DESIGNATED_REPRESENTATIVESdocx.pdf

This document is a form template for Designated Representatives, Key Personnel, and Sub-Consultants, specifically designed for the City of Pasadena's 457 Deferred Compensation Plan Services consulting contract. The form provides structured sections for the consultant to list their designated representative, key personnel with their titles, responsibilities, and time commitments, as well as sub-consultants with their disciplines, firm names, contacts, and time commitments.

The form is part of a competitive solicitation for professional consulting services to manage the city's deferred compensation plan, with an emphasis on finding a qualified firm that can provide comprehensive plan administration, performance optimization, and regulatory compliance. While the form itself is blank and awaiting completion, it is a critical component of the proposal process, allowing the city to understand the specific team and resources the consultant will dedicate to the project. The RFP indicates a preference for consultants with advanced financial certifications such as Chartered Financial Analyst (CFA) or Chartered Retirement Plan Specialist (CRPR).