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Basic Information

Reference Number

0000029166

Issuing Organization

City of Littleton

Owner Organization

Human Resources

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-0005-2015

Title

Retirement Plan Fee and Investment Audit

Source ID

PU.AG.USA.1409

Details

Location

United States, Colorado

Delivery Point

Littleton, CO

Purchase Type

Term: 06/15/2015 02:00 AM EDT - 12/31/2015 02:00 AM EST

Piggyback Contract

Description

Summary of Specifications:
The City of Littleton is seeking proposals from qualified firms to provide a fee and investment audit of the City’s retirement vehicles through ICMA-RC. The plans include a police and civilian 401(a) plan with identical fund line up and loan requirements; and a 457 voluntary plan whose fund line up mirrors the line-up of the 401(a) plans but also allows for a brokerage window. The plan had assets of approximately $74 million as of March 2015.

Dates

Publication

04/02/2015 04:09 PM EDT

Question Acceptance Deadline

04/22/2015 07:00 AM EDT

Questions are submitted online

Closing Date

04/28/2015 07:00 AM EDT

Contact Information

Ruth Bruski

303-795-3765

rbruski@littletongov.org

Additional Information

Delivery Date

August 15, 2015

Contact 1 for questions

Mr. Erich Won Savage, HR Director, ewonsavage@littletongov.org

Payment Terms

Net 30

Other

Accepting Vendor Questions, Credit Card Payment Preferred

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Award Requirements

- All or None Award

Bid Submission Process

Bid Submission Type

Physical Bid Submission