Click Here for free registration
SOQ 21-010 SERVE AS INVESTMENT MANAGER FOR JP HOSPITAL DISTRICT NO. 2
Louisiana > Jefferson Parish Government
SOQ: 62616440

IMPORTANT ANNOUNCEMENTS

Bid Law Requirement Update: Act 406
Vendors will be required to submit certain documentation with SOQ submission, i.e. affidavits, proof of insurance, etc. These requirements will be outlined specifically in the instructions of each SOQ package. Vendors should continue to carefully read and respond accordingly per the requirements of the SOQ packages. These changes are pursuant Louisiana Public Bid Law more specifically, Act 406 of the 2016 Louisiana Legislative Regular Session. For the purposes of this communication, this change applies to Jefferson Parish Government bid solicitations only. For more information, please call Jefferson Parish Purchasing at 504-364-2678.

Electronic Bond Submission May Be Required
If the SOQ documents require a surety, vendors submitting responses to Jefferson Parish through this site must submit an electronic bond through the respective online clearinghouse bond management system(s). You may click the link below to use: https://www.centralauctionhouse.com/central-bidding/bid-bonds

SOQ Submittal Formats:

While this site accepts various file types, sizes and quantities, the preferred method for delivering all of the appropriate and required SOQ documents is one single scanned PDF file. Vendors submitting a SOQ with multiple uploaded images/photos of bid responses are solely responsible for clarity. If uploaded images/documents are not legible, the vendors submission will be rejected. Please note all requirements in this SUBMITTAL package for electronic SOQ submission.

NOTICE:

TO RESPOND TO THIS SOLICITATION, PLEASE PRINT THE ENTIRE SOQ FORM INCLUDING THE INSTRUCTIONS. COMPLETE THE SOQ FORM AND ATTACH ANY SPECIFICATIONS OR ADDITIONAL REQUIRED DOCUMENTS. SCAN THE ENTIRE SOQ RESPONSE AND UPLOAD TO THE ONLINE BIDDING SITE. ENSURE THAT YOU HAVE REVIEWED ALL INSTRUCTIONS THAT APPLY TO THIS SOQ, AS THE REQUIREMENTS FOR BOND SUBMISSIONS HAVE CHANGED.

Listing Information/Advertisement
PUBLIC NOTICE
SOQ 21-010
 
The Parish of Jefferson is hereby soliciting the submittal of Statement of Qualifications from individuals or firms interested in serving as Investment Manager for Jefferson Parish Hospital Service District No. 2 by actively trading the portfolio within the District’s Investment Policy guidelines and Louisiana state law.
 
These funds consist of one account with a market value of approximately $52,000,000 and the allocation of these funds will consist of approximately 12 Treasury and Agency Securities, and 10 Municipal and/or Corporate bonds (both taxable and tax exempt). The Investment Manager will be responsible for compliance with state law and internal investment guidelines and, if applicable, various bond indenture covenants of the District.
 
(Res. No. 137473)                                                               (Deadline Date: June 2, 2021 at 3:30 PM)
  
The following criteria shall be used to evaluate each individual or firm submitting a Statement of Qualifications:
 
1)   Experience in and understanding of investment management. (Maximum points awarded shall be 25 points).
2)   Professional training and experience of the individuals or firms assigned to the project, generally and in relation to the subject matter expertise required for the project. (Maximum points awarded shall be 25 points).   
3)   Past and current accomplishments, for which references from clients or former clients and information gathered by inspection of current or recent projects may be considered. (Maximum points awarded shall be 10 points).   
4)   Past performance by individual or firm on public sector projects. (Maximum points awarded shall be 10 points).   
5)   Past performance by individual or firms on similar-sized private sector projects. (Maximum points awarded shall be 10 points).
6)  A suggested fee schedule relative to the services to be used for negotiation purposes. (Maximum points awarded shall be 10 points).
7) Verification that individual or firm is a Securities and Exchange Commission (SEC) Registered Investment Advisor. (Maximum points awarded shall be 5 points).
8)   Errors & omissions insurance in effect at the time of submission and adequate financial resources to fund potential obligations resulting from malfeasance, inappropriate conduct, and negligence. (Maximum points awarded shall be 5 points).
 
 
All individuals or firms must submit a Statement of Qualifications (Jefferson Parish Professional Services Questionnaire). Please obtain the latest Jefferson Parish Professional Services Questionnaire, by calling the Purchasing Department at (504) 364-2678 or (504) 364-2682.
 
Submissions are to be submitted on the eProcurement site at www.jeffparishbids.net.
 
These submissions will only be accepted electronically via the Parish’s e-Procurement system, Central Bidding.  Central Bidding can be accessed by visiting either www.centralauctionhouse.com or www.jeffparishbids.net. All vendors will be required to register with Central Bidding. Jefferson Parish vendors are able to register for free by accessing the following link: www.centralauction.house.com/registration.
 
No submittals will be accepted after the deadline.
 
Affidavits are not required to be submitted with the Statement of Qualifications (Jefferson Parish Professional Services Questionnaire) but shall be submitted prior to contract approval.
 
