T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP
| Agency: |
State of New Jersey |
| State: |
New Jersey |
| Type of Government: |
State & Local |
| NAICS Category: |
- 541611 - Administrative Management and General Management Consulting Services
- 561110 - Office Administrative Services
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| Posted Date: |
Feb 19, 2025 |
| Due Date: |
Mar 19, 2025 |
| Solicitation No: |
24DPP01010 |
| Original Source: |
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| Contact information: |
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| Bid Documents: |
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Header Information
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Bid Number:
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24DPP01010
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Description:
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T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP
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Bid Opening Date:
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03/19/2025 02:00:59 PM
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Purchaser:
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Amira McFarland
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Organization:
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Division of Purchase and Property
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Department:
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DPP - Division of Purchase and Property
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Location:
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PROS1 - Professional Services
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Fiscal Year:
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25
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Type Code:
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01 - 01 - RFP
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Allow Electronic Quote:
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Yes
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Alternate Id:
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Required Date:
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Available Date
:
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10/07/2024 09:00:00 AM
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Info Contact:
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Bid Type:
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OPEN
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Informal Bid Flag:
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No
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Purchase Method:
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Contract
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Begin Date:
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05/01/2025
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End Date:
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04/30/2030
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Pre Bid Conference:
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Please refer to the Bid Solicitation.
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Bulletin Desc:
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Ship-to Address:
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Division of Purchase and Property
33 West State Street
Trenton, NJ 08625
US
Email: njstart@treas.nj.gov
Phone: (609)341-3500
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Bill-to Address:
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Division of Purchase and Property
33 West State Street
Trenton, NJ 08625
US
Email: njstart@treas.nj.gov
Phone: (609)341-3500
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Print Format:
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Bid Print New
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File Attachments:
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T2327 Bid Amendment #6 - 02.19.25 - .docx
T2327 Bid Amendment #5 02.07.25.docx
T2327 Bid Amendment #4 01.23.25.docx
T2327 Bid Amendment #3 12.20.24~1.docx
T2327 Bid Amendment #2 12.09.24.docx
T2327 Bid Amendment #1 11.26.24.docx
T2327 Bid Solicitation 10.07.24.docx
T2327 State-Supplied Price Sheet 10.07.24~1.xlsx
Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf
Attachment 2 - Standard Procurement Forms Packet~2.pdf
Attachment 3- State of NJ Technical Questionnaire~3.xlsx
Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf
Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx
Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf
Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf
Exhibit 4 -Fund Fact Sheets~1.zip
Appendix A - Performance Standards .docx
T2327 Optional Pre-Quote Conference~2.pptx
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Form Attachments:
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Required Quote Attachments
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T Number:
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T2327
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NJ Cooperative Purchasing:
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No
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Green Solicitation:
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No
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Emergency Solicitation:
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No
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Small Business Category:
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None
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Bid Bond Required:
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No
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Performance Bond Required:
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No
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Retainage:
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Refer to Bid Solicitation {RFP}.
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Amendments:
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Amendment #
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Amendment Date
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Amendment Note
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1
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11/26/2024 08:32:20 AM
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Bid Amendment #1 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "12/03/2024 02:00:59 PM" to "12/17/2024 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "0" to "1". 2. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "1" to "2". 3. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "2" to "3". 4. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "3" to "4". 5. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "4" to "5". 6. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "5" to "6". 7. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "6" to "7". 8. File 'T2327 Bid Amendment #1 11.26.24.docx': File 'T2327 Bid Amendment #1 11.26.24.docx' added . 9. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "7" to "8". 10. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "8" to "9". 11. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "9" to "10". 12. File 'Appendix A - Performance Standards .docx': Order changed from "10" to "11". 13. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "11" to "12".
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2
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12/09/2024 08:45:42 AM
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Bid Amendment #2 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "12/17/2024 02:00:59 PM" to "01/07/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "2" to "3". 2. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "3" to "4". 3. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "4" to "5". 4. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "5" to "6". 5. File 'T2327 Bid Amendment #2 12.09.24.docx': File 'T2327 Bid Amendment #2 12.09.24.docx' added . 6. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "6" to "7". 7. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "7" to "8". 8. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "8" to "9". 9. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "9" to "10". 10. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "10" to "11". 11. File 'Appendix A - Performance Standards .docx': Order changed from "11" to "12". 12. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "12" to "13". 13. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "1" to "2". 14. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "2" to "1".
