Basic Information

Reference Number

0000172068

Issuing Organization

Brock University

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RM20-07

Title

Brock University Pension Plan Custodian

Source ID

PU.AC.ON.224641.C97883

Agreement Types

Canada-European Union Comprehensive Economic and Trade Agreement(CETA)

Canadian Free Trade Agreement (CFTA)

Details

Location

Canada, Ontario, Hamilton-Niagara Peninsula

Purchase Type

Duration: 5 years
Option: 2 x 3 years

Description

Brock University invites prospective proponents to submit proposals for Custodian services to provide global custody, trust, pension/ benefit payments and associated services specified in the RFP particulars

Dates

Publication

2020/03/06 10:06:11 AM EST

Question Acceptance Deadline

2020/03/23 04:00:00 PM EDT

Questions are submitted online

Closing Date

2020/04/10 11:00:00 AM EDT

Contact Information

Rose Mazza

905-688-5550 ext. 6697

rmazza2@brocku.ca

Ryan Kandah

312.381.1681

Ryan.Kandah@aon.com

Erik Sickler

312.381.3132

Erik.Sickler@aon.com

Buyer Preferences, Guidelines & Requirements

General Requirements

- Certification/Training

- Employee Background Checks Required

- Insurance Required

- License Required

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Envelope 1 - Identity & Proposal

Pricing

No pricing in this envelope

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	Yes	No
No entries

Additional Bidding Instructions

Envelope/File No. 1 – Administrative and Technical Submission
The proponent should submit the following information in Envelope #1:

Appendix B - Submission Form
Bid Submission Requirements as requested in Appendix D – RFP Particulars.

Proponents should not include any cost information in the body of the administrative and technical proposal. Do not include the Appendix C – Pricing Form(s), or any price information in this portion of your proposal.

Envelope 2 - Pricing

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	Yes	No
No entries

Additional Bidding Instructions

Envelope/File No. 2 – Price Submission Appendix C
The proponent should submit in a second envelope, one (1) original of the completed Appendix C – Rate Bid Form(s) along with any additional price breakdown information that you wish to provide.

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