Defined Benefits and Contributions Retirement Plans & Post Employment Benefits Consulting Services

Agency:	City of Falls Church
State:	Virginia
Type of Government:	State & Local
NAICS Category:	541611 - Administrative Management and General Management Consulting Services 541612 - Human Resources Consulting Services
Posted Date:	Jun 11, 2026
Due Date:	Jul 21, 2026
Solicitation No:	RFP 0501-26 Pension Invest
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Bid Number:	RFP 0501-26 Pension Invest
Bid Title:	Defined Benefits and Contributions Retirement Plans & Post Employment Benefits Consulting Services
Category:	Open Solicitations
Status:	Open

Description:

Request for Proposals (RFP): Defined Benefits and Contributions Retirement Plans & Post Employment Benefits Consulting Services

Please note that Bidders may sign up to receive emails or text messages when solicitations and associated updates are posted on this website. To take advantage of this feature, Bidders may go to the city website (fallschurchva.gov/bids) and sign up for notifications.

Publication Date/Time:

6/9/2026 12:00 AM

Closing Date/Time:

7/21/2026 4:00 PM

Submittal Information:

Electronic Submittals Only

Contact Person:

Cordell Myers, Deputy Purchasing Agent
571-666-1809
cmyers@fallschurchva.gov
cc: purchasing@fallschurchva.gov

Miscellaneous:

NOTICE: In the event of conflict between any specific information posted on this webpage and the specific information in the attached RFQ documents (including addenda), the RFQ documents shall take precedence

Attachment Preview

RFP NUMBER:

REQUEST FOR PROPOSAL (RFP)

0501-26 Pension Invest

Date: June 9, 2026

RFP SUBJECT: Defined Contributions Retirement Savings & Post Employment Benefits

DUE DATE AND TIME: by no later than July 21, 2026 @ 4 P.M. Eastern Standard Time

PROPOSALS TO BE ELECTRONICALLY SUBMITTED ONLY TO:

Cordell Myers, Deputy Purchasing Agent

cmyers@fallschurchva.gov

Phone (571) 666-1809

with copy to purchasing@fallschurchva.gov

See Attachment B for Electronic Proposal Submission Requirements

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

INQUIRIES: All Inquiries including questions, except as otherwise stipulated herein, shall be made in

writing and forwarded to the Purchasing Agent, via email to:

cmyers@fallschurchva.gov

with copy to purchasing@fallschurchva.gov

by no later than Wednesday July 1, 2026 by 4 P.M. Eastern Standard Time.

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

NON-MANDATORY PRE-PROPOSAL MEETING via Microsoft Teams: Thursday, June 18 at 10:00AM.

(See Section VIII. Non-Mandatory Pre-Proposal Meeting)

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Proposals which are substantially incomplete or lack key information may be rejected by the City at

its discretion. See Attachment B for Proposal Submission Requirements.

ALL REQUIRED ATTACHMENTS MUST BE COMPLETED, SIGNED (where applicable)

AND RETURNED WITH PROPOSAL

DO NOT RETURN THIS ENTIRE RFP DOCUMENT

Additional Documents May Be Requested at a Later Date

The City of Falls Church is committed to the letter and spirit of the Americans with Disabilities Act. This

document will be made available in alternate format upon request. Call 703.248.5007 (TTY 711).

The City of Falls Church does not discriminate against faith-based organizations in accordance with the

Code of Virginia, § 2.2-4343.1 or against any Bidder or Offeror because of race, religion, color, sex,

national origin, age, disability, or any other basis prohibited by state law relating to discrimination in

employment.

