ESBD_File_348015_RFP 720-2407 - Submission Instructions.pdf

PDF 120 KB Posted

Attached to
Investment Products and Services Providers for The University of Texas Retirement Programs and The University of Texas System 457(f) Plans
Solicitation number
720-2407
Issued by
Travis County, Austin City, Texas

About this file

The document provided are the Submission Instructions for Suppliers interested in responding to a Request for Proposal (RFP) issued by the University of Texas System for Investment Products and Services Providers for The University of Texas Retirement Programs and The University of Texas System 457(f) Plans. The RFP covers Travis County and multiple jurisdictions within the City of Austin, Texas. The instructions detail the required submission materials, including an Executed Offer, Pricing and Delivery Schedule, Proposer's General Questionnaire, Addenda Checklist, HUB Subcontracting Plan, and other supporting documentation. Interested suppliers must submit their responses through the Bonfire portal by the Closing Time of February 23, 2024 at 2:30 PM CST.

The instructions specify that there will be a Vendor Discussion period from January 19, 2024 to January 31, 2024. The maximum upload file size is 1000 MB, and suppliers are advised not to embed documents within their uploaded files. The instructions also provide guidance on technical requirements for the submission process and contact information for the Bonfire support team.

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Submission Instructions for Suppliers

Please follow these instructions to submit via our Public Portal.

1. Prepare your submission materials:

Requested Information

Name Type # Files Requirement Instructions

Execution of Offer (Section 2, Appendix One)

File Type: PDF (.pdf) 1 Required

Pricing and Delivery Schedule (Section 6)

File Type: PDF (.pdf) 1 Required

Proposer's General Questionnaire (Section 3, Appendix One)

File Type: PDF (.pdf) 1 Required

Addenda Checklist (Section 4, Appendix One)

File Type: PDF (.pdf) 1 Required

Additional Questions Specific to this RFP (Section

5.5) (Q-67QY)

Questionnaire:

Excel (.xlsx) 1 Required

You will need to fill out the provided Response Template for this Questionnaire.

The Response Template can be downloaded from the project listing on the Bonfire portal.

HUB

Subcontracting Plan (Section 2.5)

File Type: PDF (.pdf) 1 Required

Information Security Requirements Attestation (Section 7)

File Type: PDF (.pdf) 1 Required

Redlined Sample Agreement (Appendix Two)

File Type: Word (.doc, .docx) 1 Optional

Access by Individuals with Disabilities (Appendix Three)

File Type: PDF (.pdf) 1 Required

HECVAT

(Appendix Four)

File Type: Excel (.xls, .xlsx) 1 Required

Electronic and Information Resources Environment Specifications (Appendix Six)

File Type: PDF (.pdf) 1 Required

Information Security Requirements and Questions (Appendix Ten)

File Type: PDF (.pdf) 1 Required

List of Additional Supplemental Contracts (Section 3.4.13)

File Type: Any (.csv, .pdf, .xls, .xlsx, .ppt, .pptx, .bmp, .gif, .jpeg, .jpg, .jpe, .png, .tiff, .tif, .txt, .text, .rtf, .doc, .docx, .dot, .dotx, .word, .dwg, .dwf, .dxf, .mp3, .wav, .avi, .mov, .mp4, .mpeg, .wmv, .zip)

1 Optional

Additional Documentation

File Type: Any (.csv, .pdf, .xls, .xlsx, .ppt, .pptx, .bmp, .gif, .jpeg, .jpg, .jpe, .png, .tiff, .tif, .txt, .text, .rtf, .doc, .docx, .dot, .dotx, .word, .dwg, .dwf, .dxf, .mp3, .wav, .avi, .mov, .mp4, .mpeg, .wmv, .zip)

Multiple Optional

Commodity Codes

Commodity Set Commodity Code Title Description

NIGP 94612 Actuarial Services

NIGP 94672 Retirement Planning Services

Requested Documents:

Please note the type and number of files allowed. The maximum upload file size is 1000 MB.

Please do not embed any documents within your uploaded files, as they will not be accessible or evaluated.

Requested Questionnaires:

The Questionnaire Response Templates can be obtained at https://utsystem.bonfirehub.com/opportunities/115811.

Please note that Questionnaires may take a significant amount of time to prepare.

2. Upload your submission at:

https://utsystem.bonfirehub.com/opportunities/115811

The Vendor Discussion period for this opportunity starts Jan 19, 2024 3:30 PM CST. The Vendor Discussion period for this opportunity ends Jan 31, 2024 3:30 PM CST. You will not be able to send messages after this time.

Your submission must be uploaded, submitted, and finalized prior to the Closing Time of Feb 23, 2024 2:30 PM CST. We strongly recommend that you give yourself sufficient time and at least ONE (1) day before Closing Time to begin the uploading process and to finalize your submission.

Important Notes:

Each item of Requested Information will only be visible after the Closing Time.

Uploading large documents may take significant time, depending on the size of the file(s) and your Internet connection speed.

You will receive an email confirmation receipt with a unique confirmation number once you finalize your submission.

Minimum system requirements: Microsoft Edge, Google Chrome, or Mozilla Firefox.

Javascript must be enabled. Browser cookies must be enabled.

Need Help?

The University of Texas System uses a Bonfire portal for accepting and evaluating proposals digitally. Please contact Bonfire at Support@GoBonfire.com for technical questions related to your submission. You can also visit their help forum at https://vendorsupport.gobonfire.com/hc/en-us mailto:support@gobonfire.com https://vendorsupport.gobonfire.com/hc/en-us

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