CalHR will soon release a Request for Proposal (RFP 22-700-03) seeking bids for International Value and International Growth (actively managed) investments. The investments awarded through this RFP process will be used to replace the current International Value and International Growth investments in the Savings Plus Program’s 457(b) Deferred Compensation Plan and 401(k) Thrift Plan.
CalHR will consider institutionally managed investment vehicles including separately managed accounts, commingled trust funds, low-cost retail mutual funds, and institutional mutual funds that can operate in a daily valued recordkeeping environment.
CalHR’s investment portfolio is constructed through the use of twenty-three (23) separate accounts, two (2) commingled trust funds, and two (2) mutual funds.
CalHR intends that the successful firms will enter into individual agreements with CalHR for a five-year period beginning December 1, 2022, 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.
We plan to release this RFP on or about June 1, 2022.
TO GET THE RFP BID PACKAGETo get the RFP bid package:
- Visit Cal eProcure on or after June 1, 2022
- Click Get Public Procurement Information
- Search Event I.D. 22-700-03
- Register to receive updates about this RFP
ADDENDUMS
Addendums are posted at Cal eProcure. Only registered users are notified of such addendums via email.
BIDDERS LIST
To receive notice of the next Savings Plus RFP opportunity, provide the following information to the Contracts Management Unit:
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 according to the instructions provided within the RFP.
There is no bidder’s conference scheduled for this RFP.