7-RFQ Sec0. Solicitation, Offer Award Form.pdf

1 Transit Way

Pontoon Beach, IL 62040

Solicitation, Offer and Award Form

SOLICITATION

1. Issue Date: October 13, 2025 3. Bid Title.:

403(b) Retirement Plan Consulting Services No. 25-2-16001 2. Request for Quotes (RFQ)

4. Submit Offer to: Instructions provided in section 2.

5. Bid Deadline: (please advise if additional time is needed to submit a bid)

October 29, 2025, at 2:00 PM CT

6. Submit with Offer: Forms and documents listed in section 2.

7. Offers will not be publicly opened.

8. Firm Offer Period: Offers submitted shall remain firm for a period of 90 calendar days from the final bid deadline.

9. NOTE: “Offer” and “offeror” mean “bid” and “bidder”.

10. This solicitation and any resulting contract, respectively, consists of this Form, the Table of Contents sections, attachments, volumes, and exhibits listed on page 2, solicitation addenda (if any), and any contract modifications.

11. Deadline for questions: October 20, 2025, at the close of business.

OFFER

(to be completed by Bidder)

12. Bidder/Contractor Name:

13. Mailing Address: 14. Telephone Number:

15. City - State - Zip 16. Fax Number:

17. Organization is: (check one) ☐ Corporation

☐ Sole Proprietorship ☐ Partnership ☐ Quasi-Public Agency

☐ Public Agency ☐ Joint Venture

☐ LLC

☐ Other, specify_________

18. Bidder’s annual gross receipts:

☐ Less than $500,000 ☐ $500,000 - $1,000,000 ☐ $1,000,000 – $2,000,000 ☐ $2,000,000 – $5,000,000 ☐ More than $5,000,000

19. Number of people employed on a regular basis:

20. Number of Years in Business

21. Sam.gov Unique Entity

ID

22. Dun and Bradstreet # (DUNS)

23. Is the bidder presently certified as a Disadvantaged Business Enterprise (DBE) by the Illinois Unified Certification Program (UCP) according to the type of work/services called for in this solicitation? ☐ YES ☐ NO

24. Bidder acknowledges receipt of the following addendum(s) to the solicitation:

Addendum # and Date Addendum # and Date

25. The undersigned agrees, if this offer is accepted by Agency for Community Transit, to furnish all items, and or provide the services upon which a price is offered in block 26, and to deliver the items and or perform the services within the time specified.

26. Total Bid Price

Refer to Price Schedule

27. Reserved 28. Reserved

29. Reserved

30. E-Mail Address of Point of Contact for Bidding Purposes (Type or Print)

31. Name of Person Authorized to Sign the Offer: (Type or Print) 32. Title

33. Signature of Authorized Representative 34. Date

AWARD

(to be completed by Agency for Community Transit)

35. Accepted as to:

36. By: Steven J. Morrison, Executive Director

37. Date

Agency for Community Transit 403(b) Retirement Plan Consulting Services No. 25-2-16001

TABLE OF CONTENTS

SECTION TITLE PAGES

0 Solicitation, Offer, and Award Form 2 1 Introduction & Bid Summary 5 2 Bid Submittal Instructions 2 3 Special Conditions 3 4a Scope of Work 2 4b 403(b) Retirement Plan Investment Policy Statement Exhibit 1 6 4c Asset Statement 6.30.25 Exhibit 2 6 5 Federal Provisions 5 6 State of Illinois Provisions 1 7 General Terms and Conditions 1 8 Bid Submittal Documents

a) Solicitation, Offer, and Award Form

b) Lobbying Certification

c) Federal Tax Liability and Recent Felony Convictions Certification

d) Price Schedule

e) Technical Response