Bid Solicitation: 00001377
Header Information
Bid Number: 00001377 Description: FORMAL-TRUST AND CUSTODY SERVICES Bid Opening Date: 02/19/2020 11:00:00 AM
Purchaser: Tanika Chukwumerije Organization: Port of Houston Authority
Department: 72805 - TREASURY Location: 72805 - TREASURY
Fiscal Year: 20 Type Code: RP - RFP - Request For Proposal Allow Electronic Quote: No
Alternate Id:   Required Date: Available Date :  01/21/2020 04:34:20 PM
Info Contact: Contact Tanika Chukwumerije at (713) 670-2461 Bid Type: OPEN Informal Bid Flag: No
Purchase Method: Open Market
Pre Bid Conference: No Preliminary meeting will be held for this procurement.
Bulletin Desc: The Port Authority is seeking trust and custody services for the Pension and OPEB Plans, including maintaining secure online platform(s) for Plan assets and participant/beneficiary information, processing disbursements and securities transactions, and ensuring timely and accurate reporting.
Ship-to Address: Roland Gonzalez
111 EAST LOOP NORTH (exit 29)
HOUSTON, TX 77029
US
Email: regonzalez@POHA.COM
Phone: (713)670-2405
Bill-to Address: Port of Houston Authority
P.O. Box 2562
Houston, TX 77252-2562
US
Email: APPorthouston_Invoice@concursolutions.com
Phone: (713)670-2400
Print Format: Bid Print
File Attachments: TERMS AND CONDITIONS .pdf
SOLICITATION PACKAGE
Form Attachments:
Legal Contract: Contract Required
Item Information
Item # 1:   ( 946  -  00 )   PORT OF HOUSTON AUTHORITY AWARDS [ENTER VENDOR?S NAME] A [ENTER TERM] YEAR CONTRACT FOR THE PURCHASE OF TRUST AND CUSTODY SERVICES WHEN ORDERED BY AN AUTHORIZED REPRESENTATIVE OF THE PORT FOR [ENTER TERMINAL NAME], LOCATED AT [ENTER TERMINAL ADDRESS]. ORDER EFFECTIVE [ENTER START DATE] THROUGH [ENTER END DATE]. THIS ORDER FOR [ENTER LOCATION NAME] SHOULD NOT EXCEED [ENTER $ AMOUNT] FOR THE TERM OF THE CONTRACT.
NIGP Code: 946-00
   FINANCIAL SERVICES
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
Item # 2:   ( 946  -  25 )   SUBSEQUENT NIGP CODE ADDED.
NIGP Code: 946-25
   Banking Services
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
Item # 3:   ( 946  -  49 )   SUBSEQUENT NIGP CODE ADDED.
NIGP Code: 946-49
   Financial Services (Not Otherwise Classified)
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
Item # 4:   ( 946  -  56 )   SUBSEQUENT NIGP CODE ADDED.
NIGP Code: 946-56
   Investment Management Services
Qty Unit Cost UOM Total Discount Amt. Tax Rate Tax Amount Total Cost
1.0   EA - Each        
Manufacturer: Brand: Model:
Make: Packaging:
 
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