RFP#407298 Recordkeeper and/or Wealth Mangement Se...

Agency: State Government of Virginia
State: Virginia
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Sep 23, 2024
Due Date: Oct 18, 2024
Solicitation No: RFP 77882
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Contact information: Please Login to View Page
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Description

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Details


RFP-77882


  • RFP#407298 Recordkeeper and/or Wealth Mangement Services
  • Status: Open
  • Time Left:24 days
  • Closing:10/18/24 2:30 PM
  • Issued:9/23/24 9:27 AM
  • Last Updated:
  • Buyer:Amy Murphy

  • amurphy@hrsd.com
  • 757-460-7312



RFP-77882


  • RFP#407298 Recordkeeper and/or Wealth Mangement Services
  • Status: Open
  • Time Left:24 days
  • Closing:10/18/24 2:30 PM
  • Issued:9/23/24 9:27 AM
  • Last Updated:
  • Buyer:Amy Murphy

  • amurphy@hrsd.com
  • 757-460-7312

Actions
Solicitation only accepts paper responses.
  • Issued By:Hampton Roads Sanitation District
  • Opportunity Type:Request for Proposals (RFP)
  • Category:Professional Services
  • Work Location:HRSD
  • Website:https://www.hrsd.com/procurement
  • Pre-Bid Conference:See solicitation documents for optional prebid/proposal conference/site visit.
  • Open Responses:See solicitation documents Public Opening information.
  • Summary:RFP#407298 Recordkeeper and/or Wealth Mangement Services NOTE: Do not respond through eVA. HRSD only accepts responses submitted online through HRSD's online Oracle ERP system. detailed information about this solicitation is available there. To register or log into HRSD's ERP system, please visit: https:www.hrsd.com/procurement. HRSD INVITES DEFINED CONTRIBUTION PLAN RECORDKEEPERS AND AND WEALTH MANAGEMENT/FINANCIAL ADVISORY
    FIRMS TO RESPOND TO THIS RFP TO PROVIDE JOINTLY OR INDIVIDUALLY RECORDKEEPING AND/OR WEALTH
    MANAGEMENT SERVICES.

    HRSD RESERVES THE RIGHT TO AWARD THE CONTRACT TO ONE SUPPLIER THAT CAN SATISFACTORILY PROVIDE BOTH
    SERVICES, OR AWARD SEPARATE CONTRACTS TO SUPPLIERS THAT INDIVIDUALLY SPECIALIZE IN EACH SERVICE.

    A pre-proposal conference will be held on Tuesday October 1, 2024 at 1:00 p.m. The purpose of this conference is to allow potential Offerors an opportunity to present questions and obtain clarification relative to any facet of this solicitation.

    This meeting is being held via Microsoft Teams. If you are interested in attending, please email Amy Murphy directly at amurphy@hrsd.com to receive additional instructions.

Documents
Document Size Description Posted On Type
407298_SUPPLIER_FINAL.pdf (188.55 KB) RFP#407298 Scope and Terms 9/23/24 RFx Document
Recordkeeper Questionnaire.docx (42.66 KB) Recordkeeper Questionnaire 9/23/24 RFx Document
Getting Started in ERP.pdf (142.06 KB) Getting Started in HRSD's ERP System 9/23/24 RFx Document
Wealth Management Questionnaire.docx (19.91 KB) Wealth Management Questionnaire 9/23/24 RFx Document
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* 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.