STATE 0000000480SL_1_SUPPLIER.pdf
PDF 160 KB Posted
- Attached to
- Investment Management and Consulting
- Solicitation number
- 300000263730443
- Issued by
- Missouri
About this file
This is a Request for Proposal (RFP) issued by the State of Missouri, on behalf of the State Treasurer's Office, for Investment Management and Consulting services. The solicitation was opened on July 8, 2026, at 10:00 AM Central Time, with a response deadline of August 5, 2026, at 2:00 PM Central Time. No pre-bid conference, site visit, or tour has been scheduled for this procurement. The contract will be awarded as a Blanket Purchase Agreement with an initial term of two years from the effective date. The procurement covers NAICS category 84121600 (Funds Transfer and Clearance and Exchange Services). Interested vendors are instructed to place a "1" in the line item price field to confirm submission of their complete solicitation response and pricing documentation.
Pricing and payment terms have not been specified in this document, and the agreement amount and minimum release amount are to be determined. The solicitation does not identify an incumbent vendor or establish set-asides for specific business classifications. Vendors should direct all inquiries to Julie Kleffner, the procurement buyer for the State of Missouri, at julie.kleffner@oa.mo.gov. Amendment 01 was issued on July 24, 2026, and supporting documentation is attached to the solicitation materials. The solicitation indicates a multiattribute scoring methodology will be used for evaluating proposals, with no ranking indicator displayed to vendors.
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Other files
| File | Type | Posted |
|---|---|---|
| STATE 0000000480SL STO Investment and Adviser Consulting Services - Amendment 01.docx | DOCX document | |
| STATE 0000000480SL STO Investment and Adviser Consulting Services.docx | DOCX document |
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Text version
REQUEST FOR PROPOSAL (RFP) STATE 0000000480SL,1
If you have any questions, please contact:
Procurement Entity State of Missouri
Buyer JULIE KLEFFNER Location
Phone Fax
E-mail JULIE.KLEFFNER@OA.MO.GOV
Title: Investment Management and Consulting - STO Buyer: Julie Kleffner Contract Period: Effective Date of Contract through Two Years
Table of Contents
1 Overview
1.1 General Information
1.2 Schedule
1.3 Additional Information
1.4 Solicitation Controls
1.5 Terms
1.6 Attachments
2 Lines
2.1 Line Information
2.2 Line Details
2.2.1 Line 1
1 Overview
1.1 General Information
Title Investment Management and Consulting
Synopsis Issued on Behalf of the State Treasurer's Office Amendment Date 07/24/2026 9:01 AM
Amendment Description Amendment 01 Buyer JULIE KLEFFNER Outcome Blanket Purchase
Agreement E-Mail JULIE.KLEFFNER@OA.
MO.GOV
1.2 Schedule
Close Date 08/05/2026 2:00 PM Open Date 07/08/2026 10:00 AM Time Zone Central Time
1.3 Additional Information
Pre-Bid/Pre-Proposal Conference Date and Time 00+00:00
Pre-Bid/Pre-Proposal Conference Location Tour Date and Time 00+00:00
Tour Location Tour Contact Name
Tour Contact Phone # Tour Contact Email
1.4 Solicitation Controls
Response Visibility Sealed
Lines Settings Rank Indicator No indicator displayed
Ranking Method Multiattribute scoring
1.5 Terms
Agreement Start Date Agreement End Date Agreement Amount
(USD)
Minimum Release
Amount (USD) Payment Terms Immediate Freight Terms
Shipping Method FOB Solicitation Currency USD (US Dollar)
Price Precision 2
1.6 Attachments
File Name or URL Type Description Amendment 01 File STATE 0000000480SL STO Investm File
2 Lines
2.1 Line Information
Line Estimated Quantity
Response Price
Line Amount
Response Minimum
Release Amount
1-The vendor should place a "1" in the line item price to confirm that their solicitation response and pricing is attached.
2.2 Line Details
2.2.1 Line 1 The vendor should place a "1" in the line item price to confirm that their solicitation response and pricing is attached.
Category Name 84121600 - FUNDS
TRANSFER AND
CLEARANCE AND
EXCHANGE
SERVICES
Allow Alternate Lines No Target Minimum Release
Amount (USD) Estimated Total Amount
(USD)
Start Price (USD)
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