For earlier public announcements, please see
CalHR released a Request for Proposal (RFP 700-16-04) on December 29, 2016 seeking bids for Trustee, Custodian, and Securities Lending Services for Savings Plus, the State of California's $11.6 billion defined contribution plan.
The trustee/custodian and securities lending provider awarded through this RFP process will be used to replace the current trustee/custodian and securities lending provider in the Savings Plus Program's (Savings Plus) Deferred Compensation Plan (IRC 457) and Thrift Plan (IRC 401(k)).
CalHR intends that the successful firm will enter into Agreement with CalHR for a five-year period beginning January 1, 2018 with the option to extend the Agreement for up to two additional one-year periods.
Visit www.savingsplusnow.com for more information about Savings Plus.
The deadline for response to this RFP is February 16, 2016 at 3:00 p.m. (PT).
To get the RFP bid package:
You must have a Cal eProcure username and password to download the RFP. The Cal eProcure website contains instructions to register and to obtain your username and password. If you were able to register onto the website, but were unable to download the RFP, email the Contract Management Unit to request an electronic copy.
We're unable to answer questions about the needed services or RFP process. You must submit all questions about the RFP in accordance with the instructions in the RFP. There's no bidder's conference scheduled for this RFP.
Addendums are posted at Cal eProcure.
If you'd like to be on the bidders list for future Savings Plus RFP announcements, send us your:
Company Name Address City, State, ZIP Code Contact Name Title Telephone Number Fax Number Email Address
You may email this information to the Contracts Management Unit or mail it to:
Department of Human ResourcesAttention: Contracts Management Unit 1515 S Street, North Building, Suite 500 Sacramento, CA 95811-7258
NOTICE IS HEREBY GIVEN that the Merit Award Board will meet in Sacramento, California. Pursuant to California Insurance Code §10089.7, subdivision (j), the Bagley-Keene Open Meeting Act applies generally to meetings of the Board, and the meeting is open to the public—public participation, comments, and questions will be welcome for each agenda item. All items are appropriate for action if the Governing Board wishes to take action.
Persons with disabilities may request special accommodations at this or any future Merit Award Board meeting or may request the accommodation necessary to receive agendas or materials the Department of Human Resources prepares for Merit Award Board meetings. If you have questions or want to submit an accommodation request, please contact Jonathan Calabretta by telephone at 916-322-1360 or by email at firstname.lastname@example.org. We would appreciate hearing from you at least five days before the meeting date to best allow us to meet your needs.
State Training Room Department of Human Resources 1810 16th Street Sacramento, CA
DATE: Thursday, December 8, 2016
TIME: 2:00PM to 3:00PM
Jonathan CalabrettaCalifornia Department of Human ResourcesBenefits Division1515 S Street, North Building, Suite 500Sacramento, CA email@example.com 916.322.1360
California Department of Human Resources Contracts Division 1515 S Street, North Building, Suite 500 Sacramento, CA 95811
Nationwide BankFDIC Deposit Savings Account Product One Nationwide Plaza Columbus, OH 43215
MUFG; Union Bank, N.A.FDIC Deposit Savings Account Product 445 S. Figueroa Street, 5th FloorLos Angeles, CA 90071
If you have any questions, please contact:
Katie PaigeCalifornia Department of Human ResourcesContracts Management Unit 1515 S Street, North Building, Suite 500 Sacramento, CA firstname.lastname@example.org 916.324.0432
CalHR released a Request for Proposal (RFP 700-16-03) on June 15, 2016 seeking bids for the U.S. Core Plus Fixed Income (actively managed) investment category. Effective July 21, 2016 this RFP was placed on hold. This RFP should be reactivated by late early November 2016.
The public meeting will be held on Friday, September 30, 2016 in the CalHR Training room at 1810 16th Street, Sacramento, California 95811-7258. The public hearing will begin at 1:00 p.m. and will continue until 2:30 p.m.If a reasonable accommodation is needed, please contact Jonathan Calabretta, at least five (5) business days prior to the meeting date. If you have any other questions regarding this public meeting, you may also direct them to Jonathan Calabretta.
The Boston Company Asset Management, LLCUS Large Cap Growth EquityOne Boston PlaceBoston, MA 02108-4408
Voya Investment ManagementVoya Large Cap Growth230 Park AvenueNew York, NY 10169
Robeco Investment ManagementBoston Partners Large Cap Value EquityOne Beacon Street, 30th FloorBoston, MA 02108
The public meeting will be held on Monday, August 29, 2016 in the CalHR Training room at 1810 16th Street, Sacramento, California 95811-7258. The public hearing will begin at 11:00 a.m. and will continue until 12:30 p.m.
If a reasonable accommodation is needed, please contact Jonathan Calabretta, at least five (5) business days prior to the meeting date. If you have any other questions regarding this public meeting, you may also direct them to Jonathan Calabretta.
Meeting Agenda - Text Only (RTF)
California Department of Human Resources Benefits Division 1515 S Street, North Building, Suite 500 Sacramento, CA email@example.com 916.322.1360
The public meeting will be held on Monday, August 1, 2016 in the CalHR Training room at 1810 16th Street, Sacramento, California 95811-7258. The public hearing will begin at 1:30 p.m. and will continue until 3:00 p.m.
Meeting Agenda (PDF)
Repealed Regulations.docxSecretary of State Stamped Form 400.pdf
Nancy CraigCalifornia Department of Human ResourcesLegal Division1515 S Street, North Building, Suite 500Sacramento, CA firstname.lastname@example.org
Pursuant to Government Code Section 11347, CalHR hereby gives notice that it has decided not to proceed with the rulemaking action published in the California Regulatory Notice Register on 10/23/2015. This proposed rulemaking concerned county merit system regulations. The rulemaking did not proceed under the APA but instead as an exempt action under Government Code Section 19811.
Any interested person with questions concerning this rulemaking should contact Nancy Craig: