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Bid Solicitation: HRD214-HR2-1030
Header Information
Bid Number:
HRD214-HR2-1030
Description:
HRD #14-002 Defined Contribution Plans Administrative and Recordkeeper Provider Services
Bid Opening Date:
06/27/2014 04:00:00 PM
Purchaser:
Megan Gardner (2)
Organization:
Human Resources 2
Department:
HR2 - Human Resources
Location:
SDG - Employee Benefits & Services
Fiscal Year:
14
Type Code:
RP - Request For Proposal
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
05/19/2014 12:00:00 PM
Info Contact:
Bid Type:
OPEN
Informal Bid Flag:
No
Purchase Method:
Open Market
Pre Bid Conference:
Bulletin Desc:
Ship-to Address:
PHONE AND EMAIL BELOW NOT PRINTED ON PO AND BID
HR Administration
157 W. 5th Street
1st Floor
San Bernardino, CA 92415-0440
US
Email: not_applicable@sbc.gov
Phone: (000)000-0000 Ext. 0
Bill-to Address:
PHONE AND EMAIL BELOW NOT PRINTED ON PO AND BID
HR Administration
157 W. 5th Street
1st Floor
San Bernardino, CA 92415-0440
US
Email: not_applicable@sbc.gov
Phone: (000)000-0000 Ext. 0
Print Format:
Bid Print
File Attachments:
RFP-Defined Contribution Plans 05062014.pdf
COSB 457 Census Data
Attachment J - RFP Questionnaire (Word)
Attachment A - Cover Page (Word)
Attachment I - Email Reply Form (Word)
401(a) Assets 03 31 14.pdf
401(k) Assets 03 31 14.pdf
457(b) Assets 03 31 14.pdf
3121 Assets 03 31 14.pdf
Copy of Location Employee Counts.pdf
RMT Assets 03 31 14.pdf
RFP QA delegation 06 20 14(Final).pdf
Form Attachments:
Required Quote Attachments
Amendments:
Amendment #
Amendment Date
Amendment Note
1
06/10/2014 11:19:59 AM
Questions and Answers are included in the "RFP QA delegation 06 10 14.pdf" attachment. Additional attachments provided to help clarify any other questions bidders may have. Attachment Changes: Header 1. File '401(a) Assets 03 31 14.pdf': File '401(a) Assets 03 31 14.pdf' added . 2. File '401(k) Assets 03 31 14.pdf': File '401(k) Assets 03 31 14.pdf' added . 3. File '457(b) Assets 03 31 14.pdf': File '457(b) Assets 03 31 14.pdf' added . 4. File '3121 Assets 03 31 14.pdf': File '3121 Assets 03 31 14.pdf' added . 5. File 'Copy of Location Employee Counts.pdf': File 'Copy of Location Employee Counts.pdf' added . 6. File 'RFP QA delegation 06 10 14.pdf': File 'RFP QA delegation 06 10 14.pdf' added . 7. File 'RMT Assets 03 31 14.pdf': File 'RMT Assets 03 31 14.pdf' added .
2
06/20/2014 08:33:15 AM
The former Q&A attachment has been removed and replaced with the attached revised Q&A response. Attachment Changes: Header 1. File 'RFP QA delegation 06 10 14.pdf': File 'RFP QA delegation 06 10 14.pdf' deleted . 2. File 'RFP QA delegation 06 20 14(Final).pdf': File 'RFP QA delegation 06 20 14(Final).pdf' added .
Item Information
Item # 1: ( 962 - 58 )
The County of San Bernardino (County) Human Resources Department, ( Department), is seeking proposals from interested and qualified proposers to provide administration and recordkeeping services for the following voluntary retirement plans (assets are listed below): -457(b) Deferred Compensation Plan -PST Deferred Compensation Retirement Plan, a Social Security ยง3121 plan for part-time employees -401(k) Defined Contribution Plan (Traditional and Roth) with a matching strategy for eligible exempt employees -401(a) Defined Contribution Plan for the County contribution to the 457(b) Deferred Compensation Plan -Retirement Medical Trust Fund (VEBA) for funding employee medical costs in retirement
NIGP Code:
962-58
Professional Services (Not Otherwise Classified)
Qty
Unit Cost
UOM
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
SBCOUNTY_SBCOUNTY_AWS_PROD_BUYSPEED_2_bso
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Date Last Modified
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