Department | Procurement | Awardee | Date Awarded |
|---|---|---|---|
PRIM | Website Design | Marquis Designs | April 5th, 2011 |
| Marquis Design is a woman owned, State Certified Minority Business Enterprise that has consistently demonstrated that by using a unique blend of technical expertise, information architecture, graphic design and strategic branding they are able to successfully design and implement a thoughtful and easy to navigate website. | |||
PRIM | General Legal Services | Deutsch Williams | April 5th, 2011 |
Based upon the RFQ responses and interviews, the Search Committee unanimously agreed that all ten firms met the criteria to be approved to the PRIM Board's "Qualified List of Providers" of law firms for the full range of general legal services that the PRIM Board and staff may require from time to time. | |||
PRIM | Direct Hedge Fund Consultant | CliffWater | April 5th, 2011 |
| The Search Committee recommended Cliffwater due to their expertise in direct hedge fund portfolio construction, hedge fund manager research infrastructure, experience with public plans, experience with hedge fund programs (both direct and hedge fund of funds), performance and risk reporting systems, organizational stability and the ownership structure of the firm. | |||
PRIM | Asset Allocation Consultant | New England Pension Consultants | April 5th, 2011 |
| The Search Committee recommended New England Pension Consultants (NEPC) due to their approach to asset allocation, capabilities related to conducting timely asset/liability studies, and ability to provide a steady flow of research. The stability and general experience of the firm, the asset allocation consulting experience of the firm, the client relations and references, and proposed fees were all viewed as advantageous to PRIM. | |||
MWPAT | Audit Services | KPMG | August 10th, 2011 |
| KPMG has been selected to conduct a financial audit and related services for the fiscal years ending June 30, 2011, 2012, and 2013 in connection with the Massachusetts Water Pollution Abatement Trust. The procurement management team determined that the submission by KPMG constituted the best value for the Treasury based on various criteria, including but not limited to the firm's ability to perform the services requested, experience with government banking entities, professional staff assigned to the project, overall quality of the response, and competitiveness of the Fee Proposal. | |||
PRIM | Risk Management System | MSCI Barra | June 7th, 2011 |
| The Search Committee recommended MSCI Barra due to their industry leading equity model, industry leading hedge fund and real estate models, client service team, and favorable fees. | |||
PRIM | Real Estate Consultant | The Townsend Group | August 5th, 2011 |
| Townsend demonstrated a superior depth of expertise and resources, especially with the quality of their real estate professionals and research tools and capabilities. This was most evident in their expertise with core separate accounts and timberland, which comprises most of PRIM's assets. The selection of Harvest Capital and REFS to provide project real estate consulting services, on an as needed basis, will benefit PRIM in the event a situation arises that is outside the expertise of the general real estate consultant. Both firms have strengths and experience in various aspects of real estate, including portfolio repositioning and restructuring, experience as a general partner and operator, and expertise with accounting and financial reporting. | |||
Unclaimed Property | Publication Print Services | Boston Globe Media | September 2nd, 2011 |
| Boston Globe Media has been selected to provide Print Services for Unclaimed Property's semi-annual Publications. The procurement management team determined that the submission by Boston Globe Media constituted the best value for the Treasury based on various criteria, including but not limited to the firm profile, relevant work experience, organizational resources, past work products, functions of proposed personnel, and competitiveness of the Fee Proposal. | |||
Unclaimed Property | Publication Design Services | Pinkergreen Design | September 2nd, 2011 |
| Pinkergreen Design has been selected to provide Design Services for Unclaimed Property's semi-annual Publications. The procurement management team determined that the submission by Pinkergreen constituted the best value for the Treasury based on various criteria, including but not limited to the firm profile, relevant work experience, key personnel, qualifications, employee resumes, and competitiveness of the Fee Proposal. | |||
MWPAT | Financial Advisory Services | Public Financial Management, Inc. | October 1st, 2011 |
| Award statement pending. | |||
Administration and Finance | General Legal Services | Deutsch Willliams | October 1st, 2011 |
| All law firms have been qualified under this contract to assist the Treasury with various legal issues pertaining to departments of the State Treasury. The procurement management team determined that the submissions constituted the best value for the Treasury based on various criteria, including but not limited to professional experience and the firms knowledge of matters impacting each department's specific qualifications. This prequalified vendor list will allow the Treasury to move timely in securing a mutually agreeable contract as needs arise. | |||
Unclaimed Property | Transition Management Services | State Street | November 1st, 2011 |
| State Street has been selected to provide Transition Management Services for Unclaimed Property's 2007 book of assets. The procurement management team determined that the submission by State Street constituted the best value for the Treasury based on various criteria, including but not limited to financial strength of the firm, disaster recovery practices, availability of core services, experience with government banking entities and competitiveness of the Fee Proposal. | |||
Cash Management | Small Business Banking Partnership | Bank of Cape Cod | On-going |
| All banks have been qualified under this contract to assist the Treasury in promoting small business growth by providing greater access to bank loans. The procurement management team determined that the submissions constituted the best value for the Treasury based on various criteria, including but not limited to stability and general experience of the bank, depth and experience of personnel, bank philosophy and process, proposed interest rates, and demonstrated ability of the banks to secure deposits. | |||
Cash Management | Banking Services | Sovereign Bank | December, 2011 |
| Sovereign Bank was awarded components 1,3 and 4 of the banking procurement (Core Banking, Trial Courts and Advance Accounts). This award was based on the overall response to the RFR, total combined score and the total cost of the contract for the three-year period. Sovereign Bank’s technical proposal indicated a complete banking operation and offered exemplary services. Bank of America was awarded component 2, LockBox Services. This award was based on the overall response to the RFR, total combined score and the total cost of the contract for the three-year period. Bank of America’s technical proposal indicated a complete banking operation and offered exemplary services. | |||
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