City of Delta - Retirement Plan Services - RFP 2026-16 (2026)
City of DeltaCity · Delta, CO- Due
- Dec 2, 2026
- 17 days left
- Posted
- Nov 9, 2026
- Primary contact
- Jeannette Carmack
The 30-second brief
The City of Delta is seeking proposals from qualified retirement plan service providers to deliver comprehensive retirement plan administration, investment oversight, employee education, and ongoing support for its 3 retirement plan accounts (Reg 401A, PD 401A, 457 with a Roth Option) with approximately $14,776,920.00 combined. The selected provider will offer employee planning advice, individual counseling, investment performance monitoring, fiduciary responsibilities, payroll coordination, and Human Resources Department support. Proposals are due by December 2, 2026, at 11:00 am (MST), submitted electronically via email as a single ADA-compliant PDF document.
Qualifications, experience, proposed services, administrative capabilities, investment oversight approach, employee counseling services, educational programs, communication methods, payroll integration, contribution processing, reconciliation, reporting procedures, fee schedule
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Summary
The City of Delta is seeking proposals from qualified retirement plan service providers to deliver comprehensive retirement plan administration, investment oversight, employee education, and ongoing support for its 3 retirement plan accounts (Reg 401A, PD 401A, 457 with a Roth Option) with approximately $14,776,920.00 combined.
The selected provider will offer employee planning advice, individual counseling, investment performance monitoring, fiduciary responsibilities, payroll coordination, and Human Resources Department support. Proposals are due by December 2, 2026, at 11:00 am (MST), submitted electronically via email as a single ADA-compliant PDF document.
EVALUATION CRITERIA
13- Qualifications
- Experience
- Proposed services
- Administrative capabilities
- Investment oversight approach
- Employee counseling services
- Educational programs
- Communication methods
- Payroll integration
- Contribution processing
- Reconciliation
- Reporting procedures
- Fee schedule
REQUIRED ATTACHMENTS
Proposal Form, signed addenda
- Submit to
- [email protected]
- Scope location
- Delta, CO
Questions about this RFP
How do I respond to this RFP from City of Delta?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 2, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Jeannette Carmack.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Delta in CO, 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 Jeannette Carmack. 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: "Qualifications, experience, proposed services, administrative capabilities, investment oversight approach, employee counseling services, educational programs, communication methods, payroll integratio..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Delta?
All active and historical solicitations from City of Delta are tracked and searchable. As a city agency, City of Delta 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 2, 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: Proposal Form, signed addenda. Review the full document from City of Delta for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Delta, CO. Review the full solicitation for detailed scope requirements.
