Ocala Police Officers' Retirement Fund Board of Trustees Agenda 2026-06-29
Foster & Foster proposes three-year admin contract
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Description
Foster & Foster, Inc. proposes a three-year professional plan administration engagement for the Ocala Police Officers’ Retirement System at an annual retainer of $85,000. The scope includes full-board administration, member support, financial reporting assistance, and state reporting, with specified rates for special projects and additional meetings.
Contract Details
Contract Amount
$85,000 annually; $7,083.34 per month; $250/hour special projects; $125/hour special travel; $2,800 per quarterly financial statement; $4,500 annual State Report
Vendor
FOSTER & FOSTER INC
Agency
Ocala Housing Authority, FL
Contract Type
PROFESSIONAL_SERVICES
Document Date
June 29, 2026
Contract Term
Three (3) years from effective date (fees guaranteed)
Renewal Info
Fees and hourly rates guaranteed for three years from the effective date; after three years, subject to annual adjustment based on CPI-U effective October 1. A 10% discount to the retainer if the general and fire plans also select Foster & Foster as administrator.
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