Exhibit_C_-_Price_Proposal.pdf

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Attached to
Fiduciary Services for Deferred Compensation Consulting Services
Solicitation number
RFP-604926-25/LNF
Issued by
Seminole County, Florida

About this file

Exhibit C is a Price Proposal from Seminole County, Florida for a Term Contract for Fiduciary Services for Deferred Compensation Consulting Services (RFP-604926-25/LNF). The document outlines a five-year contract for 457b Investment Consulting Services, requiring a consultant to evaluate investment options for the county's Deferred Compensation Plan and provide annual performance and compliance reports to the Plan Review Committee.

The pricing structure includes two primary components: an annual flat fee and hourly rates for Consultant/Advisor and Staff levels. The proposal requires proposers to submit a blended hourly rate that encompasses all labor categories, including labor, general and administrative expenses, overhead, and profit. Reimbursable expenses are to be charged in addition to the blended rate, and a one-time parcel fee is not permitted. The proposer must also identify key cost drivers and demonstrate the ability to contain engagement costs, with fully burdened hourly rates to be provided for each professional and administrative staff level.

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Fiduciary_Services_for_Deferred_Compensation_Consulting_Services_(Addendum_#1_Revision).pdf PDF
Fiduciary_Services_for_Deferred_Compensation_Consulting_Services_(Addendum_#1_Revision).pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Board_of_County_Commissioners_457.pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Clerk_of_the_Circuit_Court_457.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Supervisor_of_Elections.pdf PDF
Draft_Agreement_(RFP-604926-25).pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Board_of_County_Commissioners_457.pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Clerk_of_the_Circuit_Court_457.pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Sheriff's_Office_457.pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Supervisor_of_Elections_457.pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Tax_Collector's_Office_457.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Property_Appraiser.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Sheriff_Office.pdf PDF
Attachement_A_-_Expense_Ratio_Seminole_County_Property_Appraiser_457.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Property_Appraiser.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Supervisor_of_Elections.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Tax_Collectors_Office.pdf PDF
Exhibit_C_-_Price_Proposal.pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Tax_Collector's_Office_457.pdf PDF
Draft_Agreement_(RFP-604926-25).pdf PDF
Attachement_A_-_Expense_Ratio_Seminole_County_Property_Appraiser_457.pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Sheriff's_Office_457.pdf PDF
Attachment_A_-_Expense_Ratio_Seminole_County_Supervisor_of_Elections_457.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_BOCC.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Clerk_of_the_Circuit_Court.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Tax_Collectors_Office.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_BOCC.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Clerk_of_the_Circuit_Court.pdf PDF
Attachment_B_-_PlanHealthReport_06-30-2024_Seminole_County_Sheriff_Office.pdf PDF
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Exhibit C - Price Proposal

RFP-604926-25/LNF – TERM CONTRACT FOR FIDUCIARY SERVICES FOR DEFERRED

COMPENSATION CONSULTING SERVICES

Name of Proposer:

Mailing Address:

City/State/Zip:

Phone Number: (____) ___________________ FAX Number: (________)

E-Mail Address: _________________________________

Pursuant to and in compliance with the Request for Proposals, the undersigned Proposer agrees to perform the Work in strict conformity with Contract Documents, including Addenda Nos. ____ through____, on file for the rates hereinafter set forth. The undersigned Proposer declares that the only persons/parties interested in this proposal as principals are those named herein; that this proposal is made without collusion with any person, firm or corporation; and proposes and agrees that, if the proposal is accepted, Proposer will execute an Agreement with the COUNTY and will furnish Insurance Certificates.

Federal, State, County, and local laws, ordinances, rules, and regulations that in any manner affect the items covered herein shall be deemed to apply. Lack of knowledge by the Proposer will in no way be a cause for relief from responsibility.

The Cost Proposal must list the fully burdened hourly rates for each level of professional and administrative staff to be used to perform the tasks required by this RFP. Proposer must identify the key cost drivers that they expect to influence the costs of this engagement and the firm’s ability to contain them. Proposer must provide rates and policies concerning reimbursable expenses, including travel.

Compensation for services related to the coordination and acquisition of properties for the county as described in the scope of services provided in the RFP documents. Proposer shall submit one blended hourly rate for all services required under the scope of services. Appraisal services are not required under this scope. This blended rate would be a composite of all the labor categories required to accomplish this scope. This blended rate will include all cost (labor, G&A, overhead and profit). A onetime parcel fee is not allowed. Reimbursable expenses are in addition to the blended hourly rate.

Annual Flat Fee per year Description Year 1 Year 2 Year 3 Year 4 Year 5

457b Investment Consulting Services

Hourly Rates

Description Year 1 Year 2 Year 3 Year 4 Year 5 Consultant / Advisor

Staff

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