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Public Announcements

09-19-2022: Trustee/Custodian and Securities Lending Services for the Savings Plus Program – RFP Announcement

CalHR will soon release a Request for Proposal (RFP 22-700-01) seeking bids for Trustee/Custodian and Securities Lending Services for the Savings Plus Program (Savings Plus), the State of California's $18.5 billion Defined Contribution Plan, which consists of a 457(b) Plan, 401(k) Plan, and Part-time, Seasonal, and Temporary Employees Retirement Program.

The Agreements awarded through this RFP process will be used to replace the current Agreement for Trustee/Custodian and Securities Lending Services for Savings Plus.

CalHR intends that the successful firm will enter into two simultaneous Agreements with CalHR (one for Trustee/Custodial services and one for Securities Lending Program services), each for a five-year period beginning January 1, 2024 with the option to extend the Agreements for up to two additional one-year periods.

Visit savingsplusnow.com​ for more information about Savings Plus.

CalHR intends to release this RFP on or about October 3, 2022.

​​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure​ on or after October 3, 2022
  • Select Start Search
  • Enter 22-700-01 into the Event I.D. field
  • Select Search
  • 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. Only registered users of Cal eProcure are notified of such addendums via email.




​06-01-2022: International Value and International Growth (Actively Managed) Investments –RFP Announcement​​​

CalHR released a Request for Proposal (RFP 22-700-03) on June 1, 2022, 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.

The deadline for resp​onse to this RFP is July 15, 2022, at 3:00 p.m. (PT).​

TO GET THE RFP BID PACKAGE

To 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

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. 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

​05-02-2022: International Value and International Growth (Actively Managed) Investments –Notice of Upcoming RFP

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 PACKAGE

To 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

​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


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​


12-02-2021: Notice of Intent to Award, Third Party Administration Services RFP #700-20-01

CalHR is awarding Request for Proposal #700-20-01 for Third Party Administration Services to the following candidates:

Nationwide Retirement Solutions, Inc.
10 W. Nationwide Blvd.
Columbus, OH 43215

Visit www.savingsplusnow.com​ for more information about Savings Plus.

The protest period expires December 9, 2021 at 3:00 p.m. (PT).​

​Contact Information:
Katie Paige 
Contracts Management Unit 
Division of Administrative Services 
(916) 324-0432

​07-01-2021: Third Party Administration Services

RFP Announcement

CalHR released​​ a Request for Proposal (RFP), 700-20-01, on July 1, 2021, to obtain proposals for the Third-Party Administration Services. The Agreement awarded through this RFP process will replace the current Third-Party administrator service Agreement for the Savings Plus Program (Savings Plus), the State of California's approximately $18.5 billion 401(k) Thrift Plan, 457(b) Deferred Compensation Plan, and Part-time, Seasonal, and Temporary Employees Retirement Program (PST).

CalHR intends that the successful firm will enter into an individual Agreement with CalHR for a five-year period beginning January 1, 2023, 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 September 1, 2021, at 3:00 p.m. (PT).

TO RECEIVE THE RFP BID PACKAGE

To receive the RFP bid package:

  • Visit C​al eProcure on or after July 1, 2021
  • Click Get Public Procurement Information
  • Search Event I.D. 700-20-01
  • 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 remain on the Bidders List for the next Savings Plus RFP announcement, you must complete the Interest Letter and email the completed form to CalHR's Contracts Management Unit to the following:

email 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

Note: Firms that do not respond will be removed from the Bidders List and will not receive future RFP announcements.

If you would like to be added to the Bidders List for future RFPs provide the following information to CalHR's Contracts Management Unit at the email address or mailing address noted above:

Company Name
Address
City, State, ZIP Code
Contact Name
Title
Telephone Number
Fax Number
Email Address ​


​​​​04/29/2021: CalHR Labor Relations Division to Hold Public Meeting for Initial Bargaining Proposals on May 10, 2021​​


02​/26/2021: CalHR Labor Relations Division to Hold Public Meeting for Initial Bargaining Proposals on March 9, 17, 24, 2021​

03/30/2020​​: Notice of Intent to Award

CalHR Wellness Service Program RFP # 500-20-01

​The Department of Human Resources (CalHR) is awarding the CalHR Wellness Program Service Program, RFP # 500-20-01 Statewide to the following Candidate:

​​Propel, Inc. 
105 Continental Place, Suite 160 
Brentwood, TN 37027​


​Contact Information:

Bryan Hanson
Contract Analyst 
Division of Administrative Services
(916) 324-3861
admin.contracts@calhr.ca.gov ​


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