Government Contract | Alabama
INVESTMENT VALUATION SERVICES RELATED TO PRIVATELY PLACED DEBT AND EQUITY INVESTMENTS

Bid Information


Bid Alert No: 00000584477

Bid Title: INVESTMENT VALUATION SERVICES RELATED TO PRIVATELY PLACED DEBT AND EQUITY INVESTMENTS

Agency Bid No. Title: RFP 16000000009

Received Date: 05/27/2016

Close Date: 06/30/2016

Purchase Type: Not Stated

Delivery Point:

Delivery Date: Not Stated

Specifications

Specifications include, but are not limited to:1. Perform an analysis of the fair value of certain investments held by the RSA semiannually inFebruary and August. The engagement will commence with the August 31, 2016, valuationperiod and conclude with the February 28, 2021, valuation period. The successful proposerwill conduct and complete its services, including providing all required written analysisand/or reports, with draft valuations due 15 days following the valuation date and finalvaluation due no later than 25 days following the valuation date.2. Provide up to 10 hours of additional consulting time to RSA to review these valuationreports with RSA officials. This additional time shall be included in the fixed fee for each ofthe reports. Any hours needed beyond 10 shall be charged at the hourly billing rateproposed in the Cost Proposal.3. Provide a formal report for each valuation period which must summarize the valuationmethods used and a conclusion based on those methods. Select information from this reportmay be presented to the RSAs staff, Board of Controls or Committees thereof.4. Conduct in-person, on-site meetings with the management of each portfolio company at leastonce per year as part of the due diligence process. This additional time shall be included inthe fixed fee for each of the reports.

Bid Related Documents

Download Document

Amendments

Download Amendment

Product Codes: 94645, 94656, 94675

Agency Information


Issuing Agency: The Retirement Systems of Alabama

State: Alabama

Agency Type: State and Local

Contact: 201 S. Union Street, Suite 574, Montgomery, Alabama, 36104

< PREVIOUS PAGE

GET A FREE
MARKET
ANALYSIS

FREE Market Analysis


Get a FREE 90-Day Market Analysis and see the bids you’ve been missing

GET BIDS NOW