STATE 0000000480SL_2_SUPPLIER.pdf
PDF 160 KB Posted
- Attached to
- Investment Management and Consulting
- Solicitation number
- 300000267938628
- 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, identified as STATE 0000000480SL,2, was opened on July 8, 2026 at 10:00 AM Central Time with a closing date of August 12, 2026 at 2:00 PM Central Time. No pre-bid conference, proposal conference, or site tour has been scheduled for this solicitation. The contract will be awarded as a Blanket Purchase Agreement with an initial term of two years from the effective date. Vendors are required to submit their complete solicitation response and pricing documentation with a line item price confirmation of "1" to indicate participation.
The RFP utilizes multiattribute scoring as the ranking methodology with sealed response visibility. Pricing is to be submitted in US Dollars with two decimal places precision. The solicitation falls under the commodity category 84121600 - Funds Transfer and Clearance and Exchange Services. No specific set-asides, incumbent information, or detailed funding amounts are outlined in this document. Vendors should direct any questions to Julie Kleffner, the designated buyer, at julie.kleffner@oa.mo.gov. Amendment 02 was issued on August 4, 2026, with the full scope of work and detailed requirements contained in the referenced attachments STATE 0000000480SL STO Investment Management documents.
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Other files
| File | Type | Posted |
|---|---|---|
| STATE 0000000480SL STO Investment and Adviser Consulting Services - Amendment 02.docx | DOCX document | |
| STATE 0000000480SL STO Investment and Adviser Consulting Services.docx | DOCX document | |
| STATE 0000000480SL STO Investment and Adviser Consulting Services - Amendment 01.docx | DOCX document |
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Text version
REQUEST FOR PROPOSAL (RFP) STATE 0000000480SL,2
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 08/04/2026 11:44 AM
Amendment Description Amendment #02 Buyer JULIE KLEFFNER Outcome Blanket Purchase
Agreement E-Mail JULIE.KLEFFNER@OA.
MO.GOV
1.2 Schedule
Close Date 08/12/2026 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 STATE 0000000480SL STO Investm File STATE 0000000480SL STO Investm File Amendment 01 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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