| SCP Solicitation Details |
| State Contracting Portal Solicitation Details |
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| Organization |
Treasurer, Office of State |
| Project/Solicitation # |
260037 |
| Solicitation Type |
Request for Proposal |
| Due Date |
03/09/2020 |
| Includes SBE/MBE Requirements |
NO |
| Qualified Partnership |
NO |
| Summary |
The Office of the State Treasurer is requesting proposals for Qualified Tuition Savings |
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| Contact Name |
Laurie Martin |
| E-Mail |
CHET.RFP@ct.gov; |
| Phone |
(860) 702-3000 |
| FAX |
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| WebSite |
https://portal.ct.gov/ott |
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| Additional Description |
The State of Connecticut, acting through it's Treasurer (hereinafter the "State" or the "Treasurer")request proposals from qualified firms (the "Respondent")interested in serving in serving as program manager ("Plan Manager")for the Connecticut Higher Education Trust("CHET"or the "Program"). The Program consists of a direct-sold plan (the "Direct Plan"), which is offered directly to the public and an advisor-sold plan (the "Advisor Plan"), which is offered through financial investment professionals. Respondents may submit proposals for program management services for(1)the Direct Plan,(2)the Advisor Plan or(3)both the Direct and Advisor Plans. All responses must be submitted by March 9,2020, to the Attention of Laurie Martin, Chief Investment Officer via email at CHET.RFP@ct.gov; and via USB Thumb Drive to the following address:
Treasurer, State of Connecticut
Office of The Treasurer
Hartford, CT 06106
Attention: Laurie Martin, Chief Investment Officer |
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