Reference Number: 22041412
Request ID:
Date First Offered12/21/2017
Title:Trustee and Custodian Services (Indenture Related)

Agency Reference Number:2017-HDA-FI-010
Agency:HDA - Housing Development Authority
Purchasing Agency:HDA - Housing Development Authority
Purchasing Agency SPO:Nanzi Cantero

Status: Closed


Description and Specifications:
The Illinois Housing Development Authority is giving its intent to award a contract to ZB, National Association for Trustee and Custodian Services (Indenture Related).

The resulting contract will have an initial term of ten (10) years.

This award remains subject to the review and formal approval of the Illinois Housing Development Authority's Board in all respects. In the event the Authority's Board does not approve the award pursuant to a duly adopted Board Resolution, the Authority will cancel this award.

Key Information

Notice Type:Contract Award Notice

Notice Expiration Date:06/19/2018

Professional & Artistic:No
Small Business Set-Aside:No

Does this solicitation contain a BEP or DBE requirement?:No

Does this solicitation contain a Veteran requirement?:No

Relevant Category:General Services

Total Amount of Award:$1,500,000.00 (Total Dollar Value Only/Includes Any Renewal Options)
Estimated/Actual Value Description:
Length of Initial Term:120
Contract Begin Date:07/01/2018
Contract End Date:06/30/2028
Renewal Terms:0


Number of Responding Bidders:4
Number of Unsuccessful Bidders:3
Total Number Awarded:1

Listing of All Bidders/Offerors Considered But Not Selected:
The Bank of New York Mellon Trust Company, National Association
US Bank N.A.
Wells Fargo Bank, N.A.
Source Selection:RFP

Vendor(s) Selected for Award
Vendor NameAmount of Award BEP Goal % DBE Goal %
ZB, National Association$1,500,000.000%0%

Notice Contact
Name: Amanda Carone
Street Address:Illinois Housing Development Authority
111 E. Wacker Drive, Suite 1000
Zip Code:60601
Phone: 312.836.5214
Fax Number:000.000.0000

Class Code

Class Codes:


NIGP Commodity/Service Code:946 00 FINANCIAL SERVICES - All


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