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Public Announcements

​09-13-2017: Investment RFP Announcement Diversified Inflation Strategies   

CalHR released a Request for Proposal (RFP 700-17-04) on September 13, 2017 seeking bids in the Diversified Inflation Strategies investment category. The investment(s) awarded through this RFP process will be used to replace the current Diversified Inflation Hedging strategy for Savings Plus, the State of California's $12.9 billion defined contribution 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-seven (27) separate accounts, four (4) commingled trust funds, and three (3) mutual funds.

CalHR intends that the successful firm(s) will enter into an individual Agreement with CalHR for a five-year period beginning April 1, 2018, with the option to extend the Agreement for up to two (2) additional one-year periods.

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

The deadline for response to this RFP is October 31, 2017 at 3:00 p.m. (PT).

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure on or after September 13, 2017
  • Click "Get Public Procurement Information"
  • Search event I.D. "700-17-04"
  • 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:

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

​08-21-17: Benefit/Tax/Fiduciary Counsel for Benefits and Savings Plus Program – RFP Release  

CalHR released a Request for Proposal (RFP 700-17-03) on August 21, 2017 seeking bids for legal services from an experienced external legal firm that provides benefit programs, general tax issues, and fiduciary guidance specific to employee benefit programs including but not limited to: Defined Contribution Plans [DCP – Internal Revenue Code {IRC} sections: 401(k), 401(a), 457(b)], the State’s Flex-Elect Program (IRC Section 125) and related benefits programs.

CalHR intends that the successful firm will enter into an 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 http://www.calhr.ca.gov/employees/Pages/new-employee-benefits-orientation.aspx and www.savingsplusnow.com for more information about CalHR’s Benefits and Savings Plus divisions.

The deadline for response to this RFP is September 18, 2017 at 3:00 p.m. (PT).

To Receive the  RFP Bid Package

  1. Register and Log in to your Cal eProcure account
  2. Click "Get Public Procurement Information"
  3. Search event I.D. "700-17-03"
  4. Register to receive updates about this RFP

Note: If you don't have a username and password, you'll need to register. The instructions are on the California eProcurement website. If you can't download the RFP, please e-mail the Contracts Management Unit to request a hard copy.

Questions

CalHR will only answer questions about the RFP in accordance with the instructions provided within the RFP.

There’s no bidder’s conference is scheduled for this RFP.

Addendums

Addendums are posted at California eProcurement.  Registered users are notified of such addendums via email

Bidder's List

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


​Contact Information

You may email this information to the Contract Management Unit or mail it to:

Department of 　Human Resources
Attention:
Contracts Management Unit
1515 S Street, North Building, Suite 500
Sacramento, CA 95811-7258

​July 19, 2017: Notice of Intent to Award

CalHR is awarding the Small Cap Growth (Actively Managed) Investments RFP 700-17-01 to the following candidates:

RBC Global Asset Management (U.S.) Inc.
50 South Sixth Street, Suite 2350
Minneapolis, MN 55402

Kayne Anderson Rudnick Investment Management, LLC
1800 Avenue of the Stars, Second Floor
Los Angeles, CA 90067

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

The protest period will expire on June 26, 2017 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

​06-12-2017: Notice of Intent to Award

CalHR is awarding the U.S. Core Plus Fixed Income (Actively Managed) Investments RFP 700-16-03 to the following Candidate:


Pioneer Institutional Asset Management, Inc.
60 State Street
Boston, MA 02109

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

The protest period will expire on June 19, 2017 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

5-11-2017:  Notice of No Qualified Bids

Trustee Custodian, RFP 700-16-04 

CalHR received no qualified bids for the Trustee Custodian RFP and will not be awarding a contract at this time.   

