You already have an unfinished Quote for this Bid. Would you like to continue working on that Quote?
Bid Solicitation: HRD221-HR2-4129
Header Information
Bid Number:
HRD221-HR2-4129
Description:
Defined Contribution and RMT Plans Administrative and Recordkeeper Provider Services
Bid Opening Date:
03/26/2021 05:00:00 PM
Purchaser:
Bruce Cole
Organization:
Human Resources 2
Department:
HR2 - Human Resources
Location:
SDG - Employee Benefits & Services
Fiscal Year:
21
Type Code:
RP - Request For Proposal
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
02/23/2021 08:00:00 AM
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:
Front Desk/Reception
157 W. Fifth Street
1st Floor
San Bernardino, CA 92415-0440
US
Email: hr@sbcounty.gov
Phone: (909)387-8304
Print Format:
Bid Print
File Attachments:
Consolidated Provider Questions and Responses 2 3 18 2021.pdf
Consolidated Provider Questions and Responses_3-10-2021 (002).pdf
Fund Fact Sheets.pdf
RFP - DC and RMT Plans Administrative and Recordkeeper Provider Services
RFP - DC and RMT Plans Administrative and Recordkeeper Provider Services (Word)
Exhibit A - Breakdown of Plan Assets
Form Attachments:
Required Quote Attachments
Amendments:
Amendment #
Amendment Date
Amendment Note
1
03/11/2021 09:34:19 AM
Please see the attached answers to all submitted questions. Attachment File Changes: Header 1. File 'Consolidated Provider Questions and Responses_3-10-2021 (002).pdf': File 'Consolidated Provider Questions and Responses_3-10-2021 (002).pdf' added . 2. File 'Fund Fact Sheets.pdf': File 'Fund Fact Sheets.pdf' added . 3. File 'General Prevailing Wage Determinations': Show Attachment to Vendor Flag changed from "Yes" to "No". 4. File 'Exhibit A PREVAILING WAGE REQUIREMENT 2020.pdf': Show Attachment to Vendor Flag changed from "Yes" to "No".
2
03/18/2021 01:18:56 PM
Please see the Correction for question 13. f. Attachment File Changes: Header 1. File 'Consolidated Provider Questions and Responses 2 3 18 2021.pdf': File 'Consolidated Provider Questions and Responses 2 3 18 2021.pdf' added .
Item Information
Item # 2: ( 962 - 58 )
The County of San Bernardino (County) Human Resources Department, is seeking proposals from interested and qualified proposers to provide administration and recordkeeping services for the following voluntary retirement plans: - 457(b) Deferred Compensation Plan - PST Deferred Compensation Retirement Plan, a Social Security 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:
Ship-to Address:
Ship to instructions
*PLEASE SEE LINE ITEM OF PO FOR DELIVERY ADDRESS*
SHIP TO, CA 00000
Email: NOT_APPLICABLE@SBCOUNTY.GOV
Phone: (000)000-0000
SBCOUNTY_SBCOUNTY_AWS_PROD_BUYSPEED_2_bso
Quote #
Description
Date Last Modified
Status