ESBD_File_340185_TRS000440_Addendum_2_Final.pdf
PDF 148 KB Posted
- Attached to
- Investment Term Capture Tool Services
- Solicitation number
- TRS000440
- Issued by
- Travis County, Austin City, Texas
About this file
This document is an Addendum to Solicitation No. TRS000440 for Investment Terms Capture Tool Services issued by the Teacher Retirement System of Texas (TRS). The addendum provides a Pre-Proposal Conference Attendance Sheet that lists the TRS staff and vendor representatives who attended the pre-proposal conference held on October 24, 2023. The purpose of the solicitation is to select a vendor to provide an Investment Terms Capture Tool to automate the extraction of key investment contract terms into a database for reporting, reference, and analytic services. The services will cover contracts across various investment portfolios managed by TRS, including Private Markets, Real Estate, and Energy Natural Resource Infrastructure, which currently include more than 700 funds and vehicles. The deadline for submitting proposals is November 17, 2023, at 3:00 p.m. Central Time.
The addendum also includes information on how to create a HUB Subcontracting Plan (HSP) and obtain a Procurement and Vendor E-System (PAVES) account, both of which are required as part of the proposal submission. The contract will be awarded to the successful vendor, but the document does not provide any details on pricing terms, set-asides, incumbents, funding requirements or sources, or contract renewal options.
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Text version
Solicitation Name: Investment Terms Capture Tool Services Solicitation No.: TRS000440
Teacher Retirement System of Texas (TRS)
October 25, 2023
ADDENDUM No.: 2
TO
SOLICITATION NO.: TRS000440
FOR
INVESTMENT TERMS CAPTURE TOOL SERVICES
DEADLINE FOR SUBMISSION OF PROPOSALS: NOVEMBER 17, 2023 @ 3:00 p.m., CENTRAL TIME
LISTED BELOW YOU WILL FIND THE PRE-PROPOSAL ATTENEDANCE SHEET; 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: 10/25/2023
Aundre Petty, Contract Specialist Date: October 25, 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 No.: TRS000440
PRE-PROPOSAL CONFERENCE ATTENDANCE SHEET
Solicitation Number: TRS000440
Pre-Proposal Conference Date: October 24, 2023, at 4:00 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, Contracts Specialist Procurement & Contracts Blender Hill, HUB Coordinator Procurement & Contracts LaTresa Stroud, Director of Procurement & Contracts Investment Management Division Tim Koek, Director Investment Management Division Tyler Kniskern, Associate – Private Markets Analytics Investment Management Division Jacqueline Lichtenberger, IMD Contract Manager
Vendor Participants
Prequin John Hartigan, Manager – John.Hartigan@preqin.com Nicholas Donato – Nicholas.Donato@prequin.com
Colmore Paul Oshea – POshea@colmore.com Heather Heys – Hheys@colmore.com
PriceSenz LLC Athira Prasanna – aprasanna@pricesenz.com mailto:John.Hartigan@preqin.com mailto:Nicholas.Donato@prequin.com mailto:POshea@colmore.com mailto:Hheys@colmore.com mailto:aprasanna@pricesenz.com
File details come from the government source that posted it. Updated .