25-0318-P_-_Exhibit_C_Pricing_Proposal.xlsx
XLSX spreadsheet 36 KB Posted
- Solicitation number
- 25-0318-RFP
- Issued by
- Pinellas County, Florida
About this file
This document is a Pricing Proposal from Gallagher Benefit Services Inc. for the Pinellas County Board of County Commissioners (PCBOCC), specifically for a Deferred Compensation Plan Consultant contract. The solicitation seeks a qualified investment consultant to provide financial investment consulting services for the County's 457(b) Deferred Compensation and Health Savings Account investment plans. The contract will have an initial term of five years, with an option to extend for two additional twelve-month renewal terms, upon mutual agreement. The selected consultant will act as an independent reviewer of the plan's recordkeeping, administration, and investments.
The pricing proposal indicates a "Fee Based Only" approach with no commissions accepted from other firms, and the County strongly prefers a flat fee basis. Interestingly, the vendor has proposed a $0 fee across all five contract years, with no annual escalation increase after the first year. The proposal suggests the consultant will conduct a recordkeeping Request for Proposal (RFP) as part of their services. The contract will cover comprehensive consulting services, including travel, with the consultant potentially acting in a 3(21) or 3(38) capacity.
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Text version
Gallagher Benefit Services Inc
| TITLE: Deferred Compensation Plan Consultant |
| NUMBER: 25-0318-P |
| Pricing Proposal |
Vendor:
| Provided Services | ||||||
| Ongoing Deferred Compensation Plan Consulting - Annual Escalation Increase (after Year 1): | 0% | |||||
| DESCRIPTION | YEAR 1 | YEAR 2 | YEAR 3 | YEAR 4 | YEAR 5 | EXTENDED TOTAL |
| Provide an all-inclusive fee (including travel) for ongoing consulting services - including conducting a recordkeeping RFP. |
The firm’s compensation must be a “Fee Based Only” with no commissions accepted from any other firms. The County strongly prefers a flat fee basis, regardless of contract firm in a 3(21) or 3(38) capacity. $ - 0 $ - 0 $ - 0 $ - 0 $ - 0 $ - 0
5-YEAR LUMP SUM TOTAL $ - 0
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