MEMO_-_OMB_approval.pdf
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- Solicitation number
- 25-0318-RFP
- Issued by
- Pinellas County, Florida
About this file
This document is an internal procurement communication email thread regarding a Request for Proposal (RFP) for a Deferred Compensation Plan Consultant for the Pinellas County Board of County Commissioners (PCBOCC). The RFP seeks a qualified investment consultant to provide financial investment consulting services for the County's 457(b) Deferred Compensation and Health Savings Account investment plans. The contract is set to go into effect on July 1, 2026, with an initial contract duration of five years and an option to extend for two additional twelve-month renewal terms, subject to mutual agreement between the County and the selected consultant.
The email exchange reveals that the Office of Management and Budget (OMB) has reviewed and approved the RFP for release, with funding to be requested through an FY25 budget amendment. The procurement process involves internal review and verification of budget considerations, including confirming the Fund-Center-Account-Program and ensuring the contract was anticipated in the budget or will be addressed through a decision package in the FY26 Budget Request. The document indicates that the contract will involve an independent review of the plan's recordkeeping, administration, and investments.
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From: OpenGov Procurement Notifications To: Williams, Bryant Subject: New Comment - 25-0318-REQ: RFP Request: Deferred Compensation Plan Consultant Date: Tuesday, February 25, 2025 11:00:40 AM
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Veronica Ettel replied to a comment on 25-0318-REQ: RFP Request: Deferred Compensation Plan Consultant.
Introduction Section
BJ
Bryant Jasper-Williams Good afternoon, Veronica! Adding you for review of this new RFP for a deferred compensation plan consultant. This will be a new contract set to go into effect on July 1, 2026. Let me know if you have any questions.
BJ
Bryant Jasper-Williams Veronica - Resending for visibility, please see previous comment.
VE
Veronica Ettel Hi Bryant, The Document Setup does not identify the Fund-Center-Account- Program. Please confirm the account combination and provide an estimated annual cost for the potential contract. Also, was this anticipated and included in the FY25 Adopted Budget (either as a line item or added in a Decision Package). If not, will HR be submitting a Decision Package to request funding in its FY26 Budget Request.
BJ
Bryant Jasper-Williams Hi Veroncia! Per True's feedback OMB has reviewed this request with HR and granted approval. Please verify if this is correct.
VE
Veronica Ettel OMB has approved the RFP for release, with funding to be requested in an FY25 budget amendment.
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Questions? We're happy to help! Please do NOT respond to this email and instead reach us at procurement-support@opengov.com.
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