Notice of Award
T-1400
ALTERNATE PENSION BENEFIT PROGRAM
NJ INSTITUTIONS OF HIGHER EDUCATION
STATE OF NEW JERSEY
DEPARTMENT OF TREASURY
DIVISION OF PURCHASE AND PROPERTY
PURCHASE BUREAU INDEX #: T-1400
NOTIFICATION OF AWARD - TERM CONTRACT(S)
CONTRACT TITLE: ALTERNATE PENSION BENEFIT PROGRAM CONTRACT # VARIOUS
NJ INSTITUTIONS OF HIGHER EDUCATION
CONTRACT PERIOD: APPLICABLE TO:
FROM: 04/01/04 TO: 03/31/10 ALL STATE AGENCIES
VENDOR NAME & ADDRESS: FOR PURCHASE BUREAU USE
SEE ATTACHED VENDOR INFORMATION SHEET(S) Solicitation #: 35868
Bid Open Date : 07/29/03
CID # : 1026854
Commodity Code: 946-56
Set-Aside : NONE
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:
1.KEN DIETEL - BUYER 3. MARGARET QUINN - BUYER UNIT SUPERV
609-984-9322
E-MAIL: KEN.DIETEL@TREAS.STATE.NJ.US
2.EDWARD T. COTTERELL - BUYER SUPERVI 4. OFFICE OF THE BUREAU SUPERVISOR
609-984-6241 609-292-4751
PB177 (rev. 6/91) PUB. DATE: 07/31/09
INDEX NO: T1400
PAGE NO: 2
VENDOR INFORMATION SHEET
COOP *
VENDOR NAME AND ADDRESS SBE/MBE/WBE/PURCH
______________________________________________________________________________
CITISTREET ASSOCIATES LLC NO /NO /NO /NO CONTRACT #: 58208
TWO TOWER CENTER EXPIRATION DATE: 03/31/10
E BRUNSWICK, NJ 08816 TERMS: NONE
DELIVERY: 30 DAYS ARO
CONTACT PERSON: MICHAEL L ST CLAIR CONTACT PHONE: 908-214-2000
______________________________________________________________________________
EQUITABLE LIFE ASSURANCE SOC NO /NO /NO /NO CONTRACT #: 58209
EQUIVEST EXPIRATION DATE: 03/31/10
1290 AVE OF AMERICAS 14C TERMS: NONE
NEW YORK, NY 10104 DELIVERY: SPECIFIED ELSEWHE
CONTACT PERSON: JAMES D. GOODWIN CONTACT PHONE: 732-452-7322
ORDER FAX # : 732-906-3634
______________________________________________________________________________
HARTFORD LIFE INSURANCE CO NO /NO /NO /NO CONTRACT #: 58227
IPD GOVERNMENT MARKETS EXPIRATION DATE: 03/31/10
200 HOPMEADOW ST/C3E TERMS: NONE
SIMSBURY, CT 06089 DELIVERY: 30 DAYS ARO
CONTACT PERSON: ERIC WIETSMA CONTACT PHONE: 860-843-8267
ORDER FAX # : 860-843-3763
______________________________________________________________________________
ING LIFE INSURANCE AND ANNUITY NO /NO /NO /NO CONTRACT #: 58210
COMPANY EXPIRATION DATE: 03/31/10
2841 PLAZA PLACE/STE 130 TERMS: NONE
RALEIGH, NC 27612 DELIVERY: SPECIFIED ELSEWHE
CONTACT PERSON: MARK LUCKINBILL CONTACT PHONE: 919-789-7101
ORDER FAX # : 919-789-9576
* WILL VENDOR EXTEND CONTRACT PRICES TO COOPERATIVE PURCHASING PARTICIPANTS?
INDEX NO: T1400
PAGE NO: 3
VENDOR INFORMATION SHEET
COOP
VENDOR NAME AND ADDRESS SBE/MBE/WBE/PURCH
______________________________________________________________________________
VARIABLE ANNUITY LIFE INS CO NO /NO /NO /NO CONTRACT #: 58211
2919 ALLEN PARKWAY L13-10 EXPIRATION DATE: 03/31/10
HOUSTON, TX 77019 TERMS: NONE
DELIVERY: 30 DAYS ARO
CONTACT PERSON: TRACI P LANGFORD CONTACT PHONE: 713-831-5966
ORDER FAX # : 713-831-6172
INDEX NO: T1400
PAGE NO: 4
CONTRACT ITEMS/SERVICES
BY VENDOR
______________________________________________________________________________
VNDR: CITISTREET ASSOCIATES LLC CNTRCT #: 58208
LINE# DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00001 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT AND
NJ INSTITUTIONS OF HIGHER EDUCATION
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP, THE
BIDDER'S BID PROPOSAL AND THE FEE
STRUCTURES SPECIFIED IN SECTION 4.4.4
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP AND THE
CONTRACTORS PROPOSAL. THE FOLLOWING
FUNDS ARE APPROVED FOR OFFER TO MEMBERS
IS ATTACHED.