Page 1 of 18

RFP 0501-26 Pension Invest

RFP 0501-26 PENSION INVEST

SECTION

PAGE

SUBJECT ---------------------------------------------------------------------------------------------------------- 4

II. GENERAL --------------------------------------------------------------------------------------------------------- 4

III. COMPETITION INTENDED ----------------------------------------------------------------------------------- 5

IV. ELIGIBILITY------------------------------------------------------------------------------------------------------- 5

V. PROOF OF AUTHORITY TO TRANSACT BUSINESS IN VIRGINIA ----------------------------- 6

VI. HEALTH AND SAFETY COMPLIANCE------------------------------------------------------------------- 6

VII. RIGHTS OF THE CITY ----------------------------------------------------------------------------------------- 6

VIII. NON-MANDATORY VIRTUAL PRE-PROPOSAL MEETING --------------------------------------- 6

IX. SCOPE OF WORK & REQUIREMENTS ------------------------------------------------------------------ 7

X. PROPOSAL SUBMITTAL GUIDELINES AND EVALUATION CRITERIA ----------------------- 7

XI. CONTRACT TERM AND RENEWAL OPTIONS -------------------------------------------------------- 7

XII. MULTIPLE AWARDS------------------------------------------------------------------------------------------- 7

XIII. COST PROPOSALS -------------------------------------------------------------------------------------------- 8

XIV. RATES & RATE ADJUSTMENTS -------------------------------------------------------------------------- 8

XV. PROMPT PAYMENT DISCOUNT --------------------------------------------------------------------------- 8

XVI. PROJECTED REQUIREMENTS/ESTIMATED QUANTITIES: -------------------------------------- 8

XVII. SUBCONTRACTORS ------------------------------------------------------------------------------------------ 9

XVIII. TRADE SECRETS OR PROPRIETARY INFORMATION--------------------------------------------10

XIX. DEBARMENT/EXCLUSION STATUS---------------------------------------------------------------------10

XX. AMBIGUITY, CONFLICT OR OTHER ERRORS IN THE RFP -------------------------------------10

XXI. CONTRACT DOCUMENTS ----------------------------------------------------------------------------------10

XXII. SELECTION PROCESS & CONTRACT AWARD -----------------------------------------------------11

XXIII. PROTEST OF AWARD OR DECISION TO AWARD -------------------------------------------------11

XXIV. NOTICE OF AWARD ------------------------------------------------------------------------------------------11

XXV. DOCUMENTATION OF CONTRACTOR PERFORMANCE ISSUES -----------------------------11

XXVI. COOPERATIVE PROCUREMENT-------------------------------------------------------------------------11

XXVII. TAX EXEMPTION ----------------------------------------------------------------------------------------------12

XXVIII. ANTI-DISCRIMINATION --------------------------------------------------------------------------------------12

XXIX. ORDER OF PRECEDENCE ---------------------------------------------------------------------------------12

XXX. EQUAL OPPORTUNITY AND SMALL, MINORITY-OWNED, WOMEN-OWNED AND

SERVICE-DISABLED VETERAN-OWNED BUSINESS AND EMPLOYMENT SERVICES

ORGANIZATIONS PARTICIPATION -------------------------------------------------------------------------------12

XXXI. ARTIFICAL INTELLEGENCE -------------------------------------------------------------------------------13

XXXII. GENERAL DEFINITIONS, CONDITIONS AND INSTRUCTIONS TO OFFERORS-----------14

Page 2 of 18

RFP 0501-26 Pension Invest

ADDITIONAL ATTACHMENTS:

Please download the following RFP Attachments:

ATTACHMENT A - Scope of Work & Requirements

I. Background & Purpose

II. Minimum Qualifications of The Successful Offeror

III. Scope of Work & Requirements

ATTACHMENT B - Proposal Submittal & Evaluation

I. Proposal Submittal Guidelines

II. Criteria for Proposal Evaluation

III. Selection Process

IV. Proposal Submission Covenants

ATTACHMENT C – REQUIRED FORMS

The following must be completed and submitted with all Proposal Packages:

▪ C1 - Offer Form

▪ C2 - Authority to Transact Business in Virginia

▪ C3 - Company Information

▪ C4 - References

▪ C5 - Trade Secret/Proprietary Information Identification

The City’s Standard Terms and Conditions (click for access), dated February 2026 are attached hereto

by reference and made a part hereof.

DO NOT SUBMIT THIS DOCUMENT, ATTACHMENT A OR ATTACHMENT B WITH YOUR

PROPOSAL PACKAGE.

Page 3 of 18

RFP 0501-26 Pension Invest

I. SUBJECT

The City of Falls Church (City) is soliciting proposals from qualified Firms/Offerors to provide

professional services for External Defined Benefits, Defined Contributions Retirement Savings

Plan and Other Post Employment Benefits (OPEB) Financial and Investment Consulting

Services as is further described herein.

The awarded Offeror (Contractor) shall, after executing a contract and receiving a Purchase

Order, furnish all necessary labor, expertise, supervision, materials and other resources

necessary to complete the described work in accordance with this Request for Proposals (RFP)

and its attachments.

See Attachment A for Scope and Requirements, and Attachment B for Proposal Submittal

Guidelines and Evaluation Criteria.

As used herein the terms “work”, “tasks” and “services” may be used interchangeably. The

term “Contractor” shall mean the firm that has been awarded and executed a contract. The

term “professional services” shall mean any services specifically identified as professional

services in the definition found in the Virginia Public Procurement Act.

II. GENERAL

A. ACCESS TO RFP UPDATES: This RFP and any addenda are available on the City’s

website: https://fallschurchva.gov/Bids This solicitation and any associated addenda, or

notices thereof, may also be published through eVA, the Commonwealth of Virginia’s

electronic procurement portal for registered suppliers (https://eva.virginia.gov).

B. Offerors should note that changes to the RFP, in the form of addenda, are often issued

between the issue date and within three (3) business days before the closing of the RFP.

Offerors are solely responsible for checking the City’s Website to insure that they

have the most current information regarding the RFP.

Please note that Offerors may sign up to receive emails or text messages when solicitations

are posted and updated on the City’s website. To take advantage of this feature, interested

parties may go to https://fallschurchva.gov/Bids and sign up for notifications.

