Project Information

Bid Title

T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP

Issuing Agency

State of New Jersey

Location

New Jersey

Published Date

Feb 19, 2025

Closing Date

Mar 19, 2025

Government Level

State & Local

Status

Closed

Ref. #

24DPP01010

Original Source

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Bid Documents

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Project Description

Header Information
Bid Number:	24DPP01010	Description:	T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP	Bid Opening Date:	03/19/2025 02:00:59 PM
Purchaser:	Amira McFarland	Organization:	Division of Purchase and Property
Department:	DPP - Division of Purchase and Property	Location:	PROS1 - Professional Services
Fiscal Year:	25	Type Code:	01 - 01 - RFP	Allow Electronic Quote:	Yes
Alternate Id:		Required Date:		Available Date :	10/07/2024 09:00:00 AM
Info Contact:		Bid Type:	OPEN	Informal Bid Flag:	No
Purchase Method:	Contract
Begin Date:	05/01/2025	End Date:	04/30/2030
Pre Bid Conference: Please refer to the Bid Solicitation. Bulletin Desc:
Ship-to Address:	Division of Purchase and Property 33 West State Street Trenton, NJ 08625 US Email: njstart@treas.nj.gov Phone: (609)341-3500	Bill-to Address:	Division of Purchase and Property 33 West State Street Trenton, NJ 08625 US Email: njstart@treas.nj.gov Phone: (609)341-3500	Print Format:	Bid Print New
File Attachments:	T2327 Bid Amendment #6 - 02.19.25 - .docx T2327 Bid Amendment #5 02.07.25.docx T2327 Bid Amendment #4 01.23.25.docx T2327 Bid Amendment #3 12.20.24~1.docx T2327 Bid Amendment #2 12.09.24.docx T2327 Bid Amendment #1 11.26.24.docx T2327 Bid Solicitation 10.07.24.docx T2327 State-Supplied Price Sheet 10.07.24~1.xlsx Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf Attachment 2 - Standard Procurement Forms Packet~2.pdf Attachment 3- State of NJ Technical Questionnaire~3.xlsx Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf Exhibit 4 -Fund Fact Sheets~1.zip Appendix A - Performance Standards .docx T2327 Optional Pre-Quote Conference~2.pptx
Form Attachments:
Required Quote Attachments
T Number:	T2327
NJ Cooperative Purchasing:	No
Green Solicitation:	No
Emergency Solicitation:	No
Small Business Category:	None
Bid Bond Required:	No
Performance Bond Required:	No
Retainage:	Refer to Bid Solicitation {RFP}.
Amendments:	Amendment # Amendment Date Amendment Note 1 11/26/2024 08:32:20 AM Bid Amendment #1 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "12/03/2024 02:00:59 PM" to "12/17/2024 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "0" to "1". 2. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "1" to "2". 3. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "2" to "3". 4. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "3" to "4". 5. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "4" to "5". 6. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "5" to "6". 7. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "6" to "7". 8. File 'T2327 Bid Amendment #1 11.26.24.docx': File 'T2327 Bid Amendment #1 11.26.24.docx' added . 9. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "7" to "8". 10. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "8" to "9". 11. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "9" to "10". 12. File 'Appendix A - Performance Standards .docx': Order changed from "10" to "11". 13. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "11" to "12". 2 12/09/2024 08:45:42 AM Bid Amendment #2 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "12/17/2024 02:00:59 PM" to "01/07/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "2" to "3". 2. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "3" to "4". 3. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "4" to "5". 4. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "5" to "6". 5. File 'T2327 Bid Amendment #2 12.09.24.docx': File 'T2327 Bid Amendment #2 12.09.24.docx' added . 6. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "6" to "7". 7. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "7" to "8". 8. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "8" to "9". 9. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "9" to "10". 10. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "10" to "11". 11. File 'Appendix A - Performance Standards .docx': Order changed from "11" to "12". 12. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "12" to "13". 13. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "1" to "2". 14. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "2" to "1". 3 12/20/2024 09:08:28 AM Bid Amendment #3 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "01/07/2025 02:00:59 PM" to "01/29/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment #3 12.20.24~1.docx': File 'T2327 Bid Amendment #3 12.20.24~1.docx' added . 2. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "0" to "1". 3. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "1" to "2". 4. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "2" to "3". 5. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "3" to "4". 6. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "4" to "5". 7. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "5" to "6". 8. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "6" to "7". 9. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "7" to "8". 10. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "8" to "9". 11. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "9" to "10". 12. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "10" to "11". 13. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "11" to "12". 14. File 'Appendix A - Performance Standards .docx': Order changed from "12" to "13". 15. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "13" to "14". 4 01/23/2025 08:42:26 AM Bid Amendment #4 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "01/29/2025 02:00:59 PM" to "02/12/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "11" to "12". 2. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "12" to "13". 3. File 'Appendix A - Performance Standards .docx': Order changed from "13" to "14". 4. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "14" to "15". 5. File 'T2327 Bid Amendment #4 01.23.25.docx': File 'T2327 Bid Amendment #4 01.23.25.docx' added . 6. File 'T2327 Bid Amendment #3 12.20.24~1.docx': Order changed from "0" to "1". 7. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "1" to "2". 8. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "2" to "3". 9. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "3" to "4". 10. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "4" to "5". 11. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "9" to "10". 12. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "10" to "11". 13. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "5" to "6". 14. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "6" to "7". 15. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "7" to "8". 16. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "8" to "9". 5 02/07/2025 07:33:20 AM Bid Amendment #5 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "02/12/2025 02:00:59 PM" to "02/26/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment #5 02.07.25.docx': File 'T2327 Bid Amendment #5 02.07.25.docx' added . 2. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "9" to "10". 3. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "10" to "11". 4. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "11" to "12". 5. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "12" to "13". 6. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "13" to "14". 7. File 'Appendix A - Performance Standards .docx': Order changed from "14" to "15". 8. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "15" to "16". 9. File 'T2327 Bid Amendment #4 01.23.25.docx': Order changed from "0" to "1". 10. File 'T2327 Bid Amendment #3 12.20.24~1.docx': Order changed from "1" to "2". 11. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "2" to "3". 12. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "6" to "7". 13. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "7" to "8". 14. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "8" to "9". 15. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "4" to "5". 16. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "3" to "4". 17. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "5" to "6". 6 02/19/2025 08:56:46 AM Bid Amendment #6 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "02/26/2025 02:00:59 PM" to "03/19/2025 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Optional Pre-Quote Conference~2.pptx': Order changed from "16" to "17". 2. File 'T2327 State-Supplied Price Sheet 10.07.24~1.xlsx': Order changed from "6" to "7". 3. File 'Attachment 1 - State of New Jersey Standard Terms and Conditions 2.8.2024~4.pdf': Order changed from "7" to "8". 4. File 'Attachment 2 - Standard Procurement Forms Packet~2.pdf': Order changed from "8" to "9". 5. File 'T2327 Bid Amendment #6 - 02.19.25 - .docx': File 'T2327 Bid Amendment #6 - 02.19.25 - .docx' added . 6. File 'T2327 Bid Amendment #5 02.07.25.docx': Order changed from "0" to "1". 7. File 'T2327 Bid Amendment #4 01.23.25.docx': Order changed from "1" to "2". 8. File 'T2327 Bid Amendment #3 12.20.24~1.docx': Order changed from "2" to "3". 9. File 'T2327 Bid Amendment #2 12.09.24.docx': Order changed from "3" to "4". 10. File 'T2327 Bid Amendment #1 11.26.24.docx': Order changed from "4" to "5". 11. File 'T2327 Bid Solicitation 10.07.24.docx': Order changed from "5" to "6". 12. File 'Attachment 3- State of NJ Technical Questionnaire~3.xlsx': Order changed from "9" to "10". 13. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~1.pdf': Order changed from "10" to "11". 14. File 'Exhibit 1_DCP-DCRP Demographic and Investment Information ~1.xlsx': Order changed from "11" to "12". 15. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~1.pdf': Order changed from "12" to "13". 16. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~1.pdf': Order changed from "13" to "14". 17. File 'Exhibit 4 -Fund Fact Sheets~1.zip': Order changed from "14" to "15". 18. File 'Appendix A - Performance Standards .docx': Order changed from "15" to "16".

Item # 1: ( 958 - 39 ) The Bidder must submit its pricing using the State-Supplied Price Sheet accompanying this Bid Solicitation and located on the Attachments Tab. Please refer to Bid Solicitation Section 3.26 State-Supplied Price Sheet Instructions for more information.

NIGP Code: 958-39 Financial Management Services Qty Unit Cost UOM Total Discount Amt. Total Cost 1.0 EA - Each Manufacturer: Brand: Model: Make: Packaging:

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 561110Office Administrative Services

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