00002 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
THIS LINE IS ADDED TO REFLECT THE
EXTENSION PERIOD OF 4/1/2009 THRU
3/31/2010 IN ACCORDANCE WITH THE
TERMS AND CONDITIONS OF THE ORIGINAL
CONTRACT.
DELIVERY: 30 DAYS ARO
______________________________________________________________________________
VNDR: EQUITABLE LIFE ASSURANCE SOC CNTRCT #: 58209
EQUIVEST
LINE# DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00001 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT AND
NJ INSTITUTIONS OF HIGHER EDUCATION
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP, THE
BIDDER'S BID PROPOSAL AND THE FEE
STRUCTURES SPECIFIED IN SECTION 4.4.4
INDEX NO: T1400
PAGE NO: 5
CONTRACT ITEMS/SERVICES
BY VENDOR
______________________________________________________________________________
VNDR: EQUITABLE LIFE ASSURANCE SOC CNTRCT #: 58209
EQUIVEST
LINE# DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00001 CONTINUED.....
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP AND THE
CONTRACTORS PROPOSAL. THE FOLLOWING
FUNDS ARE APPROVED FOR OFFER TO MEMBERS
IS ATTACHED.
00002 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
THIS LINE IS ADDED TO REFLECT THE
EXTENSION PERIOD OF 4/1/2009 THRU
3/31/2010 IN ACCORDANCE WITH THE
TERMS AND CONDITIONS OF THE ORIGINAL
CONTRACT.
______________________________________________________________________________
VNDR: HARTFORD LIFE INSURANCE CO CNTRCT #: 58227
IPD GOVERNMENT MARKETS
LINE# DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00001 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT AND
NJ INSTITUTIONS OF HIGHER EDUCATION
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP, THE
BIDDER'S BID PROPOSAL AND THE FEE
STRUCTURES SPECIFIED IN SECTION 4.4.4
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP AND THE
CONTRACTORS PROPOSAL. THE FOLLOWING
FUNDS ARE APPROVED FOR OFFER TO MEMBERS
IS ATTACHED.
00002 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
INDEX NO: T1400
PAGE NO: 6
CONTRACT ITEMS/SERVICES
BY VENDOR
______________________________________________________________________________
VNDR: HARTFORD LIFE INSURANCE CO CNTRCT #: 58227
IPD GOVERNMENT MARKETS
LINE# DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00002 CONTINUED.....
THIS LINE IS ADDED TO REFLECT THE
EXTENSION PERIOD OF 4/1/2009 THRU
3/31/2010 IN ACCORDANCE WITH THE
TERMS AND CONDITIONS OF THE ORIGINAL
CONTRACT.
DELIVERY: 30 DAYS ARO
______________________________________________________________________________
VNDR: ING LIFE INSURANCE AND ANNUITY CNTRCT #: 58210
COMPANY
LINE# DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00001 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT AND
NJ INSTITUTIONS OF HIGHER EDUCATION
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP, THE
BIDDER'S BID PROPOSAL AND THE FEE
STRUCTURES SPECIFIED IN SECTION 4.4.4
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP AND THE
CONTRACTORS PROPOSAL. THE FOLLOWING
FUNDS ARE APPROVED FOR OFFER TO MEMBERS
IS ATTACHED.
00002 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
THIS LINE IS ADDED TO REFLECT THE
EXTENSION PERIOD OF 4/1/2009 THRU
3/31/2010. A 10 BASIS POINT REDUC-
TION HAS BEEN OFFERED DURING THIS
EXTENSION PERIOD.
______________________________________________________________________________
VNDR: VARIABLE ANNUITY LIFE INS CO CNTRCT #: 58211
LINE# DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00001 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT AND
NJ INSTITUTIONS OF HIGHER EDUCATION
INDEX NO: T1400
PAGE NO: 7
CONTRACT ITEMS/SERVICES
BY VENDOR
______________________________________________________________________________
VNDR: VARIABLE ANNUITY LIFE INS CO CNTRCT #: 58211
LINE# DESCRIPTION/MFGR/BRAND EST QUANTITY UNIT % DISCOUNT UNIT PRICE
00001 CONTINUED.....
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP, THE
BIDDER'S BID PROPOSAL AND THE FEE
STRUCTURES SPECIFIED IN SECTION 4.4.4
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
ALL SERVICES ARE TO BE PERFORMED IN
ACCORDANCE WITH THE ORIGINAL RFP AND THE
CONTRACTORS PROPOSAL. THE FOLLOWING
FUNDS ARE APPROVED FOR OFFER TO MEMBERS
IS ATTACHED.
00002 COMM CODE: 946-56-030064 1.000 EACH NET N/A
ALTERNATE PENSION BENEFIT LAND
NJ INSTITUTIONS OF HIGHER EDUCATION
THIS LINE IS ADDED TO REFLECT THE
EXTENSION PERIOD OF 4/1/2009 THRU
3/31/2010 IN ACCORDANCE WITH THE
TERMS AND CONDITIONS OF THE ORIGINAL
CONTRACT.
DELIVERY: 30 DAYS ARO
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