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Notice of Award
Term Contract(s)
 
T-2061
GLOBAL CUSTODY AND SECURITY LENDING
SERVICES - DIVISION OF INVESTMENT

Vendor Information
By Vendor
RFP Documents
Email to ROY HAMBRECHT

Downloadable NOA Documents
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NOAs By Number NOAs By Title Search NOAs
 
Index #:
T-2061
Contract #: 76582
Contract Period: FROM:   04/27/10   TO:   04/26/15
Applicable To: SELECTED STATE AGENCIES
Cooperative Purchasing: NOT APPLICABLE
Vendor Name & Address: STATE ST BK & TRUST CO
PUBLIC FUNDS DIVISION
ONE LINCOLN ST
BOSTON, MA 02111
For Procurement Bureau Use:  
Solicitation #: 20010
Bid Open Date: 09/12/08
CID #: 1035609
Commodity Code: 946-25
Set-Aside: SMALL BUSINESS SUBCONTRACTING

CONDITIONS AND METHODS OF OPERATION

Multi-Source Contracts: State Agencies and Cooperative Purchasing partners should review each vendor's product/service and prices carefully and place orders in accordance with the terms and conditions of the contract. Note that

A. Delivery: All prices F.O.B. Destination
B. Method of Operation - State Agencies Only:
Issue an agency purchase order to the appropriate contract vendor(s).

In the event of an emergency, contact the following in the order listed:

ROY HAMBRECHT PROCUREMENT SPECIALIST 609-292-3689
JONATHAN WALLACE PROCUREMENT SPECIALIST SUPERVISOR 609-341-2976
ELIZABETH MACKAY ASSISTANT DIRECTOR 609-292-6817
  PUB DATE: 04/17/14

VENDOR INFORMATION
Vendor Name & Address:
STATE ST BK & TRUST CO
PUBLIC FUNDS DIVISION
ONE LINCOLN ST
BOSTON, MA 02111
Contact Person: DIANE JOHNSON
Contact Phone: 617-664-9944
Order Fax: 617-786-2075
Contract#: 76582
Expiration Date: 04/26/15
Terms: NONE
Delivery: SPECIFIED ELSEWHERE
Small Business Enterprise: NO
Minority Business Enterprise: NO
Women Business Enterprise: NO
Cooperative Purchasing *: NO
* WILL VENDOR EXTEND CONTRACT PRICES TO COOPERATIVE PURCHASING PARTICIPANTS?
 
THIS CONTRACT HAS BEEN EXTENDED FOR A PERIOD OF ONE (1) YEAR,
COMMENCING ON APRIL 27, 2013 AND EXPIRING ON APRIL 26, 2014.  NOTHING
ELSE (BESIDES THE CONTRACT EXTENSION EXPIRATION DATE) HAS BEEN
ADDED/CHANGED.





SERVICES.

     

CONTRACT ITEMS/SERVICES BY VENDOR
Vendor:  STATE ST BK & TRUST CO
PUBLIC FUNDS DIVISION
Contract Number:  76582
UNLESS SPECIFIED OTHERWISE BELOW:
SHIP TO: 822120 / S001
FISCAL/PROCUREMENT OFFICE
50 WEST STATE ST 9TH FL
PO BOX 290
TRENTON NJ 08625-0290
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00001 COMM CODE:  946-25-073131
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GLOBAL CUSTODY AND SECURITY LENDING
SERVICES FOR DIVISION OF INVESTMENT
1.000 EACH NET N/A
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00002 COMM CODE:  946-25-073131
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
THE WORK INCLUDED AS A RESULT OF THE
EXPANSION OF THE POTFOLIOS FROM 12 TO
30. (AMENDMENT DATED 6/28/11)
THE TOTAL OF THIS WORK SHALL NOT
EXCEED $82,280.
1.000 EACH NET N/A
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00003 COMM CODE:  946-25-073131
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
THIS PRICE LINE CONSISTS OF AN INITIAL
IMPLEMENTATION FEE OF $5,000 AND A
MONTHLY MAINTENANCE FEE OF $250 FOR
THE TERM OF THE CONTRACT. THE COST OF
THIS SERVICE IS PAID WITH FUNDS FROM
THE PENSION FUND.
1.000 EACH NET N/A
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00004 COMM CODE:  946-25-073131
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
THOSE ACCOUNTS OVER AND ABOVE THE 34.
(THE CONTRACTOR IS ASSUMING THE COST
OF ACCOUNTS 31 - 34). THE AMOUNT OF
$474,833.54 IS BEING PAID BY THE
PENSION FUND THROUGH THE TERM OF THE
CONTRACT WHICH EXPIRES ON APRIL 26,
2013.
1.000 EACH NET N/A


Downloadable RFP Documents
(Please utilize scroll bar on right side of box if necessary to view all documents)
The Download All Documents hyperlink will place compressed files on your computer. Files may be unzipped and viewed using WinZip. The evaluation version is available for free. Click here to learn more about WinZip or to download the latest version from the WinZip web site.

Forms in this section are stored in Adobe Acrobat (PDF) format. PDF formatted documents appear the same as the original printed forms. To view and print these forms, you must have a PDF viewer which is available free from Adobe. Click here to learn more about Adobe Acrobat or to download the latest version of the Adobe Acrobat viewer from the Adobe Web site.  



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