This Solicitation opportunity from Florida was posted on August 19, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Waive Solicitation And Approve Sole Single Source - Mariner Institutional Llc - Independent Investment Consulting Services

Closed

SS-24-053-RSState & Local

Submission Closed08/22/2024, 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: 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

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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 City of Altamonte Springs plans to bypass the standard solicitation process and directly approve Mariner Institutional LLC, formerly known as AndCo, as a sole source provider for ongoing independent investment consulting services related to the city's investment portfolio and its two pension plans. This decision is based on the firm's unique qualifications or capabilities that justify a single-source procurement, although interested vendors are encouraged to submit alternative solutions that demonstrate they can deliver equivalent services or products, supported by detailed documentation. Such responses must be submitted online by August 22, 2024, at 4:30 p.m. The contract is valued between $50,000 and $200,000, with the NAICS code 525110 indicating a focus on pension funds and investment management activities. The solicitation, identified as SS-24-053-RS, was posted on August 19, 2024, and the primary point of contact for inquiries is Roxana Siaca. The procurement process is managed by the City of Altamonte Springs, Florida, with additional details available through the provided online bid link.

General Info

Agency

Florida → City of Altamonte Springs

NAICS

525110 - Pension Funds

Place of Performance

FL, USA

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedAug 19

Solicitation

Response DeadlineAug 22

Deadline has passed

Submission Closed

08/22/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyFlorida → City of Altamonte Springs

Contacts1 person available

OfficeN/A

Organization / Agency

Florida → City of Altamonte Springs

Office AddressN/A

Contacts

Roxana Siaca

contact@example.gov

Full Description

The City of Altamonte Springs intends to waive the solicitation process and approve Mariner Institutional LLC f/k/a AndCo as a single source vendor/firm to continue performing independent investment consulting services to the City’s portfolio and its two pension plans. ******************************************************************* Interested Vendors (firms or individuals) that can provide the goods/services can respond with an alternate solution that overcomes the sole/single source reasons stated on the sole/single source documentation, along with sufficient detailed convincing documentation, regarding their ability to supply equivalent commodities or services. The responses must be submitted and posted online no later than 4:30 p.m. on Thursday, August 22, 2024.