RFP-2024-018 - Custodial Bank Services
| Agency: | Milwaukee County |
|---|---|
| Level of Government: | State & Local |
| Category: |
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| Opps ID: | NBD15073930892764773 |
| Posted Date: | Jan 24, 2024 |
| Due Date: | Feb 27, 2024 |
| Solicitation No: | RFP-2024-018 |
| Source: | https://countymilwaukee.bonfir... |
Project: Custodial Bank Services
This RFP is issued by the Pension Board of the Employees' Retirement System of the County of Milwaukee, which governs the Employees' Retirement System of the County of Milwaukee, and the OBRA 1990 Retirement System of the County of Milwaukee. The Pension Board is seeking proposals to identify one or more firms who will be eligible to provide Custody and Securities Lending services for the Pension Board, ERS and OBRA.
| File | Type | Description | Date Created | Actions |
| Attachment A MCERS Procurement Policy.pdf | Documentation |
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| Attachment B Contract Provisions.pdf | Documentation |
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| Attachment C Insurance Form.pdf | Documentation |
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| Attachment E EEOC Compliance.pdf | Documentation |
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| Attachment F Conflict of Interest.pdf | Documentation |
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| Attachment G Certification re Debarment Suspension.pdf | Documentation |
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| Attachment H Sworn Statement of Proposer.pdf | Documentation |
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| Attachment I Exceptions.pdf | Documentation |
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| Attachment J Vendor Information Sheet.pdf | Documentation |
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| Attachment K Cost Proposal Submission Form.pdf | Documentation |
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| Attachment D Proprietary Info Disclosure Form.pdf | Documentation |
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| Custodial Banking Services 2024 FINAL.pdf | Documentation |
RFP
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Note To download files, Log in or Register for a Bonfire Account.
Listed below are the documents and information needed to complete your submission:
| Name | Type | # Files | Requirement | Instructions |
| Attachment C - Insurance and Indemnity Form | File Type: PDF (.pdf) | 1 | Required | |
| Attachment D - Proprietary Information Disclosure Form | File Type: PDF (.pdf) | 1 | Required | |
| Attachment D-1 - Redacted Copy of Proposal (REQUIRED to be submitted if confidential or proprietary information is set forth on Attachment D) | File Type: PDF (.pdf) | Multiple | Optional | |
| Attachment E - EEOC Compliance Form | File Type: PDF (.pdf) | 1 | Required | |
| Attachment F - Conflict of Interest Form | File Type: PDF (.pdf) | 1 | Required | |
| Attachment G - Certification re Debarment Suspension | File Type: PDF (.pdf) | 1 | Required | |
| Attachment H - Sworn Statement of Proposer | File Type: PDF (.pdf) | 1 | Required | |
| Attachment I - Exceptions | File Type: PDF (.pdf) | 1 | Required | |
| Attachment J - Vendor Information Sheet | File Type: PDF (.pdf) | 1 | Required | |
| Attachment K - Cost Proposal | File Type: PDF (.pdf) | 1 | Required | |
| Technical Proposal Questionnaire (Q-18HY) | Questionnaire: Excel (.xlsx) | 1 | Required |
You will need to fill out the provided Response Template for this Questionnaire.
Please log in to download the Response Template. |
| Additional Information | File Type: PDF (.pdf) | Multiple | Optional |
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