City of Abilene RFP #CB-2722 Independent Governmental 457(b) Retirement Plan Consulting and Investment Advisory Services 2026
City of Abilene cityCity · Abilene, TX- Due
- Dec 18, 2026
- 37 days left
- Posted
- Nov 9, 2026
- Primary contact
- Melissa Gorman
- (325) 676-6226
The 30-second brief
The City of Abilene, Texas is seeking proposals from qualified vendors for independent governmental 457(b) deferred compensation plan consulting and investment advisory services under RFP #CB-2722. The selected consultant will advise the City on governance structure, investment research and monitoring, fee benchmarking, recordkeeper oversight, plan design compliance, and participant outcomes. Services include evaluating target date funds, reviewing investment policy statements, tracking recordkeeper service levels, and delivering quarterly reports. Proposals are due by December 18, 2026 at 3:00 PM CST, with written questions due by November 24, 2026. Submissions require two hard copies and an electronic copy via email to [email protected].
Scope of services and integration of plan functions 20, Cost of services 30, Dedicated Support and Account Management Team 15, Capability & capacity to perform the services for the project 20, References and experience with Similar Clients 15
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Summary
The City of Abilene, Texas is seeking proposals from qualified vendors for independent governmental 457(b) deferred compensation plan consulting and investment advisory services under RFP #CB-2722.
The selected consultant will advise the City on governance structure, investment research and monitoring, fee benchmarking, recordkeeper oversight, plan design compliance, and participant outcomes. Services include evaluating target date funds, reviewing investment policy statements, tracking recordkeeper service levels, and delivering quarterly reports. Proposals are due by December 18, 2026 at 3:00 PM CST, with written questions due by November 24, 2026. Submissions require two hard copies and an electronic copy via email to [email protected].
EVALUATION CRITERIA
Scope of services and integration of plan functions 20, Cost of services 30, Dedicated Support and Account Management Team 15, Capability & capacity to perform the services for the project 20, References and experience with Similar Clients 15
REQUIRED ATTACHMENTS
10- Signed cover letter
- Executive summary
- Organization details
- Point-by-point response
- Completed pricing schedules and disclosures
- Implementation or transition plan
- References and sample reports
- Exceptions to requirements
- Required City forms and certifications
- Insurance acknowledgments
- Submit to
- [email protected]
- Scope location
- Abilene, TX
- Reported agency
- City of Abilene
Questions about this RFP
How do I respond to this RFP from City of Abilene city?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 18, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Melissa Gorman.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Abilene city in TX, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Melissa Gorman at (325) 676-6226. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Scope of services and integration of plan functions 20, Cost of services 30, Dedicated Support and Account Management Team 15, Capability & capacity to perform the services for the project 20, Referen..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Abilene city?
All active and historical solicitations from City of Abilene city are tracked and searchable. As a city agency, City of Abilene city regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
Is this solicitation still open for submissions?
Based on the posted deadline of December 18, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Signed cover letter, Executive summary, Organization details, Point-by-point response, Completed pricing schedules and disclosures, Implementation or transition plan, References and sample reports, Ex. Review the full document from City of Abilene city for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Abilene, TX. Review the full solicitation for detailed scope requirements.