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Notice of Award
Term Contract(s)
 
T-2851
GENERAL INVESTMENT CONSULTING SERVICES

Vendor Information
By Vendor
RFP Documents
Email to ROBERT STORINO

Downloadable NOA Documents
(Please utilize scroll bar on right side of box if necessary to view all documents)
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NOAs By Number NOAs By Title Search NOAs
 
Index #:
T-2851
Contract #: 83157
Contract Period: FROM:   12/11/12   TO:   12/10/17
Applicable To: SELECTED STATE AGENCIES
Cooperative Purchasing: NOT APPLICABLE
Vendor Name & Address: ENNIS KNUPP & ASSOCIATES INC
10 S RIVERSIDE PLAZA
STE 1600
CHICAGO, IL 60606-3830
For Procurement Bureau Use:  
Solicitation #: 22534
Bid Open Date: 05/17/12
CID #: 1040238
Commodity Code: 946-56
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:

ROBERT STORINO PROCUREMENT SPECIALIST 609-984-6228
DAMIAN FANTINI PROCUREMENT SPECIALIST SUPERVISOR 609-984-6530
ELIZABETH MACKAY ASSISTANT DIRECTOR 609-292-6817
  PUB DATE: 04/25/14

VENDOR INFORMATION
Vendor Name & Address:
ENNIS KNUPP & ASSOCIATES INC
10 S RIVERSIDE PLAZA
STE 1600
CHICAGO, IL 60606-3830
Contact Person: DAVID TESTORE
Contact Phone: 312-715-1700
Order Fax: 312-715-1952
Contract#: 83157
Expiration Date: 12/10/17
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?
 

CONTRACT ITEMS/SERVICES BY VENDOR
Vendor:  ENNIS KNUPP & ASSOCIATES INC Contract Number:  83157
UNLESS SPECIFIED OTHERWISE BELOW:
SHIP TO: 822120 / S003
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:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

POLICY DUTIES (SECTION 3.1)

YEAR 1
1.000 TASK N/A $85000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00002 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

ASSET ALLOCATION AND PORTFOLIO
CONSTRUCTION DUTIES (SECTION 3.2)

YEAR 1
1.000 TASK N/A $120000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00003 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

INTERNAL STAFF/INVESTMENT ADVISOR
OVERSIGHT DUTIES (SECTION 3.3)

YEAR 1
1.000 TASK N/A $75000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00004 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

TRAINING,EDUCATION AND CLIENT SERVICES
DUTIES (SECTION3.4)

YEAR 1
1.000 TASK N/A $40000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00005 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OPERATIONAL DUTIES (SECTION 3.5)

YEAR 1
1.000 TASK N/A $60000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00006 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

PERFORMANCE MEASUREMENT DUTIES
(SECTION 3.6)

YEAR 1
1.000 TASK N/A $75000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00007 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OTHER SERVICES (SECTION 3.7)

YEAR 1
1.000 TASK N/A $40000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00008 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

SENIOR CONSULTANT HOURLY RATE

YEAR 1
1.000 HOUR N/A $550.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00009 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

JUNIOR CONSULTANT HOURLY RATE

YEAR 1
1.000 HOUR N/A $275.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00010 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

POLICY DUTIES (SECTION 3.1)

YEAR 2
1.000 TASK N/A $88000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00011 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

ASSET ALLOCATION AND PORTFOLIO
CONSTRUCTION DUTIES (SECTION 3.2)

YEAR 2
1.000 TASK N/A $124000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00012 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

INTERNAL STAFF/INVESTMENT ADVISOR
OVERSIGHT DUTIES (SECTION 3.3)

YEAR 2
1.000 TASK N/A $77000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00013 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

TRAINING,EDUCATION AND CLIENT SERVICES
DUTIES (SECTION3.4)

YEAR 2
1.000 TASK N/A $41000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00014 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OPERATIONAL DUTIES (SECTION 3.5)

YEAR 2
1.000 TASK N/A $62000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00015 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

PERFORMANCE MEASUREMENT DUTIES
(SECTION 3.6)

YEAR 2
1.000 TASK N/A $77000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00016 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OTHER SERVICES (SECTION 3.7)

YEAR 2
1.000 TASK N/A $41000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00017 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

