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P23001527 INDEPENDENT BOARD INVESTMENT CONSULTANT FOR THE OFFICE OF HAWAII

General Information
Solicitation Number
P23001527version:    01
Status
Closed
Department
Office of Hawaiian Affairs
Division
Office of Hawaiian Affairs
Islands (where the work/delivery is to be performed)
Oahu
Category
Services
Release Date
01/31/2023
Amendment Date
02/10/2023
Amendment Reason
Questions and Answers posted
Offer Due Date & Time
03/03/2023 02:00 PM
Description
Notice is hereby given that pursuant to Chapter 103D, Hawaii Revised Statutes, as
amended, (hereinafter “HRS”), the Office of Hawaiian Affairs (hereinafter “OHA”) will be accepting proposals from qualified firms to perform the services of an independent nondiscretionary investment consultant to assist the OHA Board of Trustees (hereinafter “BOT”) in overseeing the OHA investment management function, developing investment policy, strengthening the BOT’s knowledge, skill, and investment oversight responsibilities, and drafting and reviewing and assessing the execution of BOT-approved investment policy for the Native Hawaiian Trust Fund (“NHTF”).
Contact Person
Stanley, Christopher
Email
chriss@oha.org
Phone
808-594-1833
General Comments
Procurement Officer
Christopher Stanley
Attachments
RFP BOT 2023 014 INDEPENDENT BOARD INVESTMENT CONSULTANT.pdf
Attachments 1 through 8.pdf
Appendix A OHA Native Hawaiian Trust Fund Investment Policy Statement 8 12 2021.pdf
Appendix B NH Trust Fund Spending Policy AS IS.pdf
Appendix C OHA Native Hawaiian Trust Fund December 2022 Preliminary.pdf
RFP BOT 2023_014 Q_A 230210.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: Stanley, Christopher.

P23001527 INDEPENDENT BOARD INVESTMENT CONSULTANT FOR THE OFFICE OF HAWAII

Line Items
#
Title
Quantity
Unit of Measure
Commodity Code
 

1
See RFP
1
JOB
525990, 531190, 531110, 523940, 541611, 523940, 523940, 523940, 523940, 523940, 523940, 523940, 523991, 523991, 531120, 525910, 525910, 525920, 525990, 525990, 525990, 525990, 531130, 525990, 525990 

Code Table
Commodity Code Description
525990 Unit investment trust funds
531190 Equity real estate investment trusts (REITs), primarily leasing real estate (except residential buildings and dwellings, nonresidential buildings, miniwarehouses, and self-storage units)
531110 Equity real estate investment trusts (REITs), primarily leasing residential buildings and dwellings
523940 Financial investment advice services, customized, fees paid by client
541611 Financial management consulting (except investment advice) services
523940 Investment advice consulting services, customized, fees paid by client
523940 Investment advice counseling services, customized, fees paid by client
523940 Investment advisory services, customized, fees paid by client
523940 Investment management
523940 Managing investment funds
523940 Managing personal investment trusts
523940 Personal investments trusts, managing
523991 Personal investments trust administration
523991 Trust administration, personal investment
531120 Equity real estate investment trusts (REITs), primarily leasing nonresidential buildings (except miniwarehouses)
525910 Investment funds, open-ended
525910 Management investment offices, open-ended
525920 Personal investment trusts
525990 Closed-end investment funds
525990 Investment funds, closed-end
525990 Mortgage real estate investment trusts (REITs)
525990 Pooled investment vehicle (PIV) funds, closed-end
531130 Equity real estate investment trusts (REITs), primarily leasing miniwarehouses and self-storage units
525990 Real estate mortgage investment conduits (REMICs)
525990 REMICs (real estate mortgage investment conduits)
General
Quantity
1
Unit of Measure
JOB
Title
See RFP
Description
See RFP
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: Stanley, Christopher.

P23001527 INDEPENDENT BOARD INVESTMENT CONSULTANT FOR THE OFFICE OF HAWAII

Instructions
  • 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.
  • RESPONSE TO THIS SOLICITATION: Only responses submitted through HIePRO shall be considered for award.
  • QUESTIONS ABOUT THIS SOLICITATION: Unless otherwise indicated, questions regarding this solicitation must be directed to the Buyer listed.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.