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Public Announcements - 2018

​​06-12-2018: Notice o​f Intent to Award

Mid Cap Value and Mid Cap Growth (Actively Managed) Investment RFP 700-17-10

CalHR is awarding the Mid Cap Growth (Actively Managed) Investment RFP 700-17-10 to the following Candidates:

Voya Investment Management Co. LLC
230 Park Avenue
New York, NY 10169

MFS Institutional Advisors, Inc.
111 Huntington Avenue
Boston, MA 02199

CalHR is awarding the Mid Cap Value (Actively Managed) Investment RFP 700-17-10 to the following Candidate:

Barrow, Hanley, Mewhinney & Strauss, LLC
2200 Ross Avenue, 31st Floor
Dallas, TX 75201

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

The protest period will expire on June 19, 2018 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

​

​06-12-2018: Notice of Intent to Award

Short Duration Bond (Actively Managed) Investments
RFP 700-17-08

CalHR is awarding the Short Duration Bond (Actively Managed) Investment RFP 700-17-08 to the following Candidates:

Voya Investment Management Co. LLC
230 Park Avenue
New York, NY 10169

Wells Capital Management, Inc.
525 Market Street, 10th Floor
San Francisco, CA 94105

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

The protest period will expire on June 19, 2018 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

​06-01-2018: Notice of Protest

Pre-Employment Psychological Screening Services RFP 003-18-01

CalHR has placed this RFP on hold due to a protest filed with the Department of General Services until a decision has been reached.

​

​05-01-2018: CalHR Regulatory Announcements

Conflict of Interest Code Modifications as well as other CalHR Regulatory announcements can be found by going to the Regulatory Announcements section within the "Newsroom".​​​


Go to CalHR Regulatory Announcements

​04-27-2018: Notice of Intent to Award

The Department of Human Resources intends to award the RFP 003-18-01 to the following Psychologists:

Cary Mitchell, Ph.D.
2037 Brookfield Drive
Thousand Oaks, CA  91362

Elliot Henderson, Ph.D.
909 Hyde Street, Suite 428
San Francisco, CA  94109

Ewing Diagnostic and Psychological Services, Inc.
155 River Park Drive, Suite 211
Sacramento, CA  95825

Gregory Butler, Ph.D.
5151 North Palm Avenue, Suite 500
Fresno, CA  93704

Jean Pritchard, Ph.D.
1100 Melody Lane, Suite 1019
Roseville, CA  95678

Kitt Murrison, Ph.D.
2757 Bechelli Lane
Redding, CA 96002

Mark Poloway, Ph.D.
2181 El Camino Real, Suite 2015
Oceanside, CA  92054

The protest period will expire on Friday, May 4, 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

​04-17-2017: Notice of Intent to Award

Treasury Inflation-Protected Securities (TIPS) Investments RFP 700-17-05

CalHR is awarding the Treasury Inflation-Protected Securities (TIPS) Investment RFP 700-17-05 to the following Candidate:

BlackRock Institutional Trust Company, N.A ("BTC")
400 Howard Street
San Francisco, CA 94105

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

The protest period will expire on Tuesday, April 24, 2018, 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

​

3-28-2018:  RFP 700-17-11, International Equity Investments

​The California Department of Human Resources solicits bids in the International Value Equity, International Growth Equity, and International Small Capitalization Equity investment categories for the Savings Plus Program’s 457(b) Deferred Compensation Plan and 401(k) Thrift Plan.

CalHR released a Request for Proposal (RFP 700-17-11) on March 28, 2018 seeking bids for the International Value Equity, International Growth Equity, and International Small Capitalization Equity investment categories for the Savings Plus Program’s 457(b) Deferred Compensation Plan and 401(k) Thrift Plan.

CalHR intends that the successful firms will enter into individual agreements with CalHR for a five-year period 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 May 8, 2018 at 3:00 p.m. (PT).

TO GET THE RFP BID PACKAGE

To get the RFP bid package:
Visit Cal eProcure on or after March 28, 2018

  • Click Get Public Procurement Information
  • Search Event I.D. 700-17-11
  • 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 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

​

​03-19-2018: California Department of Human Resources (CalHR) Final Regu​lations on Dependent Reverification 　


CalHR has finalized regulations to clarify and makes specific the requirement that state agencies, at least once every three years, re-verify the continued eligibility of family members of state employees and annuitants enrolled for state-sponsored health benefits. The final regulations have been chaptered with the Secretary of State on March 12, 2018.

Final Regulations – Dependent Re-verification (DRV)

Scott Morrison Jr.
California Department of Human Resources
Benefits Division
1515 S Street, North Building, Suite 400
Sacramento, CA 95811
scott.morrison@calhr.ca.gov
916-322-3657

​03-16-2018: California Department of Human Resources (CalHR) Provides Notice of Modification to Text of Proposed Conflict of Interest Code Regulations

Written Comment Period

Any interested person, or his or her authorized representative, may submit written comments relevant to this proposed action to the contact person provided. 

