SOLICITATION NOTICE
R -- Administrative Services for the Tax Deferred Contribution Plan
- Notice Date
- 12/17/2003
- Notice Type
- Solicitation Notice
- Contracting Office
- Department of the Treasury, Departmental Offices/Procurement Services Division (DO/PSD), Procurement Services Division (PSD), 1425 New York Avenue, Suite 2100, Washington, DC, 20220
- ZIP Code
- 20220
- Solicitation Number
- A04-006
- Response Due
- 12/31/2003
- Archive Date
- 1/15/2004
- Point of Contact
- Steven Gordon, Contracting Officer, Phone 202 622-2341, Fax 202 622-2343,
- E-Mail Address
-
steve.gordon@do.treas.gov
- Description
- Treasury?s Office of Technical Assistance (OTA) requires recordkeeping/administrative and investment management/trustee services for its start-up tax deferred defined contribution plan, equivalent in design and function to an Internal Revenue Code (IRC) 401 (k) plan for its Personal Services Contractors (USPSC?s). All costs for this plan shall be borne by the plan. The plan must be a pre-approved prototype plan, presently approved by the Internal Revenue Service. OTA intends for contributions to the Plan to begin no later than February 15, 2004. The contractor must provide daily valuation for recordkeeping/administrative services. The contractor must provide a minimum of at least 5 diversified investment options and at least 3 of these must represent materially different risk characteristics for the investment management services portion of the contract. It is anticipated that oral presentations (among other quality ranking factors) will be used to determine the selection of the Contractor. The solicitation is anticipated to be available by December 31, 2003. Proposals are due by January 29, 2004 by 2:00 P.M. Questions pertaining to this proposal will be accepted until January 12, 2004 by 2:00 P.M. Proposals may be mailed to the Department of the Treasury, Headquarters Operations, Procurement Services Division, Attn: Steve Gordon, 1425 New York Avenue, N.W., Suite 2100, Washington, DC 20220.
- Place of Performance
- Address: Washington, DC
- Record
- SN00491464-W 20031219/031217212712 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)
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