County of Cattaraugus Section 457 Deferred Compensation Plan RFP 2026
Cattaraugus CountyCounty · Little Valley, NY- Due
- Feb 20, 2026
- Deadline passed
- Posted
- Jan 6, 2026
- Contract term
- 5 years
- Primary contact
- Kristine Phinney
The 30-second brief
The County of Cattaraugus is soliciting proposals from qualified agencies to provide trust, administrative, and investment services for its Section 457 Deferred Compensation Plan. Proposals are due by February 20, 2026.
Compliance with Regulations Section 9003.3(a)(1 through 7), best interest of plan participants
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Summary
The County of Cattaraugus is soliciting proposals from qualified agencies to provide trust, administrative, and investment services for its Section 457 Deferred Compensation Plan. Proposals are due by February 20, 2026.
EVALUATION CRITERIA
Compliance with Regulations Section 9003.3(a)(1 through 7), best interest of plan participants
REQUIRED ATTACHMENTS
5- Transmittal letter
- Completed questionnaire
- Exhibit A (Investment Performance)
- Exhibit B (Fee Schedule)
- Sample trust agreement
- Submit to
- Cattaraugus County Human Resources Department, 303 Court Street, Little Valley, NY 14755
- Scope location
- Little Valley, NY
- Reported agency
- County of Cattaraugus
Questions about this RFP
How do I respond to this RFP from Cattaraugus County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 20, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Cattaraugus County Human Resources Department, 303 Court Street, Little Valley, NY 14755. For questions, contact Kristine Phinney.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Cattaraugus County in NY, 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 Kristine Phinney. 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: "Compliance with Regulations Section 9003.3(a)(1 through 7), best interest of plan participants" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Cattaraugus County?
All active and historical solicitations from Cattaraugus County are tracked and searchable. As a county agency, Cattaraugus County 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: transmittal letter, completed questionnaire, Exhibit A (Investment Performance), Exhibit B (Fee Schedule), sample trust agreement. Review the full document from Cattaraugus County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Little Valley, NY. Review the full solicitation for detailed scope requirements.