CalHR will only consider written comments received by 5:00 pm on March 31, 2018.

Notice of Modification

Modified Conflict of Interest Code Text

​​03-01-2018:  RFP 003-18-01, ​Pre-Employment Psychological Screening Examination Interviews for candidates applying as a Peace Officer to any Peace Officer Standards and Training Commission (POST) regulated law enforcement agencies, Statewide

 

CalHR released a Request for Proposal (RFP 003-18-01) on March 1, 2018 seeking bids for Pre-Employment Psychological Screening Examination Interviews for candidates applying as a Peace Officer to any Peace Officer Standards and Training Commission (POST) regulated law enforcement agencies, Statewide.  The contracts awarded through this RFP process will be used to replace the current Pre-Employment Psychological Screening Examinations.

CalHR intends that the successful firms will enter into individual agreements with CalHR for a three-year period.

The deadline for response to this RFP is April 17, 2018 at 3:00 p.m. (PT).

​ADDENDUMS

Addendums are posted at Cal eProcure. Only registered users are notified of such addendums via email.

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:
Visit Cal eProcure on or after March 15, 2018

  • Click Get Public Procurement Information
  • Search Event I.D. 700-17-09
  • 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.

​03-15-2018:  RFP 700-17-09 Global Tactical Asset Allocation Investment Category

CalHR released a Request for Proposal (RFP 700-17-09) on March 15, 2018 seeking bids for Global Tactical Asset Allocation (actively managed) investments.  The investments awarded through this RFP process will be used to replace the current Government Money Market investments in the Savings Plus Program's 457(b) Deferred Compensation Plan, 401(k) Thrift Plan and 401(a) Alternate Retirement Program.

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-eight (28) separate accounts, four (4) 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, 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 May 1, 2018 at 3:00 p.m. (PT).

​​​TO GET THE RFP BID PACKAGE

To get the RFP bid package:
Visit Cal eProcure on or after March 15, 2018

  • Click Get Public Procurement Information
  • Search Event I.D. 700-17-09
  • 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

​03-13-2018: Notice of Intent to Award U.S. Government Money Market (Actively Managed) Investments RFP 700-17-07

 

CalHR is awarding the U.S. Government Money Market (Actively Managed) Investments RFP 700-17-07 to the following Candidates:

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

Goldman Sachs Asset Management, L.P. (GSAM)
200 West Street
New York, NY 10282

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

The protest period will expire on March 19, 2018 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

​02-07-2018: Short Duration Bond (Actively Managed) Investments – RFP Announcement

CalHR released a Request for Proposal (RFP 700-17-08) on February 7, 2018 seeking bids for Government Money Market (actively managed) investments.  The investments awarded through this RFP process will be used to replace the current Government Money Market investments in the Savings Plus Program's 457(b) Deferred Compensation Plan, 401(k) Thrift Plan and 401(a) Alternate Retirement Program.

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-eight (28) separate accounts, four (4) 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 September 4, 2018, 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 March 28, 2018 at 3:00 p.m. (PT).

​​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure on or after February 7, 2018
  • Click Get Public Procurement Information
  • Search Event I.D. 700-17-08
  • 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​

​02-07-2018: Mid-Cap Value and Mid-Cap Growth (Actively Managed) Investments –RFP Announcement

CalHR released a Request for Proposal (RFP 700-17-10) on February 7, 2018, seeking bids for Mid-Cap Value and Mid-Cap Growth (actively managed) investments.  The investments awarded through this RFP process will be used to replace the current Mid-Cap Value and Mid-Cap 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-eight (28) separate accounts, four (4) 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 October 1, 2018, 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 March 28, 2018 at 3:00 p.m. (PT).

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure on or after February 7, 2018
  • Click Get Public Procurement Information
  • Search Event I.D. 700-17-10
  • 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

​01-31-2018: Mid-Cap Value and Mid-Cap Growth (Actively Managed) Investments –RFP Announcement 

CalHR will soon release a Request for Proposal (RFP 700-17-10) seeking bids for Mid-Cap Value and Mid-Cap Growth (actively managed) investments. The investments awarded through this RFP process will be used to replace the current Mid-Cap Value and Mid-Cap 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-eight (28) separate accounts, four (4) 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 October 1, 2018, 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 February 7, 2018.

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure on or after February 7, 2018
  • Click Get Public Procurement Information
  • Search Event I.D. 700-17-10
  • 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.

BIDDER'S 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

​01-31-2018: Short Duration Bond (Actively Managed) Investments –RFP Announcement 

CalHR will soon release a Request for Proposal (RFP 700-17-08) seeking bids for Short Duration Bond (actively managed) investments. The investments awarded through this RFP process will be used to replace the current Short Duration Bond investments for Savings Plus, the State of California's $13.7　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 eight (28) separate accounts, four (4) 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 September 4, 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.

