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This Sources Sought opportunity was posted on March 12, 2013. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

BENEFITS ADMINISTRATION CONSULTING SERVICES

Closed
DCP130003Federal

Contract Overview

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

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NAICS: 525110
SLED
403b Retirement Plan Services
Solicitation # 26-01
Head Start of Greater Dallas, Inc. is soliciting proposals for an experienced and licensed financial management institution or plan manager to administer an employer-sponsored 403(b) retirement plan for approximately 687 employees. The scope of work includes managing plan assets of 15 million dollars and supporting an employer match of 50 percent of employee contributions, currently set at 6 percent. The selected provider must ensure all plan documents meet or exceed ERISA and IRS guidelines and provide a detailed implementation timeline and change-over schedule within five days of the award. The contract is anticipated to be a fixed-price agreement with options for additional years. Proposals must be submitted in hardcopy format by November 9, 2026, and include a separate sealed cost proposal with a full fee disclosure form covering start-up, administration, and investment product fees. Evaluation will be based on a point-based system considering the firm's experience, staff qualifications, and responsiveness to the RFP requirements. Key requirements for the contractor include providing proof of liability and errors and omissions insurance, adhering to anti-lobbying and non-discrimination certifications, and complying with the Davis-Bacon Act if on-site labor costs exceed 2,000 dollars. Award will be granted to a responsible and responsive offeror who demonstrates a proven track record in administering retirement plans for non-profit organizations.
HEAD START GREATER DALLAS, INC

POSTED

about 2 months ago

DEADLINE

in 18 days

General Info

Agency

N/A

NAICS

525110 - Pension Funds

Place of Performance

WASHINGTON, DC, 20220, USA

Set-Aside

NONE

Documents

0

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

No documents to break down

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Timeline

1 update
PhaseClosed
Posted

Sources Sought

Notice updated

Response deadline changed from Mar 14, 2013 to Mar 18, 2013. The notice description changed.

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyN/A
Contacts2 people available
OfficeN/A
Organization / Agency
N/A
Office AddressN/A
Contacts
Pamela RobinsonCONTRACTING OFFICER
Brunilda BetancourtCONTRACTING OFFICER

Full Description

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The Procurement Services Division is seeking information from small business concerns that have the knowledge, capability and experience in providing Benefits Administration Consulting Services to include but not limited to: 1) Benefits determination/calculation corrections; 2) Annuity quality assurance and reviews; 3) Change management/business process reengineering; 4) Annuitant communication; 5) Customer service and; 6) Training operating under NAICS Code 525110. The Balanced Budget Act of 1997, as amended (the Act), requires the Secretary of the Treasury to assume certain responsibilities for District of Columbia judges, teachers, police and firefighters pension plans. As part of its responsibilities under the Act, the Department of the Treasury Office of D.C. Pensions (ODCP) led the development and implementation of an integrated pension/payroll system, called The System to Administer Retirements (STAR). The system provides for comprehensive annuitant support ranging from initial retirement calculations and maintenance of personal and benefits to survivor and beneficiary processing. To meet these responsibilities, ODCP partnered with the D.C. Retirement Board (DCRB) and the Bureau of Public Debt (BPD) to provide pension payment services. Under this partnership, ODCP is responsible and serves as the Benefits Administrator for the judges. At a minimum, responses should be no more than 25 pages (double sided) with a font no smaller than 12 point and include company name, DUNS number, socio-economic status (e.g. HUBZone, Small, 8(a), etc...), point of contact (including telephone number, facsimile number and e-mail address), and a list of contracts (including contract type) within the past five (5) years under which the interested party has performed the same or similar work. All responses should be sent via email to pamela.s.robinson@irs.gov. The deadline for submission of information is 18 March 2013 at 3:00 pm. This information is being requested for purposes of market research ONLY. The Government will use this information to develop a list of potential bidders. Questions concerning this notice should be submitted to Pamela Robinson before the due date. THIS SOURCES SOUGHT DOES NOT CONSTITUTE AN INVITATION FOR BIDS, REQUEST FOR PROPOSAL NOR A REQUEST FOR QUOTATION, AND IS NOT TO BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT TO ISSUE AN ORDER / CONTRACT OR OTHERWISE PAY FOR THE INFORMATION REQUESTED.

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