Third Party Administrator & Investment Management Services


General Information
BAVN ID: 29155
Category: Personal Services
Type: Request For Proposal
Description: The City of Los Angeles is seeking Third-Party-Administrator (TPA) and investment management services for the City of Los Angeles Pension Savings Plan (PSP). The PSP is a non-qualified tax-deferred savings program for part-time, temporary, and seasonal City employees established in 1993 under Internal Revenue Code (IRC) Section 457/3121 and City of Los Angeles Administrative Code, Division 4, Chapter 16, Sec. 4.1600-4.1615. Included within the scope of services are recordkeeping, communications, administrative, and investment management functions.

Subcontractors must ask prime contractors for sub scopes of service.
Prime NAICS: 524292: Third Party Administration of Insurance and Pension Funds
Sub NAICS: 323111: Commercial Printing (except Screen and Books)
523991: Trust, Fiduciary, and Custody Activities
523999: Miscellaneous Financial Investment Activities
923130: Administration of Human Resource Programs (except Education, Public Health, and Veterans' Affairs Programs)

* The current status is 'Closed'. The City is performing the technical evaluations of the bids/proposals that were submitted prior to the Bid Due date and time.
** There is an online Business Inclusion Outreach requirement. All outreach must be completed by 03/08/17 at 11:59 PM. No outreach will be allowed or considered on or after 03/09/17 12:00 AM.
No meetings scheduled

Status
Status: Closed *
Posted: 01/09/17
Outreach Due: 03/09/17 12:00 AM **
Bid Due: 03/23/17 3:00 PM
Summary Due: 03/24/17 4:30 PM

Contact
Dept: Personnel
Name: Michael Daco

Documents

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Scope of Work Documents Uploaded Size
PSP TPA RFP 2016.docx 01/09/17 3:23 PM 404.0 KB
Additional Documents Uploaded Size
Addendum - Cover for Checklist and Standard Provision Forms 03/13/17 4:35 PM 14.0 KB
Checklist & Standard Provisions 01/09/17 4:27 PM 34.88 MB
PSP RFP Question Set 3 03/22/17 1:08 PM 180.0 KB
PSP RFP Question Set _2 - Final.pdf 03/21/17 11:48 AM 86.0 KB
Questions Draft _1 _Final.DOCX 02/22/17 3:40 PM 27.0 KB
Standard Provisions rev 1-17 with Checklist rev 7-14 (CK) 03/13/17 4:35 PM 11.28 MB
Business Inclusion Program (BIP)
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