This Solicitation opportunity from Virginia was posted on September 23, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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RFP#407298 Recordkeeper and/or Wealth Mangement Services

Closed

407298State & Local

Submission Closed10/18/2024, 02:30:00 PM EDT

Contract Overview

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

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NAICS: 561320

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4 days ago

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in 7 days

AI Contract Overview

The Hampton Roads Sanitation District (HRSD) has issued RFP#407298 to solicit proposals from recordkeeping and wealth management/financial advisory firms. The solicitation invites both specialized firms to submit responses either jointly or separately, with the possibility of HRSD awarding a single contract to a provider capable of delivering both services or separate contracts to firms that focus on each area. The contract size is estimated to range between five million and twenty million dollars, reflecting the scope and significance of the services sought. Interested vendors are required to respond via HRSD's online Oracle ERP system, with detailed instructions available on the procurement portal, and responses are due by October 18, 2024. A pre-proposal conference is scheduled for October 1, 2024, at 1:00 p.m., conducted via Microsoft Teams, providing an opportunity for potential Offerors to clarify any questions about the solicitation; attendance can be arranged by contacting Amy Murphy at [email hidden]. The procurement process emphasizes the importance of proper registration in HRSD’s ERP system, supported by a comprehensive "Getting Started in ERP Registration Guide," which offers step-by-step instructions and contact information for technical support. The contract aims to enhance HRSD’s financial management capabilities by selecting qualified firms capable of providing robust recordkeeping and wealth management services, with the flexibility for HRSD to award contracts based on the best fit for their needs. The project is situated within Virginia, and the agency’s focus on a competitive, transparent procurement process underscores its commitment to securing high-quality financial service providers through a structured and accessible online platform.

General Info

Agency

Virginia → Hampton Roads Sanitation District

NAICS

561320 - Temporary Help Services

Place of Performance

VA, USA

Set-Aside

NONE

Documents

rfp

High

rfp

High

rfp

High

1 page · other

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedSep 23

Solicitation

Response DeadlineOct 18

Deadline has passed

Submission Closed

10/18/2024, 02:30:00 PM EDT

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Organization & Contact Information

AgencyVirginia → Hampton Roads Sanitation District

Contacts1 person available

OfficeN/A

Organization / AgencyVirginia → Hampton Roads Sanitation District

Office AddressN/A

Contacts

Amy MurphyContact for Pre-proposal Conference

contact@example.gov

+1 (555) 000-0000

Full Description

RFP#407298 Recordkeeper and/or Wealth Mangement Services NOTE: Do not respond through eVA. HRSD only accepts responses submitted online through HRSD's online Oracle ERP system. detailed information about this solicitation is available there. To register or log into HRSD's ERP system, please visit: https:www.hrsd.com/procurement. HRSD INVITES DEFINED CONTRIBUTION PLAN RECORDKEEPERS AND AND WEALTH MANAGEMENT/FINANCIAL ADVISORY FIRMS TO RESPOND TO THIS RFP TO PROVIDE JOINTLY OR INDIVIDUALLY RECORDKEEPING AND/OR WEALTH MANAGEMENT SERVICES. HRSD RESERVES THE RIGHT TO AWARD THE CONTRACT TO ONE SUPPLIER THAT CAN SATISFACTORILY PROVIDE BOTH SERVICES, OR AWARD SEPARATE CONTRACTS TO SUPPLIERS THAT INDIVIDUALLY SPECIALIZE IN EACH SERVICE.A pre-proposal conference will be held on Tuesday October 1, 2024 at 1:00 p.m. The purpose of this conference is to allow potential Offerors an opportunity to present questions and obtain clarification relative to any facet of this solicitation.This meeting is being held via Microsoft Teams. If you are interested in attending, please email Amy Murphy directly at contact@example.gov to receive additional instructions.