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Basic Information

Reference Number

0000366339

Issuing Organization

County of Livingston

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-LC-24-19

Title

Investment Advisor and Consulting Services

Source ID

PU.AG.USA.1085.C10746051

Details

Location

United States, Michigan, Livingston County

Purchase Type

Duration: 5 years

Piggyback Contract

Description

Livingston County, on behalf of the Retirement Plan Advisory Committee, is soliciting proposals from interested, qualified and experienced vendors to provide Investment Advisor and Consulting Services for 401(a) Defined Contribution Plan and 457(b) Deferred Compensation Plans.
Livingston County is not in need of moving investments to another plan administrator/recordkeeper; services needed would be for consulting services only.
It is anticipated services will commence on January 1, 2025 and end on December 31, 2029, for a five-year contract period at the discretion of the County based on satisfactory performance.

Dates

Publication

10/21/2024 03:04 PM EDT

Bid Intent

Not Available

Question Acceptance Deadline

10/28/2024 05:00 PM EDT

Questions are submitted online

Closing Date

11/18/2024 02:00 PM EST

Contact Information

Sean Regan

seanr@pcg-pro.com

Buyer Preferences, Guidelines & Requirements

General Requirements

- Certification/Training

- Insurance Required

- License Required

Award Requirements

- All or None Award

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Section 2.1	Company Profile with W-9 and Certificate of Insurance	Yes	No
Section 2.2	References	Yes	No
Section 2.3	Certificate of Compliance with Public Act 517 of 2012	Yes	No
Section 2.4	Proposal Submission Checklist	Yes	No
Addendum	Addendum Signature Page (s) *(If applicable)	Yes	No
Attachment A	Questionnaire	Yes	No
No entries

Additional Bidding Instructions

Bid Submission Deadline
The deadline for bid receipt is: November 18, 2024, 2:00 PM EST (the "Due Date").

Submit your bid response no later than 2:00 p.m. on November 18, 2024, as follows:

Submit all documents via email by November 18, 2024 at 2:00 p.m. EST to seanr@pcg-pro.com. Hard copy submissions will not be accepted.

Include the following in the Subject line of the email: RFP-LC-24-19: Investment Advisor and Consulting Services.

Include company name, phone number, and address in the body of the email.

Livingston County has no obligation to consider any proposal that is not timely received.

No bid responses submitted via fax or hard copy will be accepted.