City of Newnan 457(b) and 401(a) Deferred Compensation Plan RFP
City of Newnan, City of Newnan, GA·City
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- Primary Contact
- Cleatus Phillips
- Contract Term
- 5 years
- Scope Location
- Newnan, Georgia
- Submission Address
- Office of City Manager, City Hall; 25 LaGrange Street, Newnan, Georgia 30263
SUMMARY
The City of Newnan is soliciting proposals from qualified plan administrators to provide recordkeeping, administrative, actuarial, and compliance services for its 457(b) Deferred Compensation Plan and a new 401(a) Defined Contribution Plan. The RFP outlines submission guidelines, plan information, and detailed requirements for recordkeeping, regulatory services, loans, plan sponsor reporting, participant web and mobile services, voice response systems, call centers, communication and education, conversion, implementation, systems capabilities, cyber security, investments, trustee services, references, and fee proposals.
REQUIRED ATTACHMENTS
Sample services agreement or contract, Investment contract, Firm's ADV, Custodial and/or trust agreement, Administrative manual, Implementation plan and timeline, Standard plan sponsor reports, Standard annual trust statement, Plan sponsor and participant demo websites, Mobile capabilities demo, Technology platform overview, Detailed investment information, 408(b)(2) compliant fee disclosure, 404a-5 participant fee disclosure package, Participant statement, Key participant communications materials, Other materials/documents.
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Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from City of Newnan?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 18, 2023. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Office of City Manager, City Hall; 25 LaGrange Street, Newnan, Georgia 30263. For questions, contact Cleatus Phillips.
Where can I find more RFPs from City of Newnan?
All active and historical solicitations from City of Newnan are tracked and searchable. As a city agency, City of Newnan regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 5 years. Contract terms may include renewal options.
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: Sample services agreement or contract, Investment contract, Firm's ADV, Custodial and/or trust agreement, Administrative manual, Implementation plan and timeline, Standard plan sponsor reports, Standa. Review the full document from City of Newnan for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Newnan in GA, 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 Cleatus Phillips. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Newnan, Georgia. Review the full solicitation for detailed scope requirements.
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