MEMO_-_OMB_approval.pdf

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25-0318-RFP Deferred Compensation Plan Consultant
Solicitation number
25-0318-RFP
Issued by
Pinellas County, Florida

About this file

This document is an email exchange within the OpenGov Procurement system regarding a Request for Proposal (RFP) for a Deferred Compensation Plan Consultant for a government agency. The proposed contract is set to go into effect on July 1, 2026, with the RFP being reviewed and approved by the Office of Management and Budget (OMB) and the Human Resources (HR) department. The procurement process involves internal communication between Bryant Jasper-Williams and Veronica Ettel to finalize the RFP details and secure necessary approvals.

The key financial considerations include funding through an FY25 budget amendment, with OMB having already reviewed and granted approval for the RFP release. Veronica Ettel requested clarification on the Fund-Center-Account-Program details and an estimated annual cost for the potential contract. The document indicates that the contract was not originally anticipated in the FY25 Adopted Budget and will require a budget amendment to proceed. The procurement is being managed through the OpenGov Procurement system, with support available at procurement-support@opengov.com for any additional questions.

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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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