SOLICITATION DETAILS

Solicitation Details

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Type:	Request For Proposals (RFP)
Status:	Closed
Solicitation Number:	RFP 7400 JTH3027
Description:	3rd PARTY RECORDKEEPER ADMINISTRATION SERVICES
Summary:	Recordkeeper contract for the City's 457 Deferred Compensation Retirement Plan

Responses

Vendor Name	Doing Business As

Basic Information

Contact Information

Authorized Contact Names:
Solicitation Specific Questions:	James Howard (512) 974-2500 purchinfo@austintexas.gov
Small Minority Business Resources Questions:	Donna Tabron (512) 974-6668 smbrcompliancedocuments@austintexas.gov

Dates, Times & Locations

Important Solicitation Dates:
Solicitation Published:	07/11/2022 07:22 AM
Response Due:	Prior to 07/13/2022, 09:15 AM Central Procurement, 505 Barton Springs Road, Suite 1350 Austin Texas 78704
Response Opening:	08/23/2022, 03:00 PM Central Procurement, 505 Barton Springs Road, Suite 1350 Austin Texas 78704

Special Notes

Special Notes:	None Available

Attachments

Packet Download Files

Download All Files

File Description	Type	Date
REPLACED WITH RFP7400 JTH3027REBID	pdf	07/14/2022	Download
Attachment	docx	07/11/2022	Download
Attachment	docx	07/11/2022	Download
Attachment	xlsx	07/11/2022	Download
Attachment	docx	07/11/2022	Download
Attachment	docx	07/11/2022	Download
Attachment	docx	07/11/2022	Download
Attachment	docx	07/11/2022	Download
Bid Package Documents (Cover Sheet, 0400, etc.)	pdf	07/11/2022	Download
OFFER AND CERTIFICATION	docx	07/11/2022	Download

Commodities

Associated Commodities

Description	Code

Trade Summary

Description	Category	Code
Actuarial Services And Retirement Planning	Non-professional	94612
Retirement Planning Services	Non-professional	9461278
Financial Advisor	Non-professional	94648
Retirement Benefit Plan Insurance	Non-professional	95380
Administrators/Managers	Non-professional	96404