22-143HR Shortlist Announcemen
139 KB Posted
- Attached to
- Retirement Plan Consultant
- Solicitation number
- 22-143HR
- Issued by
- Fulton County, Georgia
About this file
This is a Shortlist Announcement document related to a City of Johns Creek Request for Proposals (RFP) for Retirement Plan Consultant services in Georgia. The City of Johns Creek is soliciting sealed proposals from qualified firms to provide retirement plan consulting services that meet or exceed the specifications outlined in the bid documents. Sealed proposals were due no later than 2:00 PM on Monday, May 23, 2022. The deadline for submitting questions through BidNet, the online bidding and vendor registration system accessible via the City website at www.johnscreekga.gov/residents/purchasing, was May 13, 2022 at 5:00 PM. All offerors must comply with the general and special requirements specified in the RFP documentation and instructions provided.
The City of Johns Creek reserves the right to reject any or all bids and to award the contract in the best interest of the City, with authority to waive technicalities and informalities in the bidding process. Pricing terms, set-asides, contract duration, renewal options, and other specific financial and operational details are not detailed in this shortlist announcement. Neil Trust, the Purchasing & Contracts Manager, managed this procurement on behalf of the City.
Text of this file
MEMORANDUM
Date: June 1, 2022
To: RFP 22-143HR Retirement Plan Consultant
From: Neil Trust, Purchasing Manager; on behalf of evaluation committee
RE: RFP #22-143HR Shortlist Notification
Thank you to all firms who submitted a proposal for RFP #22-143HR Retirement Plan Consultant for the City of
Johns Creek. The City received nine (9) responses and the Evaluation Committee evaluated each proposal thoroughly. We greatly appreciate the effort and thought that went into each of the Offeror submittals.
The Evaluation Committee for the City of Johns Creek has identified the following Four (4) firms to proceed to the shortlist interviews, in alphabetical order:
Successful Offeror(s)
AmRET/Retirement Plan Advisors
CAPTRUST
NFP Retirement, Inc.
SageView Advisory Group, LLC.
Unsuccessful Offeror(s) Not highest Scoring Proposal (for RFP)
Cannon Financial Strategists
Dehab Associates, Inc.
Graystone Consulting
IRA Group
OneDigital
Shortlist firms will be receiving instructions for the interview phase. The City will provide the reason(s) an offeror was not successful in accordance with Georgia Public Records Act (50-18-72), at the time of final award of contract is made, the project is terminated or abandoned, or the City takes a public vote regarding the sealed bid or scaled proposal, whichever comes first. We appreciate all firm’s submittals for this solicitation.
Other files
| File | Type | Posted |
|---|---|---|
| 22-143HR NOIA | — | |
| 22-143HR Addendum #2 | — | |
| 22-143hr aDDENDUM #1 | — | |
| 22-143HR Bid Packet | — | |
| Award Information | — | |
| 22-143HR Addendum #3 | — |
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