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This Solicitation opportunity from California was posted on July 29, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

RFP for Counsel re: TAX LAW FOR CITY OF LOS ANGELES RETIREMENT PLANS

Closed
224223State & Local

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 27 days

AI Contract Overview

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The Los Angeles City Attorney’s Office is seeking proposals from qualified law firms to provide specialized legal services related to tax law for the city’s three pension plans: the Fire and Police Pensions Plan (LAFPP), the Los Angeles City Employees’ Retirement System (LACERS), and the Water and Power Employees’ Retirement Plan (WPERP). The selected firm will assist the Office of the City Attorney in addressing legal issues pertinent to the administration and management of these plans, ensuring compliance with applicable tax regulations and laws. The contract is expected to be valued between $500,000 and $2,000,000, reflecting the scope and importance of the legal services required. The solicitation was posted on July 29, 2025, with a deadline for responses set for August 23, 2025. Interested firms are encouraged to submit their proposals through the designated channels, with Anne Haley serving as the primary point of contact for inquiries. This opportunity is part of the city’s broader effort to ensure robust legal support for its pension plans, emphasizing expertise in tax law to navigate complex regulatory environments and safeguard the financial interests of the plans’ trustees and beneficiaries.

General Info

Place of Performance

CA, USA

Set-Aside

NONE

Documents

0

No documents available

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AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Attorney, Office of the City
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts

Full Description

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The Los Angeles City Attorney’s Office (the “City Attorney’s Office”) is soliciting proposals for qualified law firms (“proposer” or “firm”) to assist the City Attorney’s Office in providing legal services to the three Los Angeles City pension plans and their respective boards of trustees—the Fire and Police Pensions Plan (“LAFPP”), the Los Angeles City Employees’ Retirement System (“LACERS”), and the Water and Power Employees’ Retirement Plan (“WPERP”) (collectively, the “Plans”) in the area of tax law

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