This Solicitation opportunity from LAPP Corporation was posted on July 18, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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LAPP Corporation - Negotiated Request for Proposal - LAPP Actuarial & Investment Consulting Services

Awarded

AB-2025-03473International

Submission Closed09/26/2025, 11:00:00 PM UTC

Contract Overview

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

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NAICS: 523940

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Solicitation # UofSRFPCP-858934

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University of Saskatchewan

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ERISA Fiduciary and Investment Management ServicesThis subcontract for ERISA Fiduciary and Investment Management Services supports the Lafayette Parish School System by providing core investment advisory and fiduciary oversight for 403(b) projects. The selected provider will act as an express ERISA 3(21) or 3(38) fiduciary, responsible for drafting and updating Investment Policy Statements and ensuring strict compliance with IRS 403(b) regulations and SECURE 2.0 updates. In addition to regulatory monitoring, the contractor will deliver a managed investment portfolio and detailed compliance reports. The scope of work includes providing essential governance support to the Board Insurance Committee to maintain the integrity and performance of the system's investment strategies.

Lafayette Parish School System

POSTED

14 days ago

DEADLINE

in 23 days

AI Contract Overview

LAPP Corporation is seeking proposals from qualified organizations to provide consulting services in actuarial and investment consulting. Interested firms may bid on one or both service areas, but they must submit separate proposals for each. While LAPP Corporation may award a single contract covering both scopes of work to one provider, it maintains the right to award separate contracts to two different proponents. To participate, proponents must first submit a completed RFP Acknowledgement Form for each service of interest to receive a non-disclosure agreement template. A signed NDA must be returned by the specified deadline before any supporting documentation or answers to questions will be provided. The response deadline for this solicitation, identified as AB-2025-03473, is September 26, 2025, with performance taking place in Alberta, Canada.

General Info

LAPP Corporation seeks actuarial and investment consulting proposals by September 26, 2025.

Agency

LAPP Corporation

Contract Value

$200,000

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

AB, CAN

Set-Aside

NONE

Awardee

Eckler

Award Issued Date

01/01/2026, 12:00:00 AM UTC

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseAwarded

PostedJul 18

Solicitation

AwardedJan 1

Contract was awarded

Submission Closed

09/26/2025, 11:00:00 PM UTC

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Organization & Contact Information

AgencyLAPP Corporation

Contacts1 person available

OfficeN/A

Organization / AgencyLAPP Corporation

Office AddressN/A

Contacts

LAPP CorporationProcurement

contact@example.gov

+1 (555) 000-0000

Full Description

LAPP Corporation invites qualified organizations to submit proposals for the delivery of consulting services to LAPP Corporation and its Boards in one or both of the following areas: - Actuarial consulting - Investment consulting Interested firms should submit their proposals to LAPP Corporation in accordance with the requirements set out in the respective RFP. Proponents interested in pursuing both consulting engagements must submit a separate proposal each for Actuarial and Investment. A single successful proponent may be awarded a contract encompassing the full scope of services requested with respect to both consulting engagements, however LAPP Corporation reserves the right to award contracts to two separate successful proponents.
Prior to receiving any supporting documentation or answers to proponent questions from LAPP Corporation, proponents are required to submit a completed NDA for each consulting service of interest. To receive the NDA template, proponents must submit a completed RFP Acknowledgement Form as outlined in the respective RFP. Parties interested in pursuing both services must submit a separate RFP Acknowledgement Form for each service. Completed NDAs must be received by LAPP Corporation no later than the date outlined in the respective RFP.

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