Deferred Compensation Plan Administration

Project Information

Bid Title
Deferred Compensation Plan Administration
Issuing Agency
Shelby County
Location
Tennessee
Published Date
Nov 25, 2025
Closing Date
Jan 6, 2026
Government Level
State & Local
Status
Closed
Ref. #
RFP 26-011-67
Original Source
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Project Description

Bid Title:
RFP 26-011-67 Deferred Compensation Plan Administration
Category:
Human Resources
Status:
Open

Publish Date:
Tuesday, November 25, 2025 - 9:30am
Close Date:
01/06/2026 - 3:00pm
Contact Person:
Christina Lemartin

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Bid Title
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Business Hours:
8:00am - 4:30pm
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Shelby County
Tennessee
Lee Harris, Mayor
Request for Proposal
Shelby County Government
Purchasing Department
160 N. Main Street, 5th Floor
Memphis, TN 38103
Issued: Tuesday, November 25, 2025
Due: Tuesday, January 6, 2026 no later than 3:00, P.M. (CDT)
RFP # 26-011-67
Deferred Compensation Plan Administration
(Human Resource)
Shelby County Government is soliciting written proposals, on a competitive basis, from interested and
qualified companies to provide recordkeeping, custody and related administrative services for Shelby
County Government’s Deferred Compensation Plan (Section 457(b)). Information regarding this
formal bid is located on the County’s website at www.shelbycountytn.gov. At the top of the home
page, click on the dropdown box under “Business”, and click on “Purchasing” and “Bids” to locate
the name of the above-described formal bid. Link: https://bids.shelbycountytn.gov/
IMPORTANT NOTES:
MANDATORY INFORMATION and FORMS – To properly respond and prepare your
proposal response, please make sure you pay close attention to all mandatory
information/forms requested, including signing and attaching all forms as required. This bid
clearly documents and outlines the format and what information is required at the time of
proposal submission.
COMPLETED EXCEL FILE – Vendor to answer directly in the scorecard (Excel file) all
information requested (minimum requirements and department-specific requirements). The
Excel file has two (2) yellow tabs/sheets named “MIN REQs” and “DEPT REQs”. Vendor to
enter their information only where yellow cells, are on those two (2) yellow tabs. Vendor to
submit with your proposal (both Printed and Digital formats). The Excel files must be submitted
on two (2) separate USB devices.
Sincerely,
Original Signature on File
Christina Le Martin, Buyer
Shelby County Government
Purchasing Department
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TABLE OF CONTENTS
I. INTRODUCTION
II. MINIMUM PROPOSER REQUIREMENTS
III. CORRESPONDENCE & QUESTIONS
IV. PROPOSAL SUBMISSION DEADLINE
V. PROPOSAL TIMELINE
VI. PROPOSAL CONDITIONS
VII. GENERAL REQUIREMENTS AND INFORMATION
VIII. AWARD OF CONTRACT
IX. PURPOSE / SCOPE OF WORK
X. CONTRACT REQUIREMENTS
XI. PROPOSAL SUBMISSION
XII. PROPOSAL EVALUATION AND SELECTION
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I. INTRODUCTION
Shelby County Government, (the “County”), is soliciting proposals from interested and
qualified Vendors to provide recordkeeping, custody and related administrative services for
Shelby County Government’s Deferred Compensation Plan (Section 457(b)) (the “Goods
and/or Services”). This Request for Proposal (“RFP”) is being released to invite interested and
qualified Vendors to prepare and submit proposals in accordance with instructions provided
where the successful proposer(s) will be selected and invited to enter into a contractual
relationship with Shelby County for the Goods and/or Services outlined in this RFP, and per
proposal(s) received.
In this RFP, the terms Proposer, Vendor, Bidder, Consultant, Contractor, and Provider are
used interchangeably unless the context indicates otherwise.
All specifications are part of this bid and general terms and conditions (as outlined in the
Terms of this bid). They shall become a part of and be included in any contract/purchase
order/systems contract resulting from any award.
These specifications are not intentionally written to favor any one manufacturer or service
provider and are only for the purpose of indicating generally the type of work required of said
bid. Any responsible Bidder who considers these specifications to be of a non-competitive
nature should immediately contact the Administrator of Purchasing.
II. MINIMUM PROPOSER REQUIREMENTS
In order to be considered as “responsive”, all Proposers must answer and provide
justifications for ALL below minimal requirements.
The information requested below is to be answered directly in the scorecard
Excel file by all Vendors and submitted as part of your proposal (both Printed
and Digital formats).
1. Provide all appropriate Licenses and Certifications required in the State of Tennessee
to provide the goods and/or perform the Services required. Provide a copy of your
current Shelby County Business License (if the business is located in Shelby County,
TN).
2. Must provide active Equal Opportunity Compliance BRN and Vendor number, or
your applications are “in” the EOC system and the Purchasing system for processing
(refer to details outlined below) – please list all your Shelby County active BRN’s.
3. Adherence to all provisions of Title VI requirements – please attest and provide
proof/documentation if necessary.
4. Independent Vendors (sole proprietors) must adhere to State of Tennessee Public
Chapter No. 436, known as the “Tennessee Lawful Employment Act” (the effective
date of 01/01/12) – please provide proof and documentation of employment eligibility
4
(driver’s license…); Otherwise, mention you are NOT an Independent Vendors (sole
proprietors).
5. FORM - Drug-Free Workplace Affidavit must be completed, signed, and notarized
with your bid/proposal – even if less than 5 employees.
6. Must attest to a minimum of five ( 5 ) years of experience providing the goods and/or
performing the services described in this bid.
7. Must attest to having the resources and commitment to complete all components of the
overall project promptly.
8. Must attest to not being in or have been in bankruptcy, conservatorship, receivership,
or possession by a regulatory agency.
9. Must attest to not having any professional or personal financial interest, which could
be a possible conflict of interest in representing the Shelby County Deferred
Compensation Plan.
Shelby County BRN and Vendor numbers
Please be advised, references and instructions regarding the Equal Opportunity
Compliance Office (EOC) are subject to change. In the event there is a change prior to the
conclusion of the solicitation, the instructions will be updated. The current registration
process will continue until further notice.
As a part of doing business with Shelby County Government (SCG), each individual, company,
or organization is required to have active BRNL and Vendor numbers before starting to provide
goods/services to SCG.
To obtain an SCG Equal Opportunity Compliance (EOC) BRN (as well as an
BRNL, if applicable) and the SCG Vendor number, please submit an online
application, as described below. The EOC and Vendor applications are
combined.
Online Application Process
Go to: https://apps.shelbycountytn.gov/EOCPublic/
Complete and submit the application online only.
Note: Prior to accessing the application, please read the application instructions in
its entirety to make sure that you completely understand all of the information that
will be required on the application.
Upon receiving the BRN, the application will be forwarded to the Purchasing Department for
processing. You will receive your Vendor number via email.
5
Commodity Codes
  • NAICS 541611Administrative Management and General Management Consulting Services
  • NAICS 541612Human Resources Consulting Services
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