Government Contract | Illinois
ABLE Services

Bid Information


Bid Alert No: 00000597185

Bid Title: ABLE Services

Agency Bid No. Title: 370-200-16-003

Received Date: 06/14/2016

Close Date: 08/01/2016

Purchase Type: Not Stated

Delivery Point: Various Locations, Illinois

Delivery Date: Not Stated

Special Notices: Bidder Preregistration

Specifications

Specifications include, but are not limited to:A. Base ServicesThe Contractor shall provide the Base Services set forth in this Section III.A, whichincludes III.A-1 through III.A-2, to the Consortium.A-1 Investment Management ServicesThe Contractor will perform the following:1. Investment Design and Options Provide a suggested investment framework,associated investment options, and related services from one or more fund familiesoffering an array of services designed to meet the diverse needs of the ABLEeligible population;2. Investment Duties Provide investment services, insights, and perspectives oninvestment due diligence, investment selection and replacement, and benchmarkingamong other investment duties;3. Reporting to Members Provide investment performance reports, compared toagreed-upon benchmarks as specified in the Agreement, to each Member on aperiodic basis as will be specified in the Implementing Agreement(s);4. Cooperation and Communication Cooperate and communicate with theConsortium, individual Members, and any Members consultant(s) in all evaluationsof the investment options and in producing annual financial audits;5. Regulatory Compliance and Reporting to Regulatory Agencies Comply with allapplicable state and federal laws and regulations including, but not limited to, thosecovering securities, banking, transfer agencies, consumer protection, tax, and theSocial Security Administration (SSA); and6. Aggregation Aggregate the Members investments, if doing so would achieve thehighest possible economies of scale.

Bid Related Documents

Download Document

Product Code: 94656

Agency Information


Issuing Agency: State of Illinois - Office of the Treasurer

State: Illinois

Agency Type: State and Local

Contact: Jim Underwood, Office of the Illinois State Treasurer 400 West Monroe Street, Suite 401, Springfield, Illinois, 62704

Phone: 217-782-1708

Fax: 217-524-3822

Email: junderwood@illinoistreasurer.gov

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