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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
LISA DUBOIS
ASSISTANT DIRECTOR
609-292-6817
PUB DATE:
04/15/13
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:
04/26/14
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
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Forms in this section are stored in
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as the original printed forms. To view and print these forms, you
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