Non-Competitive_Oversight_Committee_Justification_Form.docx

DOCX document 22 KB Posted

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

About this file

The document is a Non-Competitive Oversight Committee Justification Form from Pinellas County, Florida, related to a Request for Proposal (RFP) for a Deferred Compensation Plan Consultant. The RFP seeks a qualified investment consultant to provide financial services for the County's 457(b) Deferred Compensation and Health Savings Account investment plans. The contract has an initial term upon execution, lasting five years, with an option to extend for two additional twelve-month renewal terms, contingent on mutual agreement between the County and the selected consultant. The awardee will serve as an independent reviewer of the plan's recordkeeping, administration, and investments.

The justification form indicates a non-competitive procurement process, with review by a Non-Competitive Oversight Committee. The form includes spaces for committee members (Merry Celeste, Don Crowell, Chris Rose, and Department ACA) to approve the procurement, though their specific votes are not filled in. The document is dated 05/05/2023 and appears to be a template for documenting the rationale behind a non-competitive purchase, though specific details about the vendor, total budget, project duration, and project manager are not completed in this version of the form.

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Text version

NON-COMPETITIVE OVERSIGHT COMMITTEE JUSTIFICATION FORM

Project/Purchase Name:

Total Budget Estimate:

Duration of engagement:

Project Manager:

Requisitioning Department:

Justification for non-compete purchase:

Was this vendor utilized on prior contracts? Please explain background:

Non-Competitive Oversight Committee
Approved at meeting
1) Merry Celeste
Yes: No:
2) Don Crowell
Yes: No:
3) Chris Rose
Yes: No:
4) Department ACA
Yes: No:

Rev. 05/05/2023

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