Addendum 1 09232026-1400.pdf

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Attached to
403(b) and 457(b) Plan Recordkeeping and Administrative Services
Solicitation number
RFP-127047
Issued by
Stafford County, Virginia

About this file

This is Addendum 1 to a solicitation issued by a Virginia state or local public employee retirement system for 403(b) and 457(b) Plan Recordkeeping and Administrative Services. The addendum modifies the original solicitation requirements and terms for establishing an institutionally based investment, administration, and recordkeeping platform for both retirement plans. The procurement seeks either a single vendor or dual vendor solution to manage these services. The addendum documents amendments to the original solicitation, including modifications to specifications, requirements, evaluation criteria, or other contractual terms that vendors must acknowledge and incorporate into their proposals. Bidders must review this addendum carefully in conjunction with the original solicitation documents to ensure compliance with all current requirements.

The addendum serves as an official modification to the procurement process and is binding on all potential respondents. Any pricing adjustments, clarifications to service scope, changes to submission requirements, or modifications to evaluation methodology contained within the addendum supersede conflicting language in the original solicitation. Vendors must confirm receipt and understanding of this addendum as part of their bid submission to be considered responsive to the solicitation. The specific amendments detailed in this addendum are critical to proposal development and must be fully integrated into vendor responses.

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Text version

8020 RIVER STONE DRIVE ● FREDERICKSBURG, VA 22407

PHONE: 540-834-2500 FAX: 540-834-2556 TDD: 834-2557

www.spotsylvania.k12.va.us

Page - 1 - of 1

TO: Prospective Offerors

FROM: Jamie Pitts – CPPB, VCO/VCARM DATE: September 2, 2026

SUBJECT: Addendum # 1 RFP #09232026-1400

403(b) and 457(b) Plan Recordkeeping and Administrative Services

This Addendum #1 to the subject RFP, is issued to clarify and revise information contained in the RFP. The School Board of the County of Spotsylvania shall hereinafter be referred to as “SCPS”.

The following statement on page 6 of the RFP:

TSA Consulting Group serves as SCPS’ third-party administrator (TPA). TSA handles employee enrollment, salary reduction agreements (SRAs), and distribution requests.

Is hereby deleted in its entirety and replaced with the following:

TSA Consulting Group and Compliance Services (TSACG) serves as SCPS’ third-party administrator (TPA). TSACG manages employee enrollment, salary reduction agreements (SRAs), employee distribution requests, the transfer of employee contribution payments from SCPS to vendors, and federal and state compliance requirements applicable to all plans.

Please acknowledge receipt and acceptance of this Addendum #1 and Attachments by completing the section below and return with your proposal.

Signature of Authorized Offeror

Print or Type Name

Date

Title

Company Name

FROM: Jamie Pitts – CPPB, VCO/VCARM

File details come from the government source that posted it. Updated .