ESBD_453821_1758829127284_Addendum #3 _PPC & Recording_9.24.25 - RFP 2509-001 Retirement Plan Advisor.pdf

This addendum to RFP 2509-001, issued by Travis County Healthcare District (Central Health) in Texas on September 24, 2025, supplements the retirement plan advisor solicitation with critical procedural information. The addendum documents attendees from the pre-proposal conference held on September 24, 2025, at 1:30 PM via MS Teams and provides access to the recorded conference. Four entities registered for the pre-proposal meeting: Multnomah Group, Inc., Innovest Portfolio Solution, and RBC Wealth Management (represented by two contact persons). The addendum explicitly states that the attendee list is provided solely to facilitate subcontracting opportunities and is not for public distribution. A link to the recorded pre-proposal conference is included to allow interested parties who could not attend the live session to review the discussion and information presented regarding the solicitation requirements.

The addendum serves as an informational update to the original RFP 2509-001, which seeks a retirement plan advisor for an organization with approximately 2,100 employees to optimize 401a and 457 retirement plans. The procurement allows both HUB-certified and non-HUB vendors to participate, with Central Health requesting good faith effort for MBE/WBE participation. The incumbent vendor is One Digital. Proposal questions are accepted until October 8, 2025, with final proposals due October 27, 2025, at 2:00 PM Central Time. The initial contract term is one year with four optional one-year renewal periods, and the contract is expected to commence November 1, 2025. Proposals must be submitted through the BidNet platform, with alternative in-person drop-off arrangements available. Proposers are required to submit their own proposed rates and budgets, and resumes and additional content count against the proposal page limit.