Transition Management Services
CalHR released a Request for Proposal (RFP), 700-19-01, on August 28, 2019, to obtain proposals for transition management services. The Agreements awarded through this RFP process will replace the current transition management service Agreements for the Savings Plus Program (Savings Plus), the State of California’s approximately $15 billion 401(k) Thrift Plan and 457(b) Deferred Compensation Plan.
CalHR intends to create a transition management services bench, and therefore, intends to enter into an Agreement with multiple transition management firms.
CalHR intends that the successful firm(s) will enter into an individual Agreement with CalHR for a five-year period beginning February 1, 2020, with the option to extend the Agreement for up to two (2) additional one-year periods.
Visit savingsplusnow.com for more information about Savings Plus.
The deadline for response to this RFP is October 16, 2019, at 3:00 p.m. (PT).
TO GET THE RFP BID PACKAGE
To get the RFP bid package:
- Visit Cal eProcure on or after August 28, 2019
- Click Get Public Procurement Information
- Search Event I.D. 700-19-01
- Register to receive updates about this RFP
ADDENDUMS
Addendums are posted at Cal eProcure. Registered users are notified of such addendums via email.
BIDDERS LIST
To join or remain on the Bidders List for the next Savings Plus RFP announcement, provide the following information to CalHR’s Contracts Management Unit.
Note: Firms that do not respond will be removed from the Bidders List and will not receive future RFP announcements.
Company Name
Address
City, State, ZIP Code
Contact Name
Title
Telephone Number
Fax Number
Email Address
You may email this information to admin.contracts@calhr.ca.gov or mail it to:
Department of Human Resources
Attention: Contracts Management Unit
1515 S Street, North Building, Suite 500
Sacramento, CA 95811-7258
QUESTIONS
CalHR will only answer questions about the RFP in accordance with the instructions provided within the RFP.
There is no bidder’s conference scheduled for this RFP.