RFP 210000002288 - Investment Consulting Services - Proposal Instructions - Timeline only - Revised 9-3-21 -redlined.docx
DOCX document 26 KB Posted
- Attached to
- TREAS_BOI - Investment Consulting Services
- Solicitation number
- RFP 171 210000002288 3
- Issued by
- Grand Traverse County, Michigan
About this file
This is a Proposal Instructions document issued by the Department of Technology Management and Budget - Central Procurement Services for the State of Michigan. The RFP solicits Investment Consulting Services to support the State Treasurer, State of Michigan Investment Board, Chief Investment Officer of the State of Michigan Retirement System, and Bureau of Investments staff in developing and implementing investment policies to ensure sufficient assets for current and future benefit obligations. The RFP was issued on August 31, 2021, with a deadline for bidder questions on September 6-7, 2021. Answers to bidder questions are anticipated to be posted on September 9-10, 2021. The proposal deadline is 3:00 p.m. Eastern on September 21, 2021, with late submissions (received after 3:00:01 p.m. Eastern) subject to disqualification. The anticipated contract begin date is November 1, 2021. Bidders are required to follow all Proposal Instructions and provide complete responses to all indicated items, with the State recommending thorough review of all RFP materials prior to proposal preparation.
The file does not contain information regarding pricing terms, set-asides, incumbents, funding sources, contract amounts, or renewal options. Bidders should refer to additional RFP materials and the Vendor Questions Worksheet for comprehensive solicitation details. Updates and current information are available at www.michigan.gov/SIGMAVSS. The Solicitation Manager is Lisa Spitzley, reachable at 517-249-0440 or SpitzleyL4@michigan.gov, with general inquiries directed to 1-855-MI-PURCH (1-855-647-8724).
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Text version
proposal instructions Department of Technology Management and Budget – Central Procurement Services Investment Consulting Services Request for Proposal No. 210000002288 Solicitation Manager Name: Lisa Spitzley Direct Phone: 517-249-0440 Email: SpitzleyL4@michigan.gov Main Phone: 1-855-MI-PURCH 1-855-647-8724 This is a Request for Proposal (RFP) for:
Investment Consulting Services to assist the State Treasurer of the State of Michigan, State of Michigan Investment Board (Board), and the Chief Investment Officer of the State of Michigan Retirement System (SMRS), and Bureau of Investments (BOI) staff in developing and carrying out investment policies that are designed to ensure that sufficient assets are available to meet current and future benefit obligations.
RFP Timeline
| Event |
| Time |
| Date |
RFP issue date
| Tuesday, August 31, 2021 |
| Deadline for bidders to submit questions about this RFP |
| 3:00 p.m. Eastern |
| Monday, September 6, 2021Tuesday, September 7, 2021 |
| Anticipated date the State will post answers to bidder questions on www.michigan.gov/SIGMAVSS |
| Thursday, September 9, 2021Friday, September 10, 2021 |
| Proposal deadline* |
| 3:00 p.m. Eastern |
| Tuesday, September 21, 2021 |
| Anticipated contract begin date |
Monday, November 1, 2021
*A bidder’s proposal received at 3:00:01 p.m. Eastern is late and subject to disqualification.
This RFP is subject to change. Check www.michigan.gov/SIGMAVSS for current information.
PROPOSAL PREPARATION. The State recommends reading all RFP materials prior to preparing a proposal, particularly these Proposal Instructions and the Vendor Questions Worksheet. Bidders must follow these Proposal Instructions and provide a complete response to the items indicated in the table below.
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