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Nevada Treasurer's Office·Nevada

College Savings Investment Consulting Services

Closes 6/21/2024$1M – $5MRequest for Proposal
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Description

The State of Nevada Purchasing Division is seeking proposals from qualified vendors to provide College Savings Investment Consulting Services. The scope of work includes investment consulting services for the Nevada College Savings Trust Fund and the Nevada Higher Education Prepaid Tuition Trust Fund. The contract term is expected to be four years, with two optional one-year extensions. The evaluation criteria include demonstrated competence, proven track record, sufficient key personnel, quality and conformance of response, demonstrated capability, and cost factor. • The proposal should include a technical proposal, cost proposal, and other attachments as specified in the submission checklist. • The vendor should have experience in investment consulting for state-sponsored 529-qualified college savings plans and prepaid college tuition plans. • The vendor should have sufficient key personnel with experience in investments and investment analysis. • The vendor should demonstrate capability to gather necessary information, develop fully supportable conclusions, and communicate findings and recommendations clearly and succinctly.

Attached files

Contact

Courtney Dalton(Purchasing Officer II)

[email protected]

(775) 531-3305

Key dates

Opened
5/9/2024
Questions due
5/23/2024
Closes
6/21/2024
Duration
4 years

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523930
Solicitation №
05TO-S2796

Budget estimate

$1,000,000 – $5,000,000

The estimated budget for this contract is between $1,000,000 and $5,000,000, based on the total cost of the contract, which is $1,100,000. The actual budget may vary depending on the vendor's proposal and the State's evaluation of the proposal. The factors that may influence the likely payment range include the vendor's experience, qualifications, and proposed approach to providing the services.

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