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3
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12/20/2024 09:08:28 AM
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Bid Amendment #3 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "01/07/2025 02:00:59 PM" to "01/29/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment #3 12.20.24~1.docx': File 'T2327 Bid Amendment #3 12.20.24~1.docx' added . 2. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "0" to "1". 3. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "1" to "2". 4. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "2" to "3". 5. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "3" to "4". 6. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "4" to "5". 7. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "5" to "6". 8. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "6" to "7". 9. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "7" to "8". 10. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "8" to "9". 11. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "9" to "10". 12. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "10" to "11". 13. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "11" to "12". 14. File 'Appendix A - Performance Standards .docx': Order changed from "12" to "13". 15. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "13" to "14".
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4
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01/23/2025 08:42:26 AM
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Bid Amendment #4 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "01/29/2025 02:00:59 PM" to "02/12/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "11" to "12". 2. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "12" to "13". 3. File 'Appendix A - Performance Standards .docx': Order changed from "13" to "14". 4. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "14" to "15". 5. File 'T2327 Bid Amendment #4 01.23.25.docx': File 'T2327 Bid Amendment #4 01.23.25.docx' added . 6. File 'T2327 Bid Amendment #3 12.20.24~1.docx': Order changed from "0" to "1". 7. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "1" to "2". 8. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "2" to "3". 9. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "3" to "4". 10. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "4" to "5". 11. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "9" to "10". 12. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "10" to "11". 13. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "5" to "6". 14. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "6" to "7". 15. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "7" to "8". 16. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "8" to "9".
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5
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02/07/2025 07:33:20 AM
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Bid Amendment #5 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "02/12/2025 02:00:59 PM" to "02/26/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment #5 02.07.25.docx': File 'T2327 Bid Amendment #5 02.07.25.docx' added . 2. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "9" to "10". 3. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "10" to "11". 4. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "11" to "12". 5. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "12" to "13". 6. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "13" to "14". 7. File 'Appendix A - Performance Standards .docx': Order changed from "14" to "15". 8. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "15" to "16". 9. File 'T2327 Bid Amendment #4 01.23.25.docx': Order changed from "0" to "1". 10. File 'T2327 Bid Amendment #3 12.20.24~1.docx': Order changed from "1" to "2". 11. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "2" to "3". 12. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "6" to "7". 13. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "7" to "8". 14. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "8" to "9". 15. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "4" to "5". 16. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "3" to "4". 17. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "5" to "6".
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6
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02/19/2025 08:56:46 AM
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Bid Amendment #6 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "02/26/2025 02:00:59 PM" to "03/19/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "16" to "17". 2. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "6" to "7". 3. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "7" to "8". 4. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "8" to "9". 5. File 'T2327 Bid Amendment #6 - 02.19.25 - .docx': File 'T2327 Bid Amendment #6 - 02.19.25 - .docx' added . 6. File 'T2327 Bid Amendment #5 02.07.25.docx': Order changed from "0" to "1". 7. File 'T2327 Bid Amendment #4 01.23.25.docx': Order changed from "1" to "2". 8. File 'T2327 Bid Amendment #3 12.20.24~1.docx': Order changed from "2" to "3". 9. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "3" to "4". 10. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "4" to "5". 11. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "5" to "6". 12. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "9" to "10". 13. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "10" to "11". 14. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "11" to "12". 15. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "12" to "13". 16. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "13" to "14". 17. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "14" to "15". 18. File 'Appendix A - Performance Standards .docx': Order changed from "15" to "16".
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Item # 1:
(
958
-
39
)
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The Bidder must submit its pricing using the State-Supplied Price Sheet accompanying this Bid Solicitation and located on the Attachments Tab. Please refer to Bid Solicitation Section 3.26 State-Supplied Price Sheet Instructions for more information.
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NIGP Code:
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958-39
Financial Management Services
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Qty
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Unit Cost
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UOM
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Total Discount Amt.
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Total Cost
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1.0
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EA - Each
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Manufacturer:
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Brand:
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Model:
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Make:
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Packaging:
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