RFP_Attachment_6.8_Number_of_Employees_and_ORP_Eligibility_Summaries_for_TBR%20and%20LGI%27s.xlsx

This is an attachment document providing employee count and Optional Retirement Program (ORP) eligibility summaries for the Tennessee Board of Regents (TBR) and Local Government Institutions (LGI's) related to the State of Tennessee's Optional Retirement Program and Public Higher Education 403(b) Plans recordkeeping, administration, and investment options procurement. The spreadsheet contains detailed enrollment data and eligibility information across Tennessee's higher education institutions participating in the Optional Retirement Program. The document serves as a supporting exhibit for the RFP, providing baseline data on the number of employees and participants that will be affected by the selected vendor's services, which is essential information for prospective bidders to understand the scope of administrative and recordkeeping responsibilities they would assume.

The document functions as a reference tool for RFP respondents to understand the scale of the Optional Retirement Program across TBR and LGI institutions. By presenting employee counts and ORP eligibility summaries by institution, the attachment enables bidders to accurately assess staffing requirements, system capacity needs, and service delivery scope for recordkeeping and administration services. This information is critical for vendors to develop appropriate pricing proposals, implementation timelines, and service delivery models that account for the specific participant populations and institutional structures within Tennessee's public higher education system.