STATE 0000000480SL_SUPPLIER.pdf
PDF 160 KB Posted
- Attached to
- Investment Management and Consulting
- Solicitation number
- 300000259016195
- 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 procurement is being managed by Buyer Julie Kleffner and seeks to establish a Blanket Purchase Agreement with qualified vendors. The solicitation opened on July 8, 2026, at 10:00 AM Central Time and closes on July 29, 2026, at 2:00 PM Central Time. No pre-bid conference, pre-proposal conference, or site tour has been scheduled for this opportunity. The contract will be effective for a two-year term from the agreement start date through the agreement end date. Vendors responding to this opportunity must place a "1" in the line item price field to confirm that their solicitation response and pricing documentation is attached.
The procurement falls under NAICS category 84121600 – Funds Transfer and Clearance and Exchange Services and does not allow alternate lines. Pricing responses will be evaluated using multiattribute scoring methodology with sealed bid submission requirements. Payment terms are immediate, with FOB shipping terms applicable. The solicitation will be conducted in US Dollars with price precision to two decimal places. Specific details regarding the agreement amount, minimum release amount, and incumbent information are not detailed in this RFP document, as the full scope of work and supporting exhibits referenced in the attachments would contain those specifications.
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Other files
| File | Type | Posted |
|---|---|---|
| STATE 0000000480SL STO Investment and Adviser Consulting Services.docx | DOCX document |
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Text version
REQUEST FOR PROPOSAL (RFP) STATE 0000000480SL
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 Buyer JULIE KLEFFNER Outcome Blanket Purchase
Agreement E-Mail JULIE.KLEFFNER@OA.
MO.GOV
1.2 Schedule
Close Date 07/29/2026 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
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)
File details come from the government source that posted it. Updated .