Disputes/protests relating to the decisions by the evaluation committee or by the Jefferson Parish Council shall be brought before the 24th Judicial District Court.
 
For additional information, please visit the Purchasing Webpage at
http://purchasing.jeffparish.net or you may call 504-364-2682.
 
ADV: The New Orleans Advocate: April 28, 2021

Additional Notes/Requirements
PLEASE RESPOND TO THIS STATEMENT OF QUALIFICATIONS (SOQ) PER THE INSTRUCTIONS ON THE PUBLIC NOTICE AND OTHER ATTACHEMENTS. RESPONSES WILL ONLY BE ACCEPTED ELECTRONICALLY THROUGH THIS SITE.
SUBMITTAL INFORMATION
Creator Username: SDUFFY
Submittal Privacy: Response Encryption
Started: 28-Apr-2021 12:00:00 AM
Ends: 02-Jun-2021 03:30:00 PM ( Expired )
History: 607 Views, 0 Messages
Event Status: Expired since 02-Jun-2021 03:30:00 PM
Actions: Sign-In to Bid
Username:

Password:
Visitors: Visitors/Central Bidding Plan Holders
PUBLIC MESSAGE BOARD
Discuss questions with the owner/creator of this Listing.
UPDATE/ADDENDUM HISTORY
All updates/changes are listed below::
28-Apr-2021 10:57:37 AM
CORRECTED THE ATTACHED QUESTIONNAIRE - NOT AN ADDENDUM
 
BID HISTORY
Username Bid Amount Type Company name Bid Amount Bid Placed
NANCYBANKER
For entire project CS.. McKee =SEALED= 28-May-2021 11:32:14 AM
 
Delivery: 0 Days
pfmasset
For entire project PFM Asset Management LLC =SEALED= 01-Jun-2021 01:37:08 PM
 
To: Procurement Department
Jefferson Parish
200 Derbigny Street - Suite 4400
Gretna, LA 70053
RE: SOQ 21-010 for Investment Manager

From: PFM Asset Management LLC
300 South Orange Ave, Suite 1170
Orlando, FL 32801
Delivery: 0 Days
orleanscap
For entire project Orleans Capital Management =SEALED= 01-Jun-2021 01:49:25 PM
 
Response from Orleans Capital Management for:

Public Notice SOQ 21-010
Investment Manager for Jefferson Parish Hospital Service District No. 2
Delivery: 0 Days
Sisung
For entire project Sisung Investment Management Services, LLC =SEALED= 01-Jun-2021 04:07:45 PM
 
Ms. Duffy:
 
Sisung Investment Management Services, LLC is pleased to submit this Statement of Qualifications to serve as Investment Manager for Jefferson Parish Hospital Service District No.2 per Resolution No. 137473.  
 
I have attached a copy of our Statement of Qualification which also contains the  Professional Services Questionnaire.  
 
Thank you for your consideration.
 
Sincerely,
 
 
Michael Weinstein                
Delivery: 0 Days
Harpswell
For entire project Harpswell Capital Advisors, LLC =SEALED= 02-Jun-2021 09:46:58 AM
 
Enclosed please find Harpswell Capital Advisors' bid to serve as Investment Manager for Jefferson Parish Hospital District No. 2. Thank you for considering a parntership with our firm. Please let us know if there is additional information we can provide. 

Thank you,

Jack Moore
Managing Partner
Delivery: 0 Days
chandler
For entire project Chandler Asset Management, Inc. =SEALED= 02-Jun-2021 10:24:31 AM
 
Delivery: 0 Days
GarciaHamilton
For entire project Garcia Hamilton & Associates =SEALED= 02-Jun-2021 02:59:57 PM
 
SOQ 21-010 INVESTMENT MANAGER FOR JEFFERSON PARISH HOSPITAL DISTRICT NO. 2
SOQ: 62616440

June 2, 2021
 
 
 
Jefferson Parish Hospital Service District No. 2
4200 Houma Blvd.
Metairie, Louisiana 70006

Dear Jefferson Parish Hospital Service District No. 2,

Garcia Hamilton & Associates, L.P. (GH&A) truly appreciates the opportunity to present our fixed income investment management services for this search.
 
Please find attached our submission, including Statement of Qualifications and all required attachments.
 
We appreciate your consideration of our firm and look forward to the opportunity to participate in the next stage of the search process.
 
Sincerely,
 
Ruby Muñoz Dang
Partner
Director of Marketing and Client Services
1401 McKinney, Suite 1600 | Houston, TX 77010
P: 713-853-2359  F: 713-853-2300
ruby@GarciaHamiltonAssociates.com
Email | Map | GarciaHamilton&Associates.com
 
Delivery: 0 Days
TCGGROUP
For entire project TCG Group Holdings =SEALED= 02-Jun-2021 03:05:15 PM
 
Please find attached the proposal for the SOQ 21-010 - Serve as Investment Manager for JP Hospital District No. 2.
We are willing to complete required forms, registrations and insurance requirements should we be selected to serve the Parish.
Delivery: 0 Days
Bids Added by Agency/Owner
Username Bid Amount Type Company name Bid Amount Bid Placed