet@statestreet.com
FactSet Eduardo Miller, Account Rep – eduardo.miller@factset.com Nolan Delaney – nolan.delaney@factset.com Daniel Poll – daniel.poll@factset.com
SOLICITATION CHANGES
1) Attachment H – Notices, Representatives, and Records Location Form The following form is being incorporated into the solicitation. Complete section 4 and section 6.
Attachment H must be uploaded in PAVES along with the Addendum 1 signature page as an Additional Response Document – Acknowledgement of Addenda.
Solicitation Name: Total Trust Risk Platform with Managed Services Solution Solicitation No.: TRS000443 mailto:rob.storrick@us.gt.com mailto:kring@isf.com mailto:josh.wilson@mercer.com mailto:mparker3@statestreet.com mailto:lyn.mccloskey@prmconsulting.com mailto:nolan.delaney@factset.com mailto:daniel.poll@factset.com
Attachment H Notices, Representatives, and Records Location
1. Representatives. The individual(s) named below are the representatives of TRS and Contractor.
They are authorized to give and receive communications and directions on behalf of the TRS and Contractor as indicated below. All communications including official contract notices must be addressed to the appropriate representative or his or her designee.
2. Changes in Representatives. Either party may change its representatives by written notification and updating this form which becomes part of the contract document.
3. TRS Representatives.
TRS CONTRACT MANAGER
(For Contractual Matters) (For Technical Matters)
(Name) (Name)
(Title) (Title)
Teacher Retirement System of Texas 1000 Red River Street Austin, Texas 78701-2698
Teacher Retirement System of Texas 1000 Red River Street Austin, Texas 78701-2698
Telephone No.: (512) 542- Telephone No.: (512) 542- Email: Email:
4. Contractor Representatives.
For Contractual Matters:
For Technical Matters:
(Name) (Name)
(Title) (Title)
(Mailing Address) (Mailing Address)
(City) (State) (Zip Code) (City) (State) (Zip Code)
Telephone No.: ( ) Email:
Telephone No.: ( ) Email:
5. Invoice Submittal. Contractors must use TRS’ electronic vendor portal, PAVES, to submit invoices:
https://www.trs.texas.gov/Pages/procurement_PAVES.aspx.
Solicitation Name: Total Trust Risk Platform with Managed Services Solution Solicitation No.: TRS000443 https://www.trs.texas.gov/Pages/procurement_PAVES.aspx
6. Designated Location for Records Access and Review. Contractor designates the physical location indicated below for record access and review pursuant to any applicable provision of this contract:
(Physical Location Address Line 1)
(Physical Location Address Line 2)
Solicitation Name: Total Trust Risk Platform with Managed Services Solution Solicitation No.: TRS000443
| Attachment H |
| Notices, Representatives, and Records Location |
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