Project Information

Bid Title

25-0318-RFP Deferred Compensation Plan Consultant

Issuing Agency

Pinellas County

Location

Florida

Published Date

Mar 11, 2025

Closing Date

Apr 10, 2025

Government Level

State & Local

Status

Closed

Ref. #

25-0318-RFP

Original Source

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Bid Documents

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Project Description

Project ID: 25-0318-RFP

Title: 25-0318-RFP Deferred Compensation Plan Consultant

Addenda: 0

Release Date: 3/11/2025

Due Date: 4/10/2025

Post Information

Posted At:Tue, Mar 11, 2025 8:27 AMSealed Bid Process:Yes (Bids Sealed / Pricing Sealed)Private Bid:No

Overview

Summary

Pinellas County Board of County Commissioners (PCBOCC) is soliciting proposals from qualified investment consultants to provide financial investment consultant services to the County’s 457(b) Deferred Compensation and Health Savings Account investment plans. The awardee will act as an independent reviewer of the Plan’s recordkeeping, administration, and investments. The initial contract term shall be effective upon execution, with a contract duration of five (5) years, to include the option to extend the contract for two (2) additional twelve (12) month renewal terms, upon mutual agreement with the County and the selected consultant. The awardee will provide financial investment consultant services to the County’s 457(b) Deferred Compensation and Health Savings Account investment plans, by acting as an independent reviewer of the Plan’s recordkeeping, administration, and investments.

Timeline

Issue Date:

March 11, 2025

Question Submission Deadline:

March 26, 2025, 12:00pm

Proposal Submission Deadline:

April 10, 2025, 3:00pm

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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