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EXTRA-12299 - USA (Sacramento, California) - Program Management Services - Deadline June 10,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: EXTRA-12299

Government Authority located in Sacramento, California; USA based organization looking for expert vendor for program management services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide program management services to the government authority located in Sacramento, CA.
- Contractor will provide overall management services for the investment, marketing, distribution, recordkeeping, cash management, custody administration and customer service functions of the Plan
- Marketing and Distribution:
- Contractor will present an annual marketing plan to SIB for review and approval
- The annual marketing plan will be based upon the contractor’s annual marketing commitment, which will be used for all marketing and promotional expenditures, excluding any overhead charges
- Contractor shall keep SIB informed during development and refinement of all marketing campaigns and related materials
- Investment Services:
- Contractor must develop and recommend fee-competitive investment options that appeal to a wide range of investors with various risk tolerances and contribution levels
- Contractor is responsible for the development and recommendation for board approval an asset allocation for the age-based or enrollment year and static allocation portfolios
- While open architecture is strongly preferred, contractor may recommend a proprietary line-up of underlying investments, investments from a single mutual fund company, or investments from multiple investment managers
- Recordkeeping, Administration and Customer Service:
- Contractor shall provide monthly reports to the SIB Executive Director indicating the number of new accounts and assets generated for that month and currently in existence, relevant account activity, including but not limited to, the number of rollovers, all relevant investment performance results, and other program administration and marketing information prescribed by the SIB Executive Director or SIB
(2) All question must be submitted no later than May 10, 2021.

[C] Eligibility:

Onshore (USA organization Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office premises.

Expiry Date : Thursday, 10 June, 2021

Question Answer Deadline : Monday, 10 May, 2021

Category : Professional, Consulting, Administrative or Management Support Services, Banking Services, Marketing and Branding

Country : USA

State : California

Cost to Download This RFP Document : $ 5

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