T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP

Location: New Jersey
Posted: Feb 7, 2025
Due: Feb 26, 2025
Agency: State of New Jersey
Type of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
Solicitation No: 24DPP01010
Publication URL: To access bid details, please log in.
Header Information
Bid Number:
24DPP01010
Description:
T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP
Bid Opening Date:
02/26/2025 02:00:59 PM
Purchaser:
Amira McFarland
Organization:
Division of Purchase and Property
Department:
DPP - Division of Purchase and Property
Location:
PROS1 - Professional Services
Fiscal Year:
25
Type Code:
01 - 01 - RFP
Allow Electronic Quote:
Yes

Alternate Id:

Required Date:
Available Date
:
10/07/2024 09:00:00 AM
Info Contact: Bid Type:
OPEN
Informal Bid Flag:

No
Purchase Method:
Contract
Begin Date:
05/01/2025
End Date:
04/30/2030
Pre Bid Conference:
Please refer to the Bid Solicitation.
Bulletin Desc:
Ship-to Address:
Division of Purchase and Property
33 West State Street
Trenton, NJ 08625
US
Email: njstart@treas.nj.gov
Phone: (609)341-3500
Bill-to Address:
Division of Purchase and Property
33 West State Street
Trenton, NJ 08625
US
Email: njstart@treas.nj.gov
Phone: (609)341-3500
Print Format:
Bid Print New

File Attachments:
T2327 Bid Amendment #5 02.07.25.docx
T2327 Bid Amendment #4 01.23.25.docx
T2327 Bid Amendment #3 12.20.24~1.docx
T2327 Bid Amendment #2 12.09.24.docx
T2327 Bid Amendment #1 11.26.24.docx
T2327 Bid Solicitation 10.07.24.docx
T2327 State-Supplied Price Sheet 10.07.24~1.xlsx
Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf
Attachment 2 - Standard Procurement Forms Packet~2.pdf
Attachment 3- State of NJ Technical Questionnaire~3.xlsx
Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf
Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx
Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf
Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf
Exhibit 4 -Fund Fact Sheets~1.zip
Appendix A - Performance Standards .docx
T2327 Optional Pre-Quote Conference~2.pptx

Form Attachments:
Required Quote Attachments

T Number:

T2327

NJ Cooperative Purchasing:

No

Green Solicitation:

No

Emergency Solicitation:

No

Small Business Category:

None

Bid Bond Required:

No

Performance Bond Required:

No

Retainage:

Refer to Bid Solicitation {RFP}.

Amendments:
Amendment # Amendment Date Amendment Note

1


11/26/2024 08:32:20 AM

Bid Amendment #1 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "12/03/2024 02:00:59 PM" to "12/17/2024 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "0" to "1". 2. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "1" to "2". 3. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "2" to "3". 4. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "3" to "4". 5. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "4" to "5". 6. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "5" to "6". 7. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "6" to "7". 8. File 'T2327 Bid Amendment #1 11.26.24.docx': File 'T2327 Bid Amendment #1 11.26.24.docx' added . 9. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "7" to "8". 10. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "8" to "9". 11. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "9" to "10". 12. File 'Appendix A - Performance Standards .docx': Order changed from "10" to "11". 13. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "11" to "12".

2


12/09/2024 08:45:42 AM

Bid Amendment #2 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "12/17/2024 02:00:59 PM" to "01/07/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "2" to "3". 2. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "3" to "4". 3. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "4" to "5". 4. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "5" to "6". 5. File 'T2327 Bid Amendment #2 12.09.24.docx': File 'T2327 Bid Amendment #2 12.09.24.docx' added . 6. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "6" to "7". 7. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "7" to "8". 8. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "8" to "9". 9. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "9" to "10". 10. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "10" to "11". 11. File 'Appendix A - Performance Standards .docx': Order changed from "11" to "12". 12. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "12" to "13". 13. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "1" to "2". 14. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "2" to "1".

3


12/20/2024 09:08:28 AM

Bid Amendment #3 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "01/07/2025 02:00:59 PM" to "01/29/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment #3 12.20.24~1.docx': File 'T2327 Bid Amendment #3 12.20.24~1.docx' added . 2. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "0" to "1". 3. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "1" to "2". 4. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "2" to "3". 5. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "3" to "4". 6. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "4" to "5". 7. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "5" to "6". 8. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "6" to "7". 9. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "7" to "8". 10. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "8" to "9". 11. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "9" to "10". 12. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "10" to "11". 13. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "11" to "12". 14. File 'Appendix A - Performance Standards .docx': Order changed from "12" to "13". 15. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "13" to "14".

4


01/23/2025 08:42:26 AM

Bid Amendment #4 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "01/29/2025 02:00:59 PM" to "02/12/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "11" to "12". 2. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "12" to "13". 3. File 'Appendix A - Performance Standards .docx': Order changed from "13" to "14". 4. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "14" to "15". 5. File 'T2327 Bid Amendment #4 01.23.25.docx': File 'T2327 Bid Amendment #4 01.23.25.docx' added . 6. File 'T2327 Bid Amendment #3 12.20.24~1.docx': Order changed from "0" to "1". 7. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "1" to "2". 8. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "2" to "3". 9. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "3" to "4". 10. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "4" to "5". 11. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "9" to "10". 12. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "10" to "11". 13. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "5" to "6". 14. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "6" to "7". 15. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "7" to "8". 16. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "8" to "9".

5


02/07/2025 07:33:20 AM

Bid Amendment #5 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "02/12/2025 02:00:59 PM" to "02/26/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment #5 02.07.25.docx': File 'T2327 Bid Amendment #5 02.07.25.docx' added . 2. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "9" to "10". 3. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "10" to "11". 4. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "11" to "12". 5. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "12" to "13". 6. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "13" to "14". 7. File 'Appendix A - Performance Standards .docx': Order changed from "14" to "15". 8. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "15" to "16". 9. File 'T2327 Bid Amendment #4 01.23.25.docx': Order changed from "0" to "1". 10. File 'T2327 Bid Amendment #3 12.20.24~1.docx': Order changed from "1" to "2". 11. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "2" to "3". 12. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "6" to "7". 13. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "7" to "8". 14. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "8" to "9". 15. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "4" to "5". 16. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "3" to "4". 17. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "5" to "6".

Item # 1:

(

958

-
39

)



The Bidder must submit its pricing using the State-Supplied Price Sheet accompanying this Bid Solicitation and located on the Attachments Tab. Please refer to Bid Solicitation Section 3.26 State-Supplied Price Sheet Instructions for more information.

NIGP Code:
958-39
Financial Management Services

Qty Unit Cost UOM Total Discount Amt. Total Cost

1.0




EA - Each








Manufacturer:

Brand:

Model:

Make:

Packaging:


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