Comprehensive Retirement Plan Services

Location:	New Mexico
Posted:	Jul 9, 2026
Due:	Aug 6, 2026
Agency:	City of Artesia
Type of Government:	State & Local
Category:	C - Architect and Engineering Services - Construction
Solicitation No:	26-0010
Publication URL:	To access bid details, please log in.

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THE CITY OF ARTESIA, NM

Professional Services

REQUEST FOR PROPOSALS (RFP)

Comprehensive Retirement Plan Services

RFP NUMBER

26-0010

RFP NAME

Comprehensive Retirement Plan Services

DEPARTMENT

Administration

DATE OF OPENING

TIME OF OPENING

August 6th, 2026

10:00 A.M.

PROPOSALS ARE DUE THURSDAY, AUGUST 6th, 2026, AT 10:00 A.M. OFFICE OF THE CHIEF

PURCHASING OFFICIAL, J.C. Park, 1805 S. 27th STREET, ARTESIA, NEW MEXICO 88210.

Mayor

Jeff Youtsey

District 1

District 2

District 3

District 4

City Council

Raul Rodriguez

Ignacio Mariscal

Joseph W. Wright

Jarrod Moreau

Allen K. Bratcher

Selah Perkins

Terry Hill

Michael Bunt

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I. INTRODUCTION

A. PURPOSE OF THIS REQUEST FOR PROPOSAL

The City of Artesia is requesting proposals from qualified firms to provide comprehensive retirement

plan services for the City of Artesia Money Purchase Pension Plan and 457(b) Plan.

The purpose of this RFP is to select a provider to assist with plan review, trustee services,

recordkeeping, administration, advisory support, participant education, compliance, including

transition services from the current provide and actuarial services as needed. The selected firm shall

work with the City and its local retirement board to ensure accurate reporting, proper allocation of

funds, and continued support for plan participants.

B. CHIEF PROCUREMENT OFFICER

1. The City of Artesia has assigned the Chief Procurement Officer, who is responsible for the

conduct of this procurement, whose name, address, telephone number, and e-mail address

are listed below:

Name:

Gabrielle Cronopulos, Chief Procurement Officer

Address: City of Artesia, 1805 S. 27th Street, Artesia, NM 88210

Telephone: 575-746-8290

Email:

gcronopulos@artesianm.gov

2. All deliveries of responses via express carrier must be addressed as follows:

Name: Gabrielle Cronopulos, Chief Procurement Officer

RFP Name: Comprehensive Retirement Plan Services

Address: 1805 S. 27th Street, Artesia, NM 88210

Any inquiries or requests regarding this procurement shall be submitted in writing to the Chief

Procurement Officer. Offerors may contact ONLY the Chief Procurement Officer regarding this

procurement. Other City employees or Evaluation Committee members do not have the authority to

respond on behalf of the City.

Protests of the solicitation or award shall be submitted in writing to the Chief Procurement Officer in

accordance with NMSA 1978, § 13-1-172. The protest period shall commence on the day following

the issue of the Notice of Award and shall remain open for fifteen (15) calendar days. Protests must

be received by the Chief Procurement Officer within the time prescribed by law. Protests may be

submitted by hand delivery or email to the contact listed in this RFP. It is the protestor's

responsibility to verify timely receipt by the City.

C. DEFINITION OF TERMINOLOGY

This section contains definitions of terms used throughout this procurement document, including

appropriate abbreviations:

“Agency” - means the City of Artesia.

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“Authorized Purchaser” - means an individual authorized by a Participating Entity to place orders

against this contract.

“Award” - means the final execution of the contract document.

‘’Budget’’ means a budget is a financial document used to project future income and expenses.

“Business Hours” - means 8:00 A.M. through 5:00 P.M. Mountain Standard or Mountain Daylight

Time, whichever is in effect on the date given.

“Chief Procurement Officer” means any person or designee authorized by a state agency or

local public body to enter into or administer contracts and make written determinations

regarding them.

“Close of Business” - means 5:00 P.M. Mountain Standard or Daylight Time, whichever is in use.

“Confidential” - means confidential financial information concerning the offeror’s organization and

data that qualifies as a trade secret in accordance with the Uniform Trade Secrets Act NMSA 1978

57-3-A-1 to 57-3A-7. (See NMAC 1.4.1.45.) As one example, no information that could be obtained

from a source outside this request for proposal can be considered confidential information.

“Contract" means any agreement to procure tangible personal property, services, or construction

items.

“Contractor" - means any business contracting with a state agency or local public body.

“Determination" means the written documentation of a procurement officer's decision, including

findings of fact required to support a decision. A determination becomes part of the procurement

file to which it pertains.

“Desirable" - means the terms "may," "can," "should," "preferably," or "prefers" identifies a

desirable or discretionary item or factor.

“Electronic Version/Copy” means a digital form consisting of text, images, or both readable on

computers or other electronic devices and including all content that the original and hard copy

proposals contain. The digital form may be submitted using a compact disc (CD) or USB flash drive.

