Children's Savings Account Program RFP


General Information
BAVN ID: 38430
Category: Personal Services
Type: Request For Proposal
Description: The CSA program will provide a college savings account to enrolled first grade students at Los Angeles Unified School District (LAUSD). The program will work with a financial institution to establish bank accounts for enrolled students, either as individual custodial accounts or in a pooled account structure, with the City of Los Angeles serving as Custodian in both cases.

This RFP seeks to solicit one or more organizations to provide the services under one or more of the following program categories:

•   CSA Financial Services - to provide (or create) banking services for the CSA program.
•   CSA Technology Partner - to provide or create an online platform for students and their families to view
account balances and receive notifications from HCIDLA
NAICS: 511210: Software Publishers
518210: Data Processing, Hosting, and Related Services
519190: All Other Information Services
522120: Savings Institutions
541511: Custom Computer Programming Services
541512: Computer Systems Design Services
611110: Elementary and Secondary Schools

* The current status is 'Amended'. The City has made a change to the contracting opportunity for which it is currently accepting bids/proposals.

Status
Status: Amended *
Posted: 11/25/19
Bid Due: 01/27/20 4:00 PM

Contact
Dept: Housing and Community Investment
Name: HCIDLA Procurement Unit
Email: hcidla.contractsprocurement@lacity.org
Phone: N/A

Amendments

Date Title
12/09/19 Proposers' Conference List of Attendees and PowerPoint Presentation
Documents posted are as follows: 1) PowerPoint Presentation 2) Conference Attendance

12/04/19 Technical Assistance Q&A #1-2

12/04/19 Addendum 1
This Addendum provides clarification on the Scope of Work for CSA Financial Services


Meetings

Date Location
12/05/19
at 2:00 PM
Los Angeles Housing and Community Investment Dept.
1200 W. 7th St., 9th floor, Conference Room 912
Los Angeles, CA 90017

Mandatory Proposers’ Conference - Please plan to arrive on time as credit may not be given if a proposer’s representative arrives late to the conference. Proposers may choose to participate in person or via webinar (please see page 10 of the RFP)


Documents

Please login to download listed documents for this opportunity.
Scope of Work Documents Uploaded Size
Children_s Savings Account Program RFP.pdf 11/21/19 8:10 AM 861.0 KB
Additional Documents Uploaded Size
01. Attchmt 1 - Prop Chcklst1.pdf 11/21/19 8:10 AM 215.0 KB
02. Attchmt 2 - LWO _ Serv Contr Wkr Reten.pdf 11/21/19 8:10 AM 2.13 MB
03. Attchmt 3 - LWO Exemptions.pdf 11/21/19 8:10 AM 402.0 KB
04. Attchmt 4 - Prop Wrkfrce Info_Non-Collusn Afdvt.pdf 11/21/19 8:10 AM 252.0 KB
05. Attchmt 5 - Collab Agrmt.pdf 11/21/19 8:10 AM 368.0 KB
07. Attchmt 7 - CA Iran Cntrt Act of 2010 Afdvt.pdf 11/21/19 8:11 AM 527.0 KB
08. Attchmt 8 - Corp Doc.pdf 11/21/19 8:11 AM 292.0 KB
09. Attchmt 9 - Child Supt Oblig.pdf 11/21/19 8:11 AM 114.0 KB
10. Attchmt 10 - CEC Form 55 Instructions.pdf 11/21/19 8:11 AM 134.0 KB
11. Attchmt 11 - Narratives.pdf 11/21/19 8:11 AM 416.0 KB
12. Attchmt 12 - Line-Item Budget Form.pdf 11/21/19 8:11 AM 363.0 KB
Addendum 1.pdf 12/04/19 1:45 PM 356.0 KB
CSA Program Mandatory Conference - Attendee List.pdf 12/09/19 11:50 AM 453.0 KB
Proposers_ Conference Presentation - CSA Program RFP.pdf 12/09/19 11:50 AM 456.0 KB
TA Q_A 1-2.pdf 12/04/19 1:45 PM 274.0 KB