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Q22002807 Executive Search Firm Services for Recruitment of ERS CIO

General Information
Solicitation Number
Q22002807version:    01
Status
Awarded
Department
Budget & Finance
Division
Employees Retirement System
Islands (where the work/delivery is to be performed)
Oahu
Category
Services
Release Date
06/27/2022
Amendment Date
07/18/2022
Amendment Reason
EXTEND RFQ DUE DATE FROM 7/18 TO 7/22 @ 1600 HRS HST, UPDATED DATES IN SPECIFICATION. NO OTHER MATERIAL CHANGES WERE DONE WITHIN THE SPECIFICATION, (sjm)
Offer Due Date & Time
07/22/2022 04:00 PM
Description
The Board of Trustees of the Employees’ Retirement System of the State of Hawaii (“ERS Board”) is searching for an experienced executive to become the Chief
Investment Officer (CIO) for the Employees’ Retirement System of the State of Hawaii (“ERS” or “System”). This Request for Quotation (“RFQ”) is to obtain the services of an
executive search firm to assist the ERS Board of Trustees in its search for a CIO. Work to be performed in support of ERS offices located at City Financial Tower, 201 Merchant Street Suite 1400, Honolulu, HI 96813.
Contact Person
MELENDREZ, PMO, STEVEN J.
Email
steven.melendrez@hawaii.gov
Phone
808-693-6301
General Comments
The Board of Trustees of the Employees’ Retirement System of the State of Hawaii (“ERS Board”) is searching for an experienced executive to become the Chief
Investment Officer (CIO) for the Employees’ Retirement System of the State of Hawaii (“ERS” or “System”). This Request for Quotation (“RFQ”) is to obtain the services of an
executive search firm to assist the ERS Board of Trustees in its search for a CIO. Work to be performed in support of ERS offices located at City Financial Tower, 201 Merchant Street Suite 1400, Honolulu, HI 96813.
Procurement Officer
Thomas Williams, Executive Director
Attachments
ERS Confidentiality_Agreement.pdf
SPECIFICATIONS R_1 CIO EXEC SEARCH fin.pdf
103D-1 General Conditions.pdf

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Direct all questions regarding this Solicitation, and any questions or Issues relating to the accessibility of this Solicitation (Including the appendices and exhibits to this Document, and any other document related to this Solicitation), to: MELENDREZ, PMO, STEVEN J..

Q22002807 Executive Search Firm Services for Recruitment of ERS CIO

Line Items
#
Title
Quantity
Unit of Measure
Commodity Code
 

1
Executive Search Firm Services for Recruitment of ERS CIO
1
JOB
523940, 523940, 525990, 523150, 525990, 525910, 525990, 541611, 525990, 531130, 523940 

Code Table
Commodity Code Description
523940 Investment management
523940 Managing investment funds
525990 Unit investment trust funds
523150 Banking, investment
525990 Closed-end investment funds
525910 Management investment offices, open-ended
525990 Investment funds, closed-end
541611 Financial management consulting (except investment advice) services
525990 Pooled investment vehicle (PIV) funds, closed-end
531130 Equity real estate investment trusts (REITs), primarily leasing miniwarehouses and self-storage units
523940 Investment advisory services, customized, fees paid by client
General
Quantity
1
Unit of Measure
JOB
Title
Executive Search Firm Services for Recruitment of ERS CIO
Description
Executive search to retain services of locating and providing a career Chief Investment Officer for ERS offices at Honolulu Hawiai
Attachments

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Direct all questions regarding this Solicitation, and any questions or Issues relating to the accessibility of this Solicitation (Including the appendices and exhibits to this Document, and any other document related to this Solicitation), to: MELENDREZ, PMO, STEVEN J..

Q22002807 Executive Search Firm Services for Recruitment of ERS CIO

Instructions
  • VENDOR COMPLIANCE – PAPER DOCUMENTS : Vendors not utilizing HCE shall provide paper certificates that must be valid at the time of award. All applications for applicable clearances are the responsibility of the vendor, who must be compliant pursuant to HRS§103D-310(c) with the chapters 1) Chapter 237, General Excise Tax Laws; 2) Chapter 382, Hawaii Employment Security Law; 3)Chapter 386, Worker’s Compensation Law; 4) Chapter 392, Temporary Disability Insurance; 5)Chapter 393, Prepaid Health Care Act; and 6) §103D-310(c), Certificate of Good Standing (COGS) for entities doing business in the State. Upon receipt of compliance paper documents (A-6, LIR#27, COGS), the purchasing agency reserves the right to verify their validity with the respective issuing agency.
  • VENDOR NON-COMPLIANCE : NON-COMPLIANCE may result in a vendor not receiving an award, delay of payment, or cancellation of award. If the vendor does not maintain timely compliance, which is the vendor’s responsibility, an offer otherwise deemed responsive and responsible may not be awarded. State agencies may check for compliance at any time.
  • HAWAII GENERAL EXCISE TAX (GET): Unless otherwise stated in this solicitation, vendors shall include all applicable taxes in the price submitted. The Hawaii General Excise Tax (GET) shall not exceed 4.712% for the islands of Oahu, Kauai and Hawaii, and 4.1666% for the island of Maui.
  • ADDITIONAL FEES AND CHARGES: Vendors shall include all applicable fees, charges, surcharges, shipping/handling, delivery, or any other charges associated with this solicitation in the price submitted.
  • COMPLIANCE AND DOCUMENTATION: Vendors are required to be compliant with all appropriate state and federal statutes. Proof of compliance is required through HCE or via paper documentation.
  • VENDOR REGISTRATION IN HAWAII COMPLIANCE EXPRESS (HCE) : Vendors can register at https://vendors.ehawaii.gov/hce via an annual subscription fee and should subscribe prior to responding to a solicitation. For more information visit the HCE Section of the FAQs at http://spo.hawaii.gov/faqs/#tabs-4.
  • QUESTIONS ABOUT THIS SOLICITATION: Unless otherwise indicated, questions regarding this solicitation must be directed to the Buyer listed.
  • RESPONSE TO THIS SOLICITATION: Only responses submitted through HIePRO shall be considered for award.
  • TRANSACTION FEES: The awarded vendor shall pay a transaction fee of 0.75% (.0075) of the award, not to exceed $5,000 for each award. This transaction fee shall be based on the original award amount and the awarded vendor shall be responsible for payment of the fee to NIC Hawaii, the vendor administering the HIePRO. Payment must be made to NIC Hawaii within thirty (30) days of receipt of invoice. The invoice is generated based on the date the award is posted.
  • OFFER DEEMED FIRM/AUTHORITY TO SUBMIT OFFER: Submission of an electronic response to the State of Hawaii constitutes and shall be deemed an offer to sell the specified goods and/or services to the State of Hawaii at the price shown in the response and under the State's Terms and Conditions. The electronic response submitter certifies that he/she is authorized to sign the response for the submitting vendor and that the response is made without connection with any person, firm, or corporation making a response for the same goods and/or services and is in all respects fair and without collusion or fraud.