SOLICITATION DETAILS
Solicitation Details
| 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 |
Contact Information
| Authorized Contact Names: | |
|---|---|
| Solicitation Specific Questions: |
James Howard (512) 974-2031 jim.howard@austintexas.gov |
| Small Minority Business Resources Questions: |
Donna Powell-Maddox (512) 9746668 smbrcompliancedocuments@austintexas.gov |
Dates & Times
| Important Solicitation Dates: | |
|---|---|
| Solicitation Published: | 07/11/2022 07:22 AM |
| Response Due: | Prior to 07/13/2022, 09:15 AM |
| Response Opening: | 08/23/2022, 03:00 PM |
Special Notes
| Special Notes: | None Available |
|---|
Packet Download Files
Download All Files
| File Description | Type | Date | |
|---|---|---|---|
| REPLACED WITH RFP7400 JTH3027REBID | 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.) | 07/11/2022 | Download | |
| OFFER AND CERTIFICATION | docx | 07/11/2022 | Download |
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 |