We plan to release this RFP on or about February 7, 2018.

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure on or after February 7, 2018
  • Click "Get Public Procurement Information"
  • Search event I.D. "700-17-08."
  • 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. Only registered users are notified of such addendums via email.

BIDDER'S 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

​01-03-2018: Treasury Inflation-Protected Securities (TIPS) Investments – RFP Announcement

 

CalHR released a Request for Proposal (RFP 700-17-05) on January 3, 2018 seeking bids for TIPS investments.  The investments awarded through this RFP process will be used to replace the current TIPS investments for Savings Plus, the State of California's $13.5 billion defined contribution plan.

CalHR will consider both active and passive strategies through the use of institutionally managed investment vehicles designed to perform similar to or better than the Bloomberg Barclays U.S. TIPS Index.  Acceptable vehicles include 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 eight (28) separate accounts, four (4) 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 July 2, 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 February 14, 2018 at 3:00 p.m. (PT).

​​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure on or after January 03, 2018
  • Click "Get Public Procurement Information"
  • Search event I.D. "700-17-05."
  • 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.   Include the RFP number in the subject line of any emails.

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

To join or remain on the bidders list for future Savings Plus RFP announcements, 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

​

​12-14-2017: Treasury Inflation-Protected Securities (TIPS) Investments –RFP Announcement

CalHR will soon release a Request for Proposal (RFP 700-17-05) seeking bids for TIPS investments. The investments awarded through this RFP process will be used to replace the current TIPS investments for Savings Plus, the State of California's $13.5　billion defined contribution plan.

CalHR will consider both active and passive strategies through the use of institutionally managed investment vehicles designed to perform similar to or better than the Bloomberg Barclays U.S. TIPS Index. Acceptable vehicles include 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 eight (28) separate accounts, four (4) 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 July 2, 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.

We plan to release this RFP on or about January 3, 2018.

​ADDENDUMS

Addendums are posted at Cal eProcure. Only registered users are notified of such addendums via email.

BIDDER'S 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

​TO GET THE RFP BID PACKAGE

  • Visit Cal eProcure on or after January 3, 2018
  • Click "Get Public Procurement Information"
  • Search event I.D. "700-17-05."
  • 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​

​12-08-2017: California Department of Human Resources (CalHR) Proposes Regulations on Dependent Reverification

CalHR has proposed action on the regulations described in the following documents. This rulemaking action clarifies and makes specific the requirement that state agencies, at least once every three years, re-verify the continued eligibility of family members of state employees and annuitants enrolled for state-sponsored health benefits. The Office of Administrative Law entered the proposal in the California Notice Register as of December 8, 2017.

Public Hearing and Written Comment Period

 

Any interested person, or his or her authorized representative, may submit written comments relevant to this proposed action to the contact person provided. CalHR will only consider written comments received by 5:00 pm on January 22, 2018.

CalHR has not scheduled a public hearing on this proposed action. However, CalHR will hold a hearing if it receives a written request for a public hearing from any interested person, or his or her authorized representative, no later than 15 days before the close of the written comment period.

Initial Statement of Reasons (PDF)

Documents

​Contact

Scott Morrison Jr.
California Department of Human Resources
Benefits Division
1515 S Street, North Building, Suite 400
Sacramento, CA 95811
scott.morrison@calhr.ca.gov
916.322.3657

​12-1-2017:  Notice of No Qualified Bids

Diversified Inflation Strategies, RFP 700-17-04 

CalHR received no qualified bids for the Diversified Inflation Strategies 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

​​11-17-17 Notice of Intent to Award

Benefits Broker Insurance Services RFP # 500-17-01

​The Department of Human Resources (CalHR) is awarding the CalHR Benefits Broker Insurance Services, RFP # 500-17-01 Statewide to the following Candidate:

Alliant Employee Benefits

1301 Dove Street
Newport Beach, CA 92660

If you have any questions, please contact:

Bryan Hanson

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

The protest period will expire on November 28, 2017 at 5:00 pm (PST)

​​11-09-2017: Government Money Market (Actively Managed) Investments –RFP Announcement

CalHR released a Request for Proposal (RFP 700-17-07) on November 9, 2017 seeking bids for Government Money Market (actively managed) investments.  The investments awarded through this RFP process will be used to replace the current Government Money Market investments for Savings Plus, the State of California's $13 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 eight (28) separate accounts, four (4) 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 June 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 January 3, 2018 at 3:00 p.m. (PT).

​

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure on or after November 9, 2017
  • Click "Get Public Procurement Information"
  • Search event I.D. "700-17-07."
  • 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. 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

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