RFP#407298 Recordkeeper and/or Wealth Mangement Se...
| Location: | Virginia |
|---|---|
| Posted: | Sep 23, 2024 |
| Due: | Oct 18, 2024 |
| Agency: | State Government of Virginia |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | RFP 77882 |
| Publication URL: | To access bid details, please log in. |
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Details
Details
RFP-77882
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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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