SOLICITATION DETAILS

Solicitation Details

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Type:	Request For Proposals (RFP)
Status:	Closed
Solicitation Number:	RFP 7400 JTH3027REBID
Description:	3rd PARTY RECORDKEEPER ADMINISTRATION SERVICES
Summary:	Retirement plan administration, record keeping, education, communications, and other services for the 457 Deferred Compensation Plan

Responses

Vendor Name	Doing Business As
Empower Trust Company LLC
FMR LLC	National Financial Services LLC or Fidelity Capital Markets
International City Management Association Retirement	Corporation or MissionSquare Retirement
Nationwide Retirement Solutions, Inc.
Voya Retirement Insurance and Annuity Company

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:	07/15/2022 07:20 AM
Response Due:	Prior to 09/01/2022, 02:00 PM Central Purchasing, 124 W 8th Street, Austin, TX 78701 Room/Suite 308
Response Opening:	09/01/2022, 03:00 PM Central Purchasing, 124 W 8th Street, Austin, TX 78701 Room/Suite 308

Special Notes

Special Notes:	None Available

Attachments

Packet Download Files

Download All Files

File Description	Type	Date
Award Recommendation, Award Matrix, Solicitation	pdf	01/17/2023	Download
Addendum 5	pdf	08/23/2022	Download
Addendum 4	pdf	08/19/2022	Download
Addendum 3	pdf	08/12/2022	Download
Addendum 2	pdf	07/26/2022	Download
Addendum 1	pdf	07/15/2022	Download
Exhibit 1 - City of Austin Payroll Layout	pdf	07/15/2022	Download
Exhibit 2 - City of Austin 457 Investment Line Up	pdf	07/15/2022	Download
Business Organization References Questionnaire	docx	07/15/2022	Download
Plan Sponsor Services Questionnaire	docx	07/15/2022	Download
Consensus Assessment Initiative Questionnaire (CAIQ)	xlsx	07/15/2022	Download
Participant Services Questionnaire	docx	07/15/2022	Download
Investment Approach Questionnaire	docx	07/15/2022	Download
Fee and Expense Proposal	docx	07/15/2022	Download
Transition and Implementation Questionnaire	docx	07/15/2022	Download
Exhibit 3-City of Austin Basic Plan Document	pdf	08/12/2022	Download
Exhibit 4-City of Austin Summary Plan Description	pdf	08/12/2022	Download
Exhibit 5-City of Austin Investment Policy Statement	pdf	08/12/2022	Download
Exhibit 6-City of Austin Stable "Value Fund Holdings as of 6.30.2022	pdf	08/12/2022	Download
ADDENDUM 4	pdf	08/19/2022	Download
Bid Package Documents (Cover Sheet, Instructions, etc.)	pdf	08/23/2022	Download
Offer and Certifications	docx	07/15/2022	Download

Commodities

Associated Commodities

Description	Code
Actuarial Services and Retirement Planning	94612
RETIREMENT PLANNING SERVICES	9461278
Financial Advisor	94648
Retirement Benefit Plan Insurance	95380
ADMINISTRATORS/MANAGERS	96404

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