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 the Pre-Proposal Conference Attendance Sheet, a PowerPoint presentation on creating a HUB Subcontracting Plan, and a PowerPoint presentation on the Procurement and Vendor E-System (PAVES) account information. The solicitation seeks proposals from qualified vendors to provide an Investment Terms Capture Tool to enable automated extraction of key investment contract terms into a database for reporting, reference, and analytic services, covering contracts in portfolios such as Private Markets, Real Estate, and Energy Natural Resource Infrastructure. The proposal submission deadline is November 17, 2023, at 3:00 p.m. Central Time.
The document does not provide details on pricing terms, set asides, incumbents, funding requirements or sources, or other salient commercial information. It focuses on administrative details related to the pre-proposal conference and vendor registration requirements.
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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 .