This Solicitation opportunity from California was posted on March 28, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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RFP_Legal Services Regarding Fiduciary Law and Real Estate and Investment Counsel for City Pension Plans

Closed

213716State & Local

Submission Closed04/29/2024, 12:00:00 AM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 525110

International

Pension Administration and Member Record ManagementThis subcontract for the Cleveland Fire Authority involves the end-to-end administration of Firefighters Pension Schemes. The selected provider will be responsible for managing member records for active, deferred, and dependant members, calculating pension entitlements, and processing benefit claims in strict accordance with scheme regulations. To ensure operational success, the contractor must utilize specialized pension administration software and maintain professional indemnity insurance. The primary objective of the contract is the delivery of accurate member records and precise benefit calculations. Interested parties must submit their responses by the deadline of November 2, 2026. This opportunity falls under NAICS code 525110 and is focused on providing comprehensive administrative support for the authority's pension frameworks.

Cleveland Fire Authority

POSTED

DEADLINE

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

2 months ago

DEADLINE

in 11 days

AI Contract Overview

The Los Angeles City Attorney’s Office is seeking proposals from qualified law firms to provide legal services related to fiduciary, real estate, and investment law for the city's three pension plans—the Fire and Police Pensions Plan, the Los Angeles City Employees’ Retirement System, and the Water and Power Employees’ Retirement Plan—as well as potentially other city departments. The selected firms will advise the Plans’ boards of trustees and assist with legal matters that impact their governance and investment activities. The solicitation aims to ensure that the city’s pension plans and departments receive expert legal guidance to manage fiduciary responsibilities and complex legal issues associated with real estate and investments. The request for proposals was issued on March 28, 2024, with a deadline for responses set for April 29, 2024. The contract is managed by the Office of the City Attorney in California, and interested firms can contact Anne Haley via email for further details. The scope of work emphasizes legal expertise in fiduciary law and real estate and investment law, reflecting the city’s focus on safeguarding pension assets and ensuring compliance with relevant legal standards. The solicitation is part of the city’s effort to engage specialized legal counsel to support the governance and investment strategies of its pension systems and related departments.

General Info

Agency

California → Attorney, Office of the City

NAICS

525110 - Pension Funds

Place of Performance

CA, USA

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedMar 28

Solicitation

Response DeadlineApr 29

Deadline has passed

Submission Closed

04/29/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → Attorney, Office of the City

Contacts1 person available

OfficeN/A

Organization / AgencyCalifornia → Attorney, Office of the City

Office AddressN/A

Contacts

Anne Haley

contact@example.gov

Full Description

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”), and/or to other City Departments, in the areas of fiduciary law and/or real estate and investment law.