Government Contract | Illinois
Administrative Consulting Services College Savings, ABLE, and other Programs

Bid Information


Bid Alert No: 00000490472

Bid Title: Administrative Consulting Services College Savings, ABLE, and other Programs

Agency Bid No. Title: Not Stated

Received Date: 02/19/2016

Close Date: 03/11/2016

Purchase Type: Term:

Delivery Point:

Delivery Date: Not Stated

Special Notices: Pre-Bid Conference Mandatory 02/22/2016 11:00 AM, Bidder Preregistration

Specifications

Specifications include, but are not limited to:A. Plan Governance & Administration1. Assess the Treasurers current plan structures and practices, and advise on anypossible improvements;2. Make policy and administrative recommendations on the Treasurers financialprograms as industry standards and best practices evolve;B. Marketing and Brand Services1. Provide general strategic consulting advice on program design and structure forthe Treasurers investment-related programs, using insight from the 529 industryand other tax-advantaged investment plans;C. Investment Services1. Review investment policies, investment options and disclosure language forindustry comparison and best practices; and2. Consult on recommendations of outside investment advisors.

Bid Related Documents

Download Document

Product Codes: 91806, 94648, 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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