Pinellas County - Deferred Compensation Plan Recordkeeping and Administration Services - 27-0092-RFP (2026)
Pinellas CountyCounty · Clearwater, FL- Due
- Dec 3, 2026
- 21 days left
- Posted
- Nov 10, 2026
- Contract term
- 10 years
- Primary contact
- True Kelly-Martin
- (727) 464-5228
The 30-second brief
Pinellas County is seeking proposals for 457(b) Deferred Compensation Plan recordkeeping and administration services to consolidate its multi-provider plan into a single provider. The Plan serves over 1,000 participants with approximately $216 million in total assets currently distributed across four providers: Empower, Corebridge, Nationwide, and MissionSquare. The scope includes full plan consolidation and conversion, investment management, participant education and communication, web/portal administration, reporting, and handling unforeseen emergency withdrawals, DROs, and death benefits. Proposals are due by December 3, 2026, and must be submitted electronically via OpenGov. A non-mandatory pre-proposal conference is scheduled via Microsoft Teams on November 17, 2026.
Overall Cost to Pinellas County (20%), Professional Qualifications, Company Stability, Years in Business (20%), Prior Experience, References, Existing Contracts with Similar Scope of Services (20%), Business Operational Plan in Relation to the County's Needs and Requirements (20%), Representative(s) Assigned to Pinellas County (10%), Participant Education, Communication, Support, Notifications (10%)
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Summary
Pinellas County is seeking proposals for 457(b) Deferred Compensation Plan recordkeeping and administration services to consolidate its multi-provider plan into a single provider.
The Plan serves over 1,000 participants with approximately $216 million in total assets currently distributed across four providers: Empower, Corebridge, Nationwide, and MissionSquare. The scope includes full plan consolidation and conversion, investment management, participant education and communication, web/portal administration, reporting, and handling unforeseen emergency withdrawals, DROs, and death benefits. Proposals are due by December 3, 2026, and must be submitted electronically via OpenGov. A non-mandatory pre-proposal conference is scheduled via Microsoft Teams on November 17, 2026.
EVALUATION CRITERIA
Overall Cost to Pinellas County (20%), Professional Qualifications, Company Stability, Years in Business (20%), Prior Experience, References, Existing Contracts with Similar Scope of Services (20%), Business Operational Plan in Relation to the County's Needs and Requirements (20%), Representative(s) Assigned to Pinellas County (10%), Participant Education, Communication, Support, Notifications (10%)
REQUIRED ATTACHMENTS
10- Contractor Acceptance Form
- OpenGov Electronic Pricing Proposal
- Questionnaire - Minimum Qualifications
- Cyber Security Questionnaire
- Price Page
- Foreign Countries of Concern Affidavit
- Common Carrier Attestation
- Human Trafficking Affidavit
- DEI Certification
- Contract Agreement
- Submit to
- https://procurement.opengov.com/portal/pinellasfl
- Duration
- 144 months
- Scope location
- Clearwater, FL
Questions about this RFP
How do I respond to this RFP from Pinellas County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 3, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://procurement.opengov.com/portal/pinellasfl. For questions, contact True Kelly-Martin.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Pinellas County in FL, 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 True Kelly-Martin at (727) 464-5228. 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: "Overall Cost to Pinellas County (20%), Professional Qualifications, Company Stability, Years in Business (20%), Prior Experience, References, Existing Contracts with Similar Scope of Services (20%), B..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Pinellas County?
All active and historical solicitations from Pinellas County are tracked and searchable. As a county agency, Pinellas 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 10 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of December 3, 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: Contractor Acceptance Form, OpenGov Electronic Pricing Proposal, Questionnaire - Minimum Qualifications, Cyber Security Questionnaire, Price Page, Foreign Countries of Concern Affidavit, Common Carrie. Review the full document from Pinellas 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: Clearwater, FL. Review the full solicitation for detailed scope requirements.