SOLICITATION NOTICE
D -- Trust Funds Accounting System
- Notice Date
- 11/5/2002
- Notice Type
- Solicitation Notice
- Contracting Office
- Department of the Interior, Office of the Special Trustee, Trust Acquisition Support Services, 505 Marquette, Suite 1402, Albuquerque, NM 87102
- ZIP Code
- 87102
- Solicitation Number
- OST-RP03001
- Archive Date
- 2/12/2003
- Point of Contact
- George Anna Mallory (505) 816-1290, Keith Kennedy (505) 816-1294
- Small Business Set-Aside
- N/A
- Description
- The Office of the Special Trustee for American Indians (OST) is issuing a request for proposals to implement and maintain the trust funds accounting system and associated interfaces, including the management of a trouble call desk. The contractor will implement automated data services for a trust funds accounting system including investment portfolio data management, cash management, and trust accounting services. Approximately 1100 employees will need to access the system. The trust relationship that exists between the government and the trust beneficiary requires OST to use a trust accounting system. Similar systems are used in the private sector by the trust departmenst of banks. These systems should not be confused with a traditional general ledger accounting system. This solicitation is for a proven, commercial off the shelf, trust fiduciary system that will be operated and maintained in a service bureau environment by the contractor. Currently, the accounts and financial assets are maintained and managed using SEI Investment's Trust 3000 system and related products. The system currently has over 250,000 open accounts and over 50,000 closed accounts. There have been over 290,000 open accounts on the system in the past and in order to ensure no degradation in processing and system response capabilities all contractors who respond to this request must currently have a single client who is managing approximately 250,000 open accounts. This will be a multiyear contract for 5 years. OST will consider proposals from all responsible sources. Requests for solicitation packages must indicated the solicitation number and subject. Requests may be made by mail or facsimile at (505) 816-1288. No telephone requests will be accepted.
- Place of Performance
- Address: Albuquerque, Bernalillo County, NM
- Zip Code: 87102
- Country: USA
- Zip Code: 87102
- Record
- SN00200276-W 20021107/021105213552 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)
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