SENIOR CONSULTANT HOURLY RATE

YEAR 2
1.000 HOUR N/A $550.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00018 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

JUNIOR CONSULTANT HOURLY RATE

YEAR 2
1.000 HOUR N/A $275.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00019 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

POLICY DUTIES (SECTION 3.1)

YEAR 3
1.000 TASK N/A $91000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00020 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

ASSET ALLOCATION AND PORTFOLIO
CONSTRUCTION DUTIES (SECTION 3.2)

YEAR 3
1.000 TASK N/A $128000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00021 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

INTERNAL STAFF/INVESTMENT ADVISOR
OVERSIGHT DUTIES (SECTION 3.3)

YEAR 3
1.000 TASK N/A $79000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00022 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

TRAINING,EDUCATION AND CLIENT SERVICES
DUTIES (SECTION3.4)

YEAR 3
1.000 TASK N/A $42000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00023 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OPERATIONAL DUTIES (SECTION 3.5)

YEAR 3
1.000 TASK N/A $64000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00024 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

PERFORMANCE MEASUREMENT DUTIES
(SECTION 3.6)

YEAR 3
1.000 TASK N/A $79000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00025 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OTHER SERVICES (SECTION 3.7)

YEAR 3
1.000 TASK N/A $42000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00026 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

SENIOR CONSULTANT HOURLY RATE

YEAR 2
1.000 HOUR N/A $550.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00027 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

JUNIOR CONSULTANT HOURLY RATE

YEAR 3
1.000 HOUR N/A $275.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00028 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

POLICY DUTIES (SECTION 3.1)

YEAR 4
1.000 TASK N/A $94000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00029 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

ASSET ALLOCATION AND PORTFOLIO
CONSTRUCTION DUTIES (SECTION 3.2)

YEAR 4
1.000 TASK N/A $132000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00030 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

INTERNAL STAFF/INVESTMENT ADVISOR
OVERSIGHT DUTIES (SECTION 3.3)

YEAR 4
1.000 TASK N/A $81000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00031 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

TRAINING,EDUCATION AND CLIENT SERVICES
DUTIES (SECTION3.4)

YEAR 4
1.000 TASK N/A $43000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00032 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OPERATIONAL DUTIES (SECTION 3.5)

YEAR 4
1.000 TASK N/A $66000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00033 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

PERFORMANCE MEASUREMENT DUTIES
(SECTION 3.6)

YEAR 4
1.000 TASK N/A $81000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00034 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OTHER SERVICES (SECTION 3.7)

YEAR 4
1.000 TASK N/A $43000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00035 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

SENIOR CONSULTANT HOURLY RATE

YEAR 4
1.000 HOUR N/A $550.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00036 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

JUNIOR CONSULTANT HOURLY RATE

YEAR 4
1.000 HOUR N/A $275.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00037 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

POLICY DUTIES (SECTION 3.1)

YEAR 5
1.000 TASK N/A $97000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00038 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

ASSET ALLOCATION AND PORTFOLIO
CONSTRUCTION DUTIES (SECTION 3.2)

YEAR 5
1.000 TASK N/A $136000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00039 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

INTERNAL STAFF/INVESTMENT ADVISOR
OVERSIGHT DUTIES (SECTION 3.3)

YEAR 5
1.000 TASK N/A $83000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00040 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

TRAINING,EDUCATION AND CLIENT SERVICES
DUTIES (SECTION3.4)

YEAR 5
1.000 TASK N/A $44000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00041 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OPERATIONAL DUTIES (SECTION 3.5)

YEAR 5
1.000 TASK N/A $68000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00042 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

PERFORMANCE MEASUREMENT DUTIES
(SECTION 3.6)

YEAR 5
1.000 TASK N/A $83000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00043 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

OTHER SERVICES (SECTION 3.7)

YEAR 5
1.000 TASK N/A $44000.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00044 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

SENIOR CONSULTANT HOURLY RATE

YEAR 5
1.000 HOUR N/A $550.00000
LINE#  DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00045 COMM CODE:  946-56-083633
[FINANCIAL SERVICES]
 
ITEM DESCRIPTION:
GENERAL INVESTMENT CONSULTING SERVICES

JUNIOR CONSULTANT HOURLY RATE

YEAR 5
1.000 HOUR N/A $275.00000


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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