Government Contract | Oregon
DEFERRED COMPENSATION CONSULTANT

Bid Information


Bid Alert No: 00000407105

Bid Title: DEFERRED COMPENSATION CONSULTANT

Agency Bid No. Title: 2015.117P

Received Date: 10/30/2015

Close Date: 11/20/2015

Purchase Type: Term:

Delivery Point: Washington County, Oregon

Delivery Date: Not Stated

Special Notices: Questions Due By 11/13/2015 05:00 PM, Bidder Preregistration

Specifications

Specifications include, but are not limited to:Washington County is seeking a consultant to provide coordination and oversight in areas related to compliance and fiduciary duties of the Countys 457 Deferred Compensation Plans. The initial part of the engagement is anticipated to include a review and benchmarking of the existing service providers, a review of current investment options offered by the service providers, and a review and analysis of fees charged. In addition, Washington County is seeking proposals from qualified firms to perform the following services and to deliver the products as described below: Act as a co-fiduciary for the Countys 457 Deferred Compensation Plans. Assist County staff in managing relationships with plan providers. Conduct on-going review of service levels from Plan providers. Conduct periodic RFPs to evaluate service providers in the market to ensure that Washington County is favorably positioned related to competitive pricing, fees, and investment options. Assist County staff to develop and formalize an internal review committee. Provide current, timely, and appropriate education and information to internal committee members on an on-going basis. Review investment policy statements and make recommendations as needed to ensure due diligence. Provide periodic analysis of investment options offered by plan providers, ensuring options offered provide an appropriate mix of investment types that spread investment risk over multiple investment options. Provide periodic analysis of investment options offered by plan providers, ensuring options offered are performing favorably compared to peers and appropriate indexes. For funds not performing up to expectations based on peers or indexes, provide guidance and recommendations for replacement options.

Bid Related Documents

Download Document

Product Codes: 91840, 94645

Agency Information


Issuing Agency: County of Washington

State: Oregon

Agency Type: State and Local

Contact: Suzi Fulcher 155 N. First Avenue, Suite 270 MS 28, Hillsboro, Oregon, 97124

Phone: 503-846-8734

Fax: 503-846-8329

Email: wcpurchasing@co.washington.or.us

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