The electronic version/copy can NOT be emailed.

“Evaluation Committee"- means a body appointed to evaluate offerors’ proposals.

“Evaluation Committee Report" - means a report prepared by the Chief Procurement Officer and

the Evaluation Committee for contract award. It will contain written determinations resulting from

the procurement.

“Finalist”- means an Offeror who meets all the mandatory specifications of this Request for

Proposal and whose score on evaluation factors is sufficiently high to merit further consideration by

the Evaluation Committee.

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“Hourly Rate” means the proposed, fully loaded maximum hourly rates that include travel, per

diem, fringe benefits, and any overhead costs for Contractor personnel and Subcontractor

personnel, if appropriate.

“Mandatory" means the terms "must," "shall," "will," "is required," or "are required," which identify a

mandatory item or factor. Failure to meet a mandatory item or factor will result in the rejection of the

Offeror’s proposal.

“Minor Technical Irregularities” means anything in the proposal that does not affect the price,

quality, quantity, or any other mandatory requirement.

“Multiple Source Award"- means an award of an indefinite-quantity contract for one or more similar

services, items of tangible personal property, or construction to more than one Offeror.

“Offeror" - is any person, corporation, or partnership who chooses to submit a proposal.

“Price Agreement" means a definite-quantity contract or indefinite-quantity contract that requires

the Contractor to furnish items of tangible personal property, services, or construction to a state

agency or a local public body that issues a purchase order, if the purchase order is within the

quantity limitations of the contract, if any.

“Procuring Agency"- means all State of New Mexico agencies, commissions, institutions, political

subdivisions, and local public bodies allowed by law to entertain procurements.

“Project”- means a temporary process undertaken to solve a well-defined goal or objective with

clearly defined start and end times, a set of clearly defined tasks, and a budget. The project

terminates once the project scope is achieved, and the project executive sponsor gives project

acceptance.

“Redacted” means a version/copy of the proposal with confidential information defined by NMAC

1.4.1.45 and defined herein of this RFP blacked out BUT NOT omitted or removed.

“Request for Proposal (RFP)"- means all documents, including those attached or incorporated by

reference, used for soliciting proposals.

“Responsible Offeror"- means an Offeror who submits a responsive proposal and who has

furnished, when required, information and data to prove that his financial resources, production or

service facilities, personnel, service reputation, and experience are adequate to make satisfactory

delivery of the services or items of tangible personal property described in the proposal.

“Responsive Offer"- means an offer that conforms in all material respects to the requirements

outlined in the request for proposal. Material respects of a proposal request include but are not

limited to, price, quality, quantity, or delivery requirements.

“Sealed”- means, in terms of a non-electronic submission, that the proposal is enclosed in a

package that is wholly fastened so that nothing can be added or removed. Open packages submitted

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will not be accepted except for packages that the delivery service itself may have damaged.

However, the City reserves the right to accept or reject packages where the delivery service has done

damage. Whether a package has been damaged by the delivery service or left unfastened and

should or should not be accepted is determined by the Chief Procurement Officer. By submitting a

proposal, the Offeror agrees to and concurs with this process and acknowledges the determination

of the Chief Procurement Officer in such cases.

“Staff"- means any individual who is a full-time, part-time, or independently contracted employee

with the Offerors’ company. “State (the State)”- means the State of New Mexico.

“State Agency” means any department, commission, council, board, committee, institution,

legislative body, agency, government corporation, educational institution, or official of the state's

executive, legislative, or judicial branch. “State agency” includes the purchasing division of the

general services department and the state purchasing agent but does not include local public

bodies.

“Statement of Concurrence” means an affirmative statement from the Offeror to the required

specification agreeing to comply with and concur with the stated requirement(s). This

statement shall be included in the Offeror’s proposal (E.g., “We concur,” “Understands and

Complies,” “Comply,” “Will Comply if Applicable,” etc.).

“Trained/Certified’’ - means a document certifying that the employee has taken a specific training

course for their job requirements.

“Unredacted” means a version/copy of the proposal containing all complete information, including

any that the Offeror would otherwise consider confidential. Such a copy is for use only for

evaluation.

“Written”- means typewritten on standard 8 ½ x 11-inch paper. Larger paper is permissible for

charts, spreadsheets, etc.

D. PROCUREMENT LIBRARY

A procurement library has been established. Offerors are encouraged to review the material

contained in the Procurement Library by selecting the link provided in the electronic version of this

document through their internet connection or by contacting the Chief Procurement Officer and

scheduling an appointment.

The library contains the information listed below:

Request for Proposal.

https://www.artesianm.gov/292/Purchasing

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This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

Bid Number:	26-0010
Bid Title:	Comprehensive Retirement Plan Services
Category:	Request for Proposal's & Invitation to Bid's
Status:	Open

Comprehensive Retirement Plan Services

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See also