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

​Contact Information:

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

admin.contracts@calhr.ca.gov

​5-2-2017: Notice of Intent to Award

Financial Audit Services RFP 700-16-05

CalHR is awarding the Financial Audit Services RFP 700-16-05 to the following Candidate:

Clifton Larson Allen LLP

1966 Greenspring Drive, Suite 300
Timonium, MD 21093 

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

The protest period will expire on May 9, 2017 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

​03-30-2017: U.S. Small Cap Growth (Actively Managed) Investments –RFP Announcement

CalHR released a Request for Proposal (RFP 700-17-01) on March 30, 2017 seeking bids for U.S. Small Cap Growth (actively managed) investments.  The investments awarded through this RFP process will be used to replace the current U.S. Small Cap Growth investments for Savings Plus, the State of California's $12.1 billion defined contribution 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 seven (27) separate accounts, four (4) commingled trust funds and three (3) mutual funds.

CalHR intends that the successful firms will enter into individual Agreements with CalHR for a five-year period beginning October 1, 2017, with the option to extend the Agreement for up to two (2) additional one-year periods. 

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

The deadline for response to this RFP is May 4, 2017 at 3:00 p.m. (PT).

​TO RECIEVE THE RFP BID PACKAGE

To receive the RFP bid package:

  1. Visit Cal eProcure on or after March 30, 2017
  2. Click "Get Public Procurement Information"
  3. Search event I.D. "700-17-01."
  4. 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's 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

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

​Contact Information

You may email this information to the Contract Management Unit or mail it to:

Department of  Human Resources
Attention:
Contracts Management Unit
1515 S Street, North Building, Suite 500
Sacramento, CA 95811-7258

3-7-2017:  Notice of Intent to Award

Substance Abuse Testing Program RFP # 500-16-03 

The Department of Human Resources (CalHR) is awarding the CalHR Substance Abuse Testing Program, RFP # 500-16-03 Statewide to the following Candidate:

Comprehensive Drug Testing, Inc., (CDT, Inc.)
525 Cabrillo Park Drive, Suite 250
Santa Ana, CA 92701
(800) 440-3784

The protest period will expire on March 14, 2017 at 5:00 pm (PST)

​Contact Information:

Bryan Hanson
Contract Analyst
Division of Administrative Services
(916) 324-3861

admin.contracts@calhr.ca.gov

​03-3-2017: Financial Audit Services for Savings Plus – RFP Release

CalHR released a Request for Proposal (RFP 700-16-05) on March 1, 2017 seeking bids for Financial Audit Services for Savings Plus, the State of California's $12.1 billion defined contribution plan.  The calendar year ending December 31, 2016 shall be the first period subject to these audit services.

CalHR intends that the successful firm will enter into Agreement with CalHR for a five-year period beginning December 1, 2016, 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 April 11, 2017 at 3:00 p.m. (PT).

​TO RECIEVE THE RFP BID PACKAGE

To receive the RFP bid package:

  1. Visit Cal eProcure
  2. Register and Log in to your Cal eProcure account
  3. Use the "Get Public Procurement Information" link to search for bid opportunity number "700-16-05."

Note: 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.

QUESTIONS

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

Addendums are posted at Cal procure. Registered users are notified of such addendums via email.

BIDDERS LIST

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

​Contact Information

You may email this information to the Contract Management Unit or mail it to:

Department of  Human Resources
Attention:

Contracts Management Unit
1515 S Street, North Building, Suite 500
Sacramento, CA 95811-7258

​​01-10-2017: CalHR to Host Public Meeting of the statewide Merit Award Board on Friday, January 20, 2017

​

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, January 20, 2017 in the Auditorium at State Personnel Board, 801 Capitol Mall, Room 150, Sacramento, CA.  The public hearing will begin at 1:00 p.m. and will continue until 3:30 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.

Contact

Jonathan Calabretta
California Department of Human Resources
 Benefits Division
 1515 S Street, North Building, Suite 500
 Sacramento, CA 95811
jonathan.calabretta@calhr.ca.gov
 916.322.1360

​​Meeting Agenda (PDF)
Meeting Agenda - Text Only (RTF)

​Contact

Jonathan Calabretta

California Department of Human Resources
Benefits Division
1515 S Street, North Building, Suite 500
Sacramento, CA 95811
jonathan.calabretta@calhr.ca.gov
916.322.1360

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