Master Blanket Purchase Order AAGO13-048360
Header Information
Purchase Order Number:
AAGO13-048360
Release Number:
0
Short Description:
Mortgage Settlement Fund Loan Program Lender and Administrator
Status:
3PS - Sent
Purchaser:
Jerry Connolly
Receipt Method:
Quantity
Fiscal Year:
2013
PO Type:
Blanket
Minor Status:
Organization:
Office of the Arizona Attorney General
Department:
PAD - Civil Litigation
Location:
CPA - Consumer Protection & Advocacy
Type Code:
Alternate ID:
Entered Date:
05/21/2013 09:35:11 AM
Control Code:
Days ARO:
0
Retainage %:
0.00%
Discount %:
0.00%
Print Dest Detail:
If Different
Catalog ID:
Release Type:
Direct Release
Pcard Enabled:
No
Contact Instructions:
Tax Rate:
Actual Cost:
$3,288,358.00
Master Blanket/Contract End Date (Maximum):
Project No.:
AG13-0053
Special Purchase Types:
PIJ NUMBER:
Commodity Reference Id:
PO External Doc Type:
Agency Attachments:
AAGO13-00002819 MSF Loan Program Lender RFP.pdf
AAGO13-00002819 Attachment I Response to RFP.docx
Extension Amendment 4 Executed.pdf
Trellis Name Change Signed.pdf
AAGO13-00002819 Executed Extension Amendment 2.pdf
AAGO13-00002819 Extension Amendment 1.pdf
Vendor Attachments:
Agency Attachment Forms:
Vendor Attachment Forms:
Primary Vendor Information & PO Terms
Vendor:
000011870 - TRELLIS
Krista Schwartz
1405 E. McDowell Road
Suite 100
Phoenix, AZ 85006
US
Email: ckauffman@nhsphoenix.org
Phone: (602)258-1659
FAX: (602)258-1666
Alt. Reference: Z0001
Payment Terms:
Net 30
Shipping Method:
Shipping Terms:
Freight Terms:
PO Acknowledgements:
Document
Notifications
Acknowledged Date/Time
Purchase Order
Emailed to ckauffman@nhsphoenix.org at 05/21/2013 09:45:49 AM
05/21/2013 09:51:45 AM
Change Order 1
Emailed to ckauffman@nhsphoenix.org at 07/09/2013 02:27:04 PM
Change Order 2
Emailed to ckauffman@nhsphoenix.org at 07/18/2013 04:56:06 PM
Change Order 3
Emailed to ckauffman@nhsphoenix.org at 08/22/2013 04:57:27 PM
Master Blanket/Contract Vendor Distributor List
Vendor ID
Alternative ID
Vendor Name
Preferred Delivery Method
Vendor Distributor Status
000011870
PZ000011870
TRELLIS
Email
Active
Master Blanket/Contract Controls
Master Blanket/Contract Begin Date:
05/21/2013
Master Blanket/Contract End Date:
06/30/2017
Cooperative Purchasing Allowed:
No
Organization
Department
Dollar Limit
Dollars Spent to Date
Minimum Order Amount
AAGO - Office of the Arizona Attorney General
PAD - Civil Litigation
$0.00
$15,223,626.80
$0.00
Item Information
1-5 of 14
1
2
3
Print Sequence # 1.0, Item # 1:
Offerors should provide the cost information requested in the Items Section. Lines marked "Optional" may be "No Bid" Offeror is expected to download Attachment 1 complete all requested information, sign the form, convert to pdf and attach in ProcureAZ as your Offer. A Pre-Bid Conference will be held, specifics are oprovided in the RFP attached.
3PS - Sent
Bid # / Bid Item #:
AAGO13-00002819
/ 13
Receipt Method
Qty
Unit Cost
UOM
Discount %
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
This item is narrative
Print Sequence # 2.0, Item # 2:
Administrative Expenses This shall include a total figure that includes salary, ERE, travel, direct expenses such as office space and any indirect costs to administer the loan program as described in this RFP In Year 1
3PS - Sent
NIGP Code:
946-60
Loan Administration
Bid # / Bid Item #:
AAGO13-00002819
/ 1
Quote # / Quote Item #:
000019850-R1
/ 1
Receipt Method
Qty
Unit Cost
UOM
Discount %
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
Quantity
12.0
$57,739.00
MO - Month
0.00
$0.00
$0.00
$692,868.00
Manufacturer:
Brand:
Model:
Make:
Packaging:
Property Number:
Print Sequence # 3.0, Item # 3:
Cost Per Closed Loan. This should include all fees and expenses necessary to conclude transaction. Year 1
3PS - Sent
NIGP Code:
946-60
Loan Administration
Bid # / Bid Item #:
AAGO13-00002819
/ 2
Quote # / Quote Item #:
000019850-R1
/ 2
Receipt Method
Qty
Unit Cost
UOM
Discount %
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
Quantity
1.0
$519.00
EA - Each
0.00
$0.00
$0.00
$519.00
Manufacturer:
Brand:
Model:
Make:
Packaging:
Property Number:
Print Sequence # 4.0, Item # 4:
Cost for providing loan servicing (Optional) Year 1
3PS - Sent
NIGP Code:
946-60
Loan Administration
Bid # / Bid Item #:
AAGO13-00002819
/ 3
Quote # / Quote Item #:
000019850-R1
/ 3
Receipt Method
Qty
Unit Cost
UOM
Discount %
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
Quantity
1.0
$490.00
EA - Each
0.00
$0.00
$0.00
$490.00
Manufacturer:
Brand:
Model:
Make:
Packaging:
Property Number:
Print Sequence # 6.0, Item # 5:
Administrative Expenses This shall include a total figure that includes salary, ERE, travel, direct expenses such as office space and any indirect costs to administer the loan program as described in this RFP In Year 2
3PS - Sent
NIGP Code:
946-60
Loan Administration
Bid # / Bid Item #:
AAGO13-00002819
/ 5
Quote # / Quote Item #:
000019850-R1
/ 5
Receipt Method
Qty
Unit Cost
UOM
Discount %
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
Quantity
12.0
$59,848.00
MO - Month
0.00
$0.00
$0.00
$718,176.00
Manufacturer:
Brand:
Model:
Make:
Packaging:
Property Number:
1-5 of 14
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