All addenda will become part of any resulting contract and must be signed and submitted

with your proposal package.

C. Inquiries received by the City at the email addresses in the “INQUIRIES” section of the cover

page of this document less than five (5) business days before the due date for proposals will

not be given consideration. Any material question or interpretation of a requirement or

specification, as determined by the Purchasing Agent, will be expressed in the form of an

addendum which will be posted on the City’s website (https://fallschurchva.gov/Bids) no later

than three (3) business days before the due date for receipt of proposals. If utilized for the

initial RFP release, addenda or notices thereof will also be published through eVA (the

Commonwealth of Virginia’s e-procurement portal for registered suppliers

(https://eva.virginia.gov). Oral answers will not be authoritative.

D. The City is not liable for any costs incurred by any Offeror in connection with this RFP or

any response by any Offeror to this RFP. The expenses incurred by Offeror in the

preparation, submission, and presentation of the proposal are the sole responsibility of the

Offeror and may not be charged to the City.

E. ACCEPTANCE OF PROPOSALS - BINDING 180 DAYS: All proposals submitted shall be

binding for one hundred and eighty (180) days following solicitation due date, unless

extended by mutual consent of all parties. There will be no public Proposal opening.

F. CONTACT RESTRICTED – Except as otherwise provided herein, no Offeror shall initiate or

otherwise have contact with any City representative or employee, other than the Purchasing

Agent or Purchasing Agent’s designee concerning or related to this RFP, after the date of

this solicitation’s release and before award or cancellation of this RFP except with the

Page 4 of 18

RFP 0501-26 Pension Invest

foreknowledge and permission of the Purchasing Agent designee. Any contact in

contradiction to this requirement is prohibited and may cause the disqualification of the

Offeror from this procurement process.

G. INFORMATION RESTRICTED – All requests to or from an Offeror, potential Offeror or other

third party regarding information about this Solicitation, including its interpretation, progress,

negotiations and/or award status should be referred directly to the Purchasing Agent or

designee. Failure to comply with this requirement may be cause for an Offeror’s

disqualification. This restriction does not apply to reasonable and necessary communications

with existing or potential subcontractors or partners for the sole purpose of an Offeror’s

proposal development and/or proposal update under this Solicitation.

H. This solicitation is being conducted in accordance with the guidelines of the Competitive

Negotiation (Professional Services) method of contractor selection per the Virginia Public

Procurement Act (VPPA) and the City’s Purchasing Resolution both of which are

incorporated herein by reference.

III. COMPETITION INTENDED

A. It is the City’s intent that this Request for Proposals (RFP) permits competition. It shall be

the Offeror’s responsibility to advise the Purchasing Agent, in writing, if any language,

requirement, specification, etc., or any combination thereof, inadvertently restricts or limits

the requirements stated in this RFP to a single source. Such notification must be received

by the Purchasing Agent not later than ten (10) days prior to the date set for acceptance of

proposals. Any such notification shall be sent to the Purchasing Agent:

jwise@fallschurchva.gov with a copy to Purchasing@fallschurchva.gov. Confirmation of

email receipt shall be the responsibility of the notifying Offeror.

B. Nothing herein is intended to exclude any responsible Offeror or in any way restrain or

restrict competition. All qualified Offerors are encouraged to submit proposals.

IV. ELIGIBILITY

A. The following are minimum requirements for proposal submission:

1. The Offeror must submit its Virginia State Corporation Commission (SCC) registration

number or justification for exemption. See Section below entitled “Proof of Authority

to Transact Business in Virginia.”

2. The Offeror is responsible to determine which license(s), if any, are required to

perform the work specified in this RFP. Offerors shall note the applicable VA License

Number and include a copy of the applicable license(s) with their Proposal. If no

license is required, or licensing is not required at the time of Proposal submittal for a

federally funded project, Offeror shall so state on the Company Information Form.

3. It is the Offeror’s sole responsibility to have knowledge of the applicable licenses(s),

if any, associated with this solicitation’s scope of work. Any applicable license shall

be maintained during the term of any resultant contract.

B. Any person or firm, or agent of any person or firm, currently debarred, suspended or

otherwise excluded from participation in City procurement or submitting bids or proposals for

contracts by any other local government or agency of the Commonwealth of Virginia or the

Federal Government, is not eligible for contract award under this solicitation.

C. Any current debarment, suspended or excluded status (Federal, state or local jurisdiction)

must be disclosed on the Company Information Form attached to this solicitation.

D. The Offeror represents and warrants that:

1. Offeror is financially solvent and experienced in and competent to perform this type of

work; and.

Page 5 of 18

This page summarizes the opportunity, including an overview and a preview of the attached documents.

* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.

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Defined Benefits and Contributions Retirement Plans & Post Employment Benefits Consulting Services

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