This Solicitation opportunity from New York was posted on February 20, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Update of Investment Plan and Evaluation of Investment Performance for the Rockland County Deferred Compensation Plan

Closed

2106812State & Local

Submission Closed03/14/2024, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 541612

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Acquisition Services

POSTED

1 day ago

DEADLINE

in about 1 month

AI Contract Overview

The Rockland County is seeking proposals from qualified firms to review and evaluate the Investment Policy and investment options of its Deferred Compensation Plan. The goal is to select a single vendor through this process, with the contract expected to last five years. Interested vendors must obtain official bidding documents exclusively via the Bonfire system, as this is the sole authorized source for all related materials, including any addenda. The deadline for proposal submissions is March 14, 2024, at 3:00 PM, with a pre-proposal meeting scheduled for February 27, 2024, via MS Teams. The project involves assessing the plan’s investment strategies and performance, with the scope extending to all New York State counties. The contract is categorized under NAICS code 541612 and is managed by the Rockland County Office of the New York State Department. The procurement process emphasizes that vendors who have previously purchased similar services from out-of-state or foreign vendors within the past three years, or have held comparable contracts in the last five years (notably MMA Securities LLC), are eligible to participate. The primary point of contact for questions is Paul Brennan, the Director of Purchasing, reachable via email or phone. This initiative aims to ensure the investment options within the Deferred Compensation Plan are thoroughly evaluated and aligned with best practices.

General Info

Agency

New York → Rockland County

NAICS

541612 - Human Resources Consulting Services

Place of Performance

NY, USA

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedFeb 20

Solicitation

Response DeadlineMar 14

Deadline has passed

Submission Closed

03/14/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyNew York → Rockland County

Contacts1 person available

OfficeN/A

Organization / Agency

New York → Rockland County

Office AddressN/A

Contacts

Paul BrennanDirector of Purchasing

contact@example.gov

+1 (555) 000-0000

Full Description

PURPOSE OF REQUEST FOR PROPOSAL (RFP) The purpose of this Request for Proposal is to enter into a contract with a qualified firm to review the Investment Policy of the Rockland County Deferred Compensation Plan and to provide an evaluation of investment options under the Rockland County Deferred Compensation Plan. It is anticipated that this RFP will result in a contract award to a single Offeror. BONFIRE ONLY (RFPS) IMPORTANT NOTICE – Bid Distribution: Vendors interested in obtaining the official version of the solicitation may register to download the solicitation at: https://rocklandgov.bonfirehub.com/portal. The County of Rockland officially distributes bidding documents through the Bonfire System. Copies of bidding documents obtained from any other source are not considered official copies. Only those vendors who obtain bidding documents from the Bonfire Portal are guaranteed to receive all attachments, drawings or addendum information, if such information is issued. Any questions related to this solicitation should be sent via email to: contact@example.gov Service-Disabled Veteran-Owned Set Aside: No Due date:03/14/2024 3:00 PM Pre-Proposal Meeting 2/27/24 @ 11:00 AM on MS Teams Contract term: 5 Years County(ies): All NYS counties * These goods or services have been purchased from an out-of-state/foreign vendor within the past three years. Business entities awarded an identical or substantially similar procurement contract within the past five years: MMA Securities LLC