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Public Announcements - 2019

12-03-2019: Notice of Intent to Award

Transition Management Services RFP #700-19-01

CalHR is awarding Request for Proposal #700-19-01 for Transition Management Services to the following candidates:

Citigroup Global Markets Inc.
388 Greenwich Street
New York, NY 10013

Pavilion Global Markets Ltd
1250 René‐Lévesque Blvd W, Suite 4025
Montréal, Quebec H3B 4W8 Canada

R​ussell Investments Implementation Services, LLC
1301 Second Avenue, 18th Floor
Seattle, WA 98101

​State Street Bank and Trust Company
State Street Financial Center
One Lincoln Street
Boston, MA 02111

Visit savingsplusnow.com for more information about Savings Plus.

The protest period expires December 10, 2019 at 3:00 p.m. (PT).​

​Contact Information:

Katie Paige
Contracts Management Unit
Division of Administrative Services
(916) 324-0432

admin.contracts@calhr.ca.gov

​11-26-2019: CalHR to Host Public Meeting of the statewide Merit Award Board on Wednesday, December 11, 2019

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.

Public Meeting

The public meeting will be held on Wednesday, December 13, 2019 in the Auditorium at the State Personnel Board, 801 Capitol Mall, Room 150, Sacramento, CA.  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.

Merit Award Board Meeting Agenda PDF | RTF

Contact

Jonathan Calabretta
California Department of Human Resources
Benefits Division
1515 S Street, North Building, Suite 500
Sacramento, CA 95811
(916) 322-1360
jonathan.calabretta@calhr.ca.gov

​​ 08-28-2019:​ 700-19-01, RFP Announcement 

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

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.​

​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​

08-23-2019: CalHR to Host Public Meeting of the statewide Merit Award Board on Friday, August 23, 2019

​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.

Public Meeting

The public meeting will be held on Friday, August 23, 2019 in the Auditorium at State Personnel Board, 801 Capitol Mall, Room 150, Sacramento, CA.  The public hearing will begin at       10:00 a.m. and will continue until 11:30 a.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.

Merit Award Board Meeting Agenda PDF RTF

​Contact

Jonathan Calabretta​
California Department of Human Resources
Benefits Division
1515 S Street, North Building, Suite 500
Sacramento, CA 95811
(916) 322-1360
jonathan.calabretta@calhr.ca.gov

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