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This Combined Synopsis/Solicitation opportunity from Department Of State was posted on January 25, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Management of Locally Employed Staff Pension Plan, U.S. Embassy Belmopan, Belize

Closed
BelmoPension24Federal

Contract Overview

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

Active Opportunities Like This One

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 19 days

General Info

Agency

Department Of State → Embassy Belmopan

NAICS

525110 - Pension Funds

Place of Performance

Belmopan, BZ-BZ, BLZ

Set-Aside

NONE

Documents

3

Solicitation BelmoPension24 – Defined Contribution Retirement Plan

PDF, High priority: read this firstrfp
High

BelmoPension24 Questions and Answers

PDF, Low priorityq-and-a
Low

Questions and Answers - BelmoPension24

PDF, Low priorityq-and-a
Low

AI Contract Breakdown

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Timeline

4 updates
PhaseClosed
Posted

Combined Synopsis

Notice updated

Notice details unchanged. Attachments may have changed.

Deadline changed

Response deadline changed from Dec 12, 2023 to Jan 26, 2024.

Notice updated

Notice details unchanged. Attachments may have changed.

Deadline changed

Response deadline changed from Jan 26, 2024 to Feb 2, 2024.

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyDepartment Of State → Embassy Belmopan
Contacts1 person available
OfficeWASHINGTON, DC, 20520, USA
Organization / Agency
Department Of State → Embassy Belmopan
Office AddressWASHINGTON, DC, 20520, USA

Full Description

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The Embassy of the United States of America in Belize is looking to convert its current Defined Benefit Retirement Plan to a Defined Contribution Plan for its Locally Employed Staff. All responsible sources may submit a proposal, which will be considered. The Government intends to award resulting from this solicitation to the lowest priced, technically acceptable offeror who is a responsible contractor. The Government may award based on the initial offer without discussion.

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