Attachment_D_-_Deferred_Compensation_Consulting_Questionnaire.docx
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- Attached to
- Employee Benefits Consulting Services
- Solicitation number
- 26-P-00112
- Issued by
- Hillsborough County, Florida
About this file
This is a Deferred Compensation Consulting Questionnaire attachment for an Employee Benefits Consulting Services RFP issued by a Florida municipality. The document outlines fourteen evaluation criteria that prospective consultants must address in their proposals to replace the current agreement with Gallagher Benefit Services, which expires on January 31, 2027, with no remaining renewal options. All questions must be answered in numbered order as part of the formal RFP submittal, with responses demonstrating sufficient capability and expertise to allow the City to evaluate bidder qualifications.
The questionnaire addresses key service delivery and operational components including the firm's investment policy process, dedicated manager research capabilities, alternative service offerings, compensation structures, reporting frequency (currently quarterly), portfolio evaluation frequency, account review frequency and willingness to meet with management, performance differentiation strategies, fiduciary training and education provisions, performance reporting capabilities and customization flexibility, benchmark selection and construction methodologies, investment style benchmark usage and data sources, and the level of input the City would have in designing investment performance reports. Respondents must provide sample quarterly reports and clearly reference any supporting exhibits or addenda that address specific questions, ensuring comprehensive evaluation of each consultant's qualifications and service capabilities for managing the City's deferred compensation plan.
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ATTACHMENT D – DEFERRED COMPENSATION CONSULTING QUESTIONAIRE
All questions must be answered as part of RFP proposal submittal. Responses should be complete and provide sufficient information to allow the City to evaluate your capability and expertise. Responses must be in numbered order matching the question. If additional information is being provided in an exhibit or addendum to support a response, you must clearly state in your response where the information can be found.
1. Please describe your firm’s investment policy process.
2. Do you have individuals dedicated to manager research within your firm and do they help in the manager search process?
3. Please address any alternative or additional services that you are capable of providing that may be of benefit to our organization.
4. Are any commissions, fees (direct or indirect), revenue sharing, or any soft dollar compensation paid to your organization?
5. What is the frequency of reporting to clients (e.g.: monthly, quarterly)? The City currently receives monitoring reports quarterly.
6. Please provide a Sample Quarterly Report.
7. What is the frequency of your portfolio evaluation?
8. What is the frequency of account review by your firm and willingness to meet with management to make recommendations and discuss performance?
9. What do you believe sets your performance and other services apart from the competition?
10. Do you provide fiduciary training and education for plan sponsors and/or the plan committee?
11. What factors are considered by the company to be critical in reporting performance? Does the company have the ability to customize its reports for clients?
12. How are the performance benchmarks for the total fund, different asset classes and manager styles chosen and constructed?
13. Does the company use investment style benchmarks in its performance measuring process? What are the sources of the underlying data and how the benchmarks are calculated and maintained?
14. What amount of input would the City have in the content and format of an investment performance report?
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