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Florida Department of Financial Services: F.A.C.T.S

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Contract Information

 

Summary

Agency Name: DEPARTMENT OF FINANCIAL SERVICES

Agency Contract ID: TR176

Long Title: Treasury Investment Pool Investment Consulting

Vendor Name: HEWITT ENNISKNUPP INC LLC

Total Contract Amount: $0.00

Total Budgetary Amount: $0.00

Total Payment To Date: NA

Date of Execution: 09/23/2013

General Description: Provides independent investment consulting services for the Treasury Investment Pool. Services include quarterly investment perfornace reports, review of investment guidelines, access to investment manager information, provide consultation and research information and review the pools asset allocation.

Main Information

Agency Contract ID: TR176

FLAIR Contract ID: D0798

Short Title: Inv Cnslt

Long Title: Treasury Investment Pool Investment Consulting

Contract Type: Standard Two Party Agreement by Statute

Contract Status: Closed or Expired

Date of Execution: 09/23/2013

Date of Beginning: 09/23/2013

Original End Date: 09/22/2014

New Ending Date: 09/22/2017

Agency Service Area: TR

Statutory Authority: 17.57

Contract Involves State or Federal Financial Assistance: No

Recipient Type:

Provide for Administrative Cost: No

Provide for Periodic Increase: No

Procurement Information

Authorized Advanced Payment: No

Method of Procurement: DFS Exemption, Investment Related Services [Section 17.57(2). F.S.]

State Term Contract ID:

Contract’s Exemption Justification: Investment services exempt due to Section 17.57, Florida Statutes

Agency Reference Number:

Business Case Study Done: No

Legal Challenges to Procurement: No

Outsourcing / Capital Improvements

Was the Contracted Function Previously Performed by the State: No

Was the Contracted Function Considered for Insourcing back to the State: No

Did the Vendor Make Capital Improvements on State Property: No

Budget Information

Original Contract Amount: $0.00

Total Contract Amount: $0.00

Total Recurring Budgetary Amount: $0.00

Total Non-Recurring Budgetary Amount: $0.00

Total Budgetary Amount: $0.00

Total Unfunded Amount: $0.00

As of Date: 9/25/2013

No Recurring Budgetary records found for this contract.

Non-Recurring Budgetary Amount Account Code Fiscal Year Effective Date FY Cost Accumulator Agency Amendment Reference
$0.00 09/25/2013 2013-2014

Contract Change

Change Type Amendment Amount Agency Amendment Reference Change Description Amendment Effective Date Amendment Execution Date New Ending Date
Amendment $0.00 R2 Second Renewal 01/01/2016 12/21/2015 09/22/2017
Renewal $0.00 R1 First Renewal - independent investment consulting services 09/05/2014 09/05/2014 12/31/2015

Vendor

Name Line 1Name Line 2City State ZipMinority Vendor Designation
HEWITT ENNISKNUPP INC LLC CHICAGO IL 606063709 Non-Minority

CFDA

No CFDA Codes found for the contract.

CSFA

No CSFA Codes found for the contract.
More Deliverable Number      Commodity/Service Type Major Deliverable Method of Payment
     
BONDS & INVESTMENT CONSULTING SERVICES Asset Allocation Recommendation Revenue Generating
     
BONDS & INVESTMENT CONSULTING SERVICES Financial Research Reports Revenue Generating
     
BONDS & INVESTMENT CONSULTING SERVICES Financial Consultation Revenue Generating
     
BONDS & INVESTMENT CONSULTING SERVICES Participate in the Semi-annual Performance Reviews with External Investment Managers Revenue Generating
     
BONDS & INVESTMENT CONSULTING SERVICES Procide Access to Investment Manager Research Revenue Generating
     
BONDS & INVESTMENT CONSULTING SERVICES Review of investment program Investment Guidelines and Procedures Revenue Generating
     
BONDS & INVESTMENT CONSULTING SERVICES Quarterly Investment Performance Reports Revenue Generating
 Displaying 1 to 7 of 7    


Payments are also referred to as expenditures (creating or incurring a legal obligation to disburse money) or disbursements (the payment of expenditures). Payments include disbursements and accounting adjustments made on a contract. Payments are always positive amounts while accounting adjustments may be positive or negative depending on the type of adjustment.
  

If a payment or adjustment to a contract was made before July 1, 2012, the information may not be posted in this system.

Contract Documents


Click on the pdf icon or Agency Document Link to view the document
Document Type Document Reference # Executed Date Document Add Date Agency Document Link View
Original Contract Original Contract - D0798 09/23/2013 3/17/2014 2:40:27 PM
Renewal R1 09/05/2014 9/22/2014 12:22:00 PM
Amendment R2 12/21/2015 2/18/2016 2:47:14 PM


Audit results posted prior to June 30, 2012, appear in a summarized form. As of July 1, 2012, the audit reporting process was expanded to include additional questions and comments from the Bureau of Auditing. As audits are captured in electronic format, they will be posted to this system. If you are interested in seeing audit reports by Fiscal Year and Agency Action Plans, please click here to navigate to the Transparency Florida Contract Audit page.

  • No audits have been conducted on this contract at this time.
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