LEGAL-3755 - USA (Boston, Massachusetts) - Operational Due Diligence Services - Deadline July 19,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: LEGAL-3755

Government Authority located in Boston, Massachusetts; USA based organization looking for expert vendor for operational due diligence services.

[A] Budget: Looking for proposal

[B] Scope of Service:

(1) Vendor needs to provide operational due diligence services to the government authority located in Boston, MA.
• Up to 25+ on-site Operational Due Diligence reviews at investment management firms annually.
• Monitoring of all of PRIM’s investment management firms (Exhibit A) including but not limited to administration and review of:
o Annual Operational Due Diligence Questionnaires on PRIM’s investment managers
o Form ADVs on PRIM’s investment managers
o Daily news and media monitoring on PRIM’s investment managers.
• Annual Background checks on all investment management firm’s principals and key investment management personnel.
• Annual Operational Due Diligence comprehensive written report customized for PRIM based on the above monitoring.
(2) All questions must be submitted no later than July 5, 2019.
(3) Contract period will be for one year.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Not Applicable

Expiry Date : Friday, 19 July, 2019

Question Answer Deadline : Friday, 5 July, 2019

Category : Legal Services

Country : USA

State : Massachusetts

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