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This Solicitation opportunity from California was posted on September 19, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Administrative, Investment & Communication Advisory Services

Closed
24-109State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 561110
New
SLED
Child & Eldercare Committee Oversight
Solicitation # 77250
The State of Vermont Department of Human Resources is seeking one or more contractors to provide comprehensive administrative and facilitative support for the Child and Eldercare Committee. The scope of work includes managing committee meeting preparations such as announcements and minutes, overseeing the entire lifecycle of child and eldercare reimbursement applications from distribution to the drafting of approval or denial letters, acting as a liaison with Child Care Resource and Referral contractors, and promoting the benefit through communications and benefit fairs. The solicitation, posted on October 26, 2026, requires electronic submissions by November 13, 2026, in a single searchable PDF. Evaluation will be based on the best interest of the state, considering the bidder's methodology, experience, cost, and timeline, with preference given to resident bidders. Contractors must adhere to strict security standards consistent with NIST SP 800-53 and FIPS 200, and they must securely dispose of state data within thirty days of a request or contract termination. Financial and compliance requirements include net 30 payment terms and mandatory registration with the Vermont Secretary of State. Bidders must provide a price schedule based on hourly labor rates and may be required to submit a Best and Final Offer or participate in presentations. Depending on the bid amount, contractors may need to provide certifications regarding lobbying, climate change considerations, and worker classification compliance, as well as detailed subcontractor reporting including workers compensation insurance providers.
Department of Economic Development

POSTED

2 days ago

DEADLINE

in 16 days

AI Contract Overview

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The City of Santa Ana is soliciting proposals from qualified firms to provide administrative, investment, and communication advisory services for its 457(b) Deferred Compensation Plan and Retirement Health Savings Plan. The 457 plan, established in 1973, currently manages approximately 152 million dollars in assets for 1,349 participants, while the RHS Plan holds roughly 17 million dollars. These plans are managed by the Finance and Management Services Agency and overseen by a committee consisting of the Executive Director of Finance, the Assistant Finance Director, a Finance Director appointee, the Executive Director of Human Resources, and two additional appointees. This solicitation, identified as number 24-109, is issued by the Santa Ana Finance and Management Services agency in California. Interested proposers must submit their responses by the deadline of October 8, 2024. The contract falls under NAICS code 561110 and focuses on ensuring professional oversight and advisory support for the city's employee retirement assets.

General Info

Santa Ana seeks advisory services for 457(b) and Retirement Health Savings plans by 10/8/24.

Documents

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Santa Ana Finance & Management Services
Contacts1 person available
OfficeN/A

Full Description

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The City of Santa Ana (City) is seeking proposals from qualified firms and organizations (Proposers) to provide Plan Administrative, Investment & Communication Advisory Services related to the 457 (b) Deferred Compensation Plan and Retirement Health Savings (RHS) Plan. The City of Santa Ana's full-time employee 457 Deferred Compensation Plan (“Plan”) was established in 1973, with the adoption of City Resolution 7-21. Currently, the City’s 457 Deferred Compensation Plan holds approximately $152 million in Plan Assets for 1,349 participants. The RHS Plan holds approximately $17 million in Plan assets. The administration of the plan is managed by Finance & Management Services Agency. The Committee is comprised of the Executive Director of Finance, the Assistant Finance Director, Finance Director appointee, Executive Director of Human Resources and two appointees..

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