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Basic Information

Reference Number

0000035770

Issuing Organization

City of Greeley

Owner Organization

Human Resources

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP- # HR16-301

Title

Retirement Plan Fiduciary Review

Source ID

PU.AG.USA.1276

Details

Location

United States, Colorado

Delivery Point

Greeley, CO

Purchase Type

One Time Only- Delivery Date:TBD

Piggyback Contract

Description

Summary of Specifications:
The City of Greeley is seeking proposals from qualified firms to provide a fee and investment audit of the City’s retirement vehicles through Principal Financial Group (PFG). The plans include a Sworn Police 401(a) plan, and a general employee 401(k) which plan whose fund line up mirrors the line-up of the 401(a) plans. These plans had assets of approximately $95 million as of June 2016.

Dates

Publication

08/01/2016 05:57 PM EDT

Question Acceptance Deadline

08/18/2016 11:00 AM EDT

Questions are submitted online

Closing Date

08/25/2016 11:00 AM EDT

Contact Information

Mark Buhler

970-350-9712

mark.buhler@greeleygov.com

Additional Information

Payment Terms

30 days

Other

House Bill/debarment forms required, Accepting Vendor Questions

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Bid Submission Process

Bid Submission Type

Physical Bid Submission