This Solicitation opportunity from Pennsylvania was posted on April 24, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Top

Tax Counsel

Closed

OGC-2024-07State & Local

Submission Closed05/14/2024, 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 12 days

AI Contract Overview

The contract involves a request for proposals issued by the Pennsylvania Municipal Retirement System (PMRS) to select a qualified law firm to serve as tax counsel. The selected firm will provide expert legal advice on federal tax, benefit, and international tax matters related to PMRS’s investment activities. PMRS, established in 1974, administers pension benefits for over 18,000 active members, retirees, and beneficiaries across approximately 1,100 municipal pension plans in Pennsylvania, managing a fiduciary net position of $3.3 billion as of fiscal year-end 2023. The law firm must demonstrate extensive experience in advising public pension systems on complex tax issues, with proposals evaluated based on personnel qualifications, relevant project experience, and cost effectiveness. The procurement process includes detailed submission requirements such as personnel experience documentation, project references, and comprehensive cost proposals submitted via specified forms and templates. Confidentiality and proprietary information protections are emphasized through specific notices and procedures for handling trade secrets. The proposal package must include a signed cover sheet, technical and cost submittals, and detailed disclosures regarding conflicts of interest, insurance, and qualifications. The contract aims to secure legal counsel capable of providing sophisticated, timely advice to support PMRS’s ongoing operations and compliance with applicable laws and regulations, ensuring the pension system’s fiduciary responsibilities are upheld effectively.

General Info

Agency

Pennsylvania → Office of General Counsel

NAICS

525110 - Pension Funds

Place of Performance

PA, USA

Set-Aside

NONE

Documents

Appendix D - Statement of Qualifications/Conflicts/Technical Questionnaire

past-performance

High

OGC-2024-07 Appendix B - Cost Submittal

specifications

High

OGC-2024-07 Tax Counsel Services

rfp

High

PMRS Contract for Legal Services

contract-document

High

RFP# OGC-2024-07 - Appendix A Proposal Cover Sheet

rfp

High

Appendix C - Trade Secret Confidential Proprietary Information Notice

3 pages · special-notice

Low

Appendix E - Personnel Experience by Key Position

2 pages · personnel-experience

Low

Appendix F - Project References

1 page · past-performance

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseClosed

PostedApr 24

Solicitation

Response DeadlineMay 14

Deadline has passed

Submission Closed

05/14/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyPennsylvania → Office of General Counsel

Contacts1 person available

OfficeN/A

Organization / AgencyPennsylvania → Office of General Counsel

Office AddressN/A

Contacts

Jordan Kiessling

contact@example.gov

+1 (555) 000-0000

Full Description

This request for proposals (RFP) provides to those law firms (“Offerors”) interested in submitting proposals for the subject procurement sufficient information to enable them to prepare and submit proposals to allow the Commonwealth of Pennsylvania, Pennsylvania Municipal Retirement System (“PMRS”) to select for contracting within the Commonwealth of Pennsylvania to serve as tax counsel. This RFP is issued pursuant to Executive Order 2015-2 dated January 20, 2015, and in accordance with Section 518 of the Commonwealth Procurement Code, 62 P.S. § 518 and Part III Chapter 8 of the DGS Procurement Handbook.Background – PMRS is the administrator approximately 1,100 municipal pension plans in Pennsylvania. PMRS is an agent multiple employer pension system established by the Commonwealth of Pennsylvania in 1974 to administer pension benefits for municipal employees. PMRS is currently serving over 18,000 active members and retirees and beneficiaries, with a fiduciary net position totaling $3.3 billion (as of fiscal year-end 2023). Any Pennsylvania county, city, town, township, borough, municipal authority, or institution supported and maintained by a municipality may participate in PMRS. PMRS offers two types of retirement plans: defined benefit (traditional) and cash balance; either plan can be used alone or in combination with each other. Plan sponsors determine key plan provision from a menu of options allowable within federal guidelines and Commonwealth law. As provided by statute, the PMRS Board of Trustees (Board) has exclusive control and management responsibility of PMRS’ pension fund. PMRS is headquartered at 1721 North Front Street, Harrisburg, Pennsylvania. For more information about PMRS, please visit the website at http://www.pmrs.pa.gov.Services Required. The Issuing Office is seeking proposals, on behalf of PMRS, to procure qualified tax counsel, with extensive experience in providing counsel on tax matters to statewide and municipal public pension systems or other major public pension systems, to provide sophisticated legal advice to PMRS on federal tax and benefit issues and international tax matters related to PMRS’ investments on an as needed basis.