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Asset Consolidation and Data Migration Services

Open

State & Local

Response Deadline12/03/2026, 03:00:00 PM EST

Contract Overview

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

General Info

Agency

Florida → HUMAN RESOURCES

NAICS

541511 - Custom Computer Programming Services

Place of Performance

FL, USA

Set-Aside

NONE

Documents

This scope was carved out of 27-0092-RFP.

The full solicitation package (5 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

27-0092-RFP Deferred Compensation Plan Recordkeeping and Administration Services

AI Contract Breakdown

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The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PostedNov 10

subcontract

Response DeadlineDec 3

Submission deadline

Response Deadline

12/03/2026, 03:00:00 PM ESTin 22 days

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Organization & Contact Information

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AgencyFlorida → HUMAN RESOURCES

ContactsNo contacts available

OfficeN/A

Organization / AgencyFlorida → HUMAN RESOURCES

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs technical transfer and reconciliation of financial data for prime contractors on Pinellas County 457(b) plan projects. Extracts participant data from legacy providers, maps and migrates data to the new provider's system, and reconciles asset transfers for a $216 million portfolio. Utilizes data migration tools and financial reconciliation software following data privacy and security protocols. Delivers a verified migration of all plan assets and records.

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Same awarding agency

Deferred Compensation Plan Recordkeeping and Administration

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27-0092-RFP Deferred Compensation Plan Recordkeeping and Administration Services

Solicitation # 27-0092-RFP

Pinellas County is seeking a single provider to manage the recordkeeping and administration of its 457(b) Deferred Compensation Plan, consolidating assets from four current providers—MissionSquare, Nationwide, Corebridge, and Empower—into one. The plan currently manages approximately 216 million dollars in total assets for about 3,200 eligible employees, including 1,000 participants who receive quarterly statements. A key requirement of this consolidation is the re-enrollment of all assets into age-appropriate target date funds, with the county considering two investment scenarios: one utilizing a proprietary capital preservation fund and another utilizing fully open architecture investment offerings. The procurement process is a two-phase RFP. Phase 1 uses a points-based evaluation to select the two highest-ranked firms, who then advance to Phase 2 for virtual presentations and Q&A sessions. The selected vendor will be awarded a contract with an initial term of 120 months, with the possibility of two 12-month extensions. Compliance requirements include registration with the Florida Division of Corporations, adherence to Florida Statutes regarding public records and DEI certifications, and a $5,000 penalty for contract breaches during emergency recovery periods. All proposals must be submitted via the OpenGov portal, including a completed vendor questionnaire and electronic pricing proposal.

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