Bid Solicitation: 00001569
Header Information
Bid Number: 00001569 Description: Trust and Custody Service for the City?s Investment Securities Portfolio Bid Opening Date: 01/08/2021 04:00:00 PM
Purchaser: Mark Ariza Organization: City of Portland
Department: SERVICES - Services Location: SERVI - Services
Fiscal Year: 21 Type Code: 04 - G&S RFP Allow Electronic Quote: Yes
Alternate Id:   Required Date: 11/25/2020 Available Date :  11/30/2020 09:00:00 AM
Info Contact: Contact Mark Ariza at (503)823-5680 Bid Type: OPEN Informal Bid Flag: No
Purchase Method: Open Market
Pre Bid Conference: A NON-MANDATORY PRE-SUBMITTAL MEETING has been scheduled for December 16, 2020 at 9:00 am PST, via Microsoft Teams. For an invite please contact Mark Ariza @ Mark.Ariza@portlandoregon.gov.
Bulletin Desc: This RFP is for Trust and Custody Service for the City's Investment Securities Portfolio
Ship-to Address: Please See Solicitation Documents
1120 SW 5th Ave, Suite 1035
Portland, OR 97204
US
Email: buyspeedvendorhelp@portlandoregon.gov
Phone: (503)823-5047 		Bill-to Address: Please See Solicitation Documents
1120 SW 5th Ave, Suite 1035
Portland, OR 97204
US
Email: buyspeedvendorhelp@portlandoregon.gov
Phone: (503)823-5047 		Print Format:
File Attachments: RFP 1569 Trust and Custody Service.pdf
RFP 1471 Exhibit A - SAMPLE SERVICES CONTRACT~1.pdf
RFP 1569 Exhibit B - CITY OF PORTLAND INVESTMENT HOLDINGS SAMPLE 04-30-2020.xlsx
RFP 1569 Addendum 1.pdf
RFP 1569 Addendum 2.pdf
RFP 1569 Addendum 3.pdf
RFP 1569 Proposal minimal compliance Responses Sheet
RFP 1569 Summary and Evaluators Scores (posted).xls
RFP 1569 Notice of Intent to Award (NOI).pdf
Form Attachments:
Amendments:
Amendment # Amendment Date Amendment Note
1 12/03/2020 03:18:57 PM This Addendum shall respond to inquiries submitted. Attachment File Changes: Header 1. File 'RFP 1569 Addendum 1.pdf': File 'RFP 1569 Addendum 1.pdf' added . Enrollment Date Changes:
2 12/10/2020 08:54:10 AM A NON-MANDATORY PRE-SUBMITTAL MEETING has been scheduled for December 16, 2020 at 9:00 am PST, via Microsoft Teams. For an invite please contact Mark Ariza @ Mark.Ariza@portlandoregon.gov. Header 1. Pre-Bid Conference changed from "There will be no pre-proposal meeting or site visit scheduled for this project." to "A NON-MANDATORY PRE-SUBMITTAL MEETING has been scheduled for December 16, 2020 at 9:00 am PST, via Microsoft Teams. For an invite please contact Mark Ariza @ Mark.Ariza@portlandoregon.gov.". Attachment File Changes: Header 1. File 'RFP 1569 Addendum 2.pdf': File 'RFP 1569 Addendum 2.pdf' added . Enrollment Date Changes:
3 12/17/2020 08:57:57 AM This Addendum responds to inquiries submitted. Attachment File Changes: Header 1. File 'RFP 1569 Addendum 3.pdf': File 'RFP 1569 Addendum 3.pdf' added . 2. File 'RFP 1569 Addendum 2.pdf': Order changed from "0" to "5". Enrollment Date Changes:
4 01/12/2021 07:35:12 AM RFP 1569 Proposal minimal compliance Responses Sheet Attachment File Changes: Header 1. File 'RFP 1569 Proposal minimal compliance Responses Sheet': File 'RFP 1569 Proposal minimal compliance Responses Sheet' added . Enrollment Date Changes:
5 02/01/2021 01:04:24 PM This amendment posts the evaluator scores and the Notice of Intent to Award for RFP 1569. Attachment File Changes: Header 1. File 'RFP 1569 Summary and Evaluators Scores (posted).xls': File 'RFP 1569 Summary and Evaluators Scores (posted).xls' added . 2. File 'RFP 1569 Notice of Intent to Award (NOI).pdf': File 'RFP 1569 Notice of Intent to Award (NOI).pdf' added . Enrollment Date Changes:
Item Information
Item # 1:   ( 946  -  85 )   Trust and Custody Service for the City Investment Securities Portfolio
NIGP Code: 946-85
   Trusts, Estates and Agency Accounts
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
PORTLAND_PORTLAND_AWS_PROD_BUYSPEED_2_bso