MSRP Plan Administrator Services for Supplemental Retirement Plans RFP G50B5600001

Agency: State Government of Maryland
State: Maryland
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 611430 - Professional and Management Development Training
  • 611710 - Educational Support Services
Posted Date: Oct 16, 2024
Due Date: Nov 29, 2024
Solicitation No: BPM046748
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Contact information: Please Login to View Page
Bid Documents: Please Login to View Page

Description

ID: BPM046748
Title: MSRP Plan Administrator Services for Supplemental Retirement Plans RFP G50B5600001
Status: Open
Due / Close Date: 11/29/2024
Publish Date: 10/16/2024 4:11:22 PM
Main Category: Accounting and bookkeeping services
Solicitation Type: RFP: Double Envelope Proposal
Issuing Agency: Maryland Teachers & State Employees Supplemental Retirement Plans

Solicitation Summary
Title
MSRP Plan Administrator Services for Supplemental Retirement Plans RFP G50B5600001
ID
BPM046748
Alternate ID
Lot #
1
Round #
1
Status
Open
Due / Close Date (EST)
Nov 29 2024 1:00PM
Due / Close Date (EST)
Nov 29 2024 1:00PM
Solicitation Type
RFP: Double Envelope Proposal
Main Category
Accounting and bookkeeping services
Issuing Agency
MSRP - Director's Office
Procurement Officer / Buyer
Damien WORD
See All
Email
damien.word1@maryland.gov
Solicitation Summary
The Maryland Teachers & State Employees Supplemental Retirement Plans (“MSRP”), on behalf of the MSRP Board of Trustees (the “Board”), is issuing this Request for Proposals (RFP) to procure professional services for governmental defined contribution plan administration, communications, enrollment, transaction processing, and record-keeping services for the following four Plans under its administration: the 457(b) Deferred Compensation Plan; the 401(k) Savings & Investment Plan; the 403(b) Tax Sheltered Annuity Plan; and the 401(a) Match Plan - as further described in the RFP.
It is the Board’s intention to obtain services, as specified in the RFP, from a Contract between the selected Offeror and the State.

The Board intends to make a single award as a result of this RFP.

An Offeror, either directly or through its subcontractor(s), must be able to provide all services and meet all of the requirements requested in this solicitation and the successful Offeror (the Contractor) shall remain responsible for Contract performance regardless of subcontractor participation in the work.

The purpose of the RFP is to procure, through competitive sealed proposals, professional services for governmental defined contribution plan administration, communications, enrollment, transaction processing, and record-keeping services for the four Plans: the 457(b) Deferred Compensation Plan; the 401(k) Savings & Investment Plan; the 403(b) Tax Sheltered Annuity Plan; and the 401(a) Match Plan.
Additional Instructions
Project Cost Class
H - Over $15,000,000
Pre-Bid Conference Information
Pre-Bid Conference Date (EST)
Oct 28 2024 1:00PM
Pre-Bid Conference Details
October 28, 2024 (Monday) at 1:00 PM Local Time Will be held via Zoom See Section 4.3 for additional details. See Attachment 2 to RSVP by October 24, 2024 (Thursday) to Attend
Small Business Reserve Designation
No

Procurement Program Participation Goals

VSBE Participation (%)
1.0
MBE Participation (%)
20.00
African American MBE Participation (%)
Asian American MBE Participation (%)
Hispanic American MBE Participation (%)
Women-Owned MBE Participation (%)
DBE Participation (%)
SBE Participation (%)
Socio Economic Participation Criteria
Attachments
RFx Documents for MSRP Plan Administrator Services for Supplemental Retirement Plans RFP G50B5600001 (BPM046748) - Lot : 1 / Round : 1
Title Type Att. Last Modified on UTC-4 Creation Date UTC-4 Validity End Date
2024 MSRP Plan Administrator Services for Supplemental Retirement Plans RFP - G50B5600001 Specification Document (Approved) 10/16/2024 4:04:45 PM 10/16/2024 4:04:45 PM
B-2 - Financial Proposal Worksheet Attachments & Appendixes (Approved) 10/16/2024 12:08:48 PM 10/16/2024 12:08:48 PM
Appendix 11- Quarterly/Year-End Unaudited Financial Statements Attachments & Appendixes (Approved) 10/16/2024 12:06:33 PM 10/16/2024 12:06:33 PM
Attachment P - Prime-Contractor-List-of-ALL-Subcontractors Attachments & Appendixes (Approved) 10/16/2024 12:05:04 PM 10/16/2024 12:05:04 PM
Attachment M -List-of-Current-or-Prior-State-Contracts Attachments & Appendixes (Approved) 10/16/2024 12:04:11 PM 10/16/2024 12:04:11 PM
Attachment M -List-of-Current-or-Prior-State-Contracts Attachments & Appendixes (Approved) 10/16/2024 12:03:26 PM 10/16/2024 12:03:26 PM
Attachment L -Reference-Checks Attachments & Appendixes (Approved) 10/16/2024 12:02:39 PM 10/16/2024 12:02:39 PM
Attachment F - Bidder-Offeror-Information-Sheet Attachments & Appendixes (Approved) 10/16/2024 12:01:50 PM 10/16/2024 12:01:50 PM
Attachment C -Bid-Bond Attachments & Appendixes (Approved) 10/16/2024 12:01:11 PM 10/16/2024 12:01:11 PM
Attachment-A -Bid-Proposal-Affidavit Attachments & Appendixes (Approved) 10/16/2024 12:00:42 PM 10/16/2024 12:00:42 PM
Attachment I - Conflict-of-Interest-Affidavit Attachments & Appendixes (Approved) 10/16/2024 12:00:13 PM 10/16/2024 12:00:13 PM
Attachment G -Maryland-Living-Wage-Requirements-Affidavit-of-Agreement Attachments & Appendixes (Approved) 10/16/2024 11:59:42 AM 10/16/2024 11:59:42 AM
Attachment E- VSBE Forms Attachments & Appendixes (Approved) 10/16/2024 11:59:20 AM 10/16/2024 11:59:20 AM
Attachment D - MBE-Forms-1 Attachments & Appendixes (Approved) 10/16/2024 11:58:44 AM 10/16/2024 11:58:44 AM
APPENDIX 7 - MSRP Enrollment Materials Attachments & Appendixes (Approved) 10/16/2024 11:58:10 AM 10/16/2024 11:58:10 AM
APPENDIX 3 - MSRP Board Report Attachments & Appendixes (Approved) 10/16/2024 11:56:57 AM 10/16/2024 11:56:57 AM
16 Result(s)
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