457(b) AND 401(a) PLAN ADMINISTRATION

Project Title 457(b) AND 401(a) PLAN ADMINISTRATION Invitation # 24-07MA Bid Posting Date 03/27/2024 7:43 AM (PDT) Project Stage Bidding Bid Due Date 04/30/2024 10:00 AM (PDT) Response Format Electronic Project Type RFP (Request for Proposal) Response Types Response File Type of Award Lump Sum Categories 91840 - Employee Benefits Consulting 91849 - Finance/Economics Consulting 94600 - Financial Services 94656 - Investment Management Services 95882 - Records Management Services (Including Document Management Services Which Also Includes Technology Integration) License Requirements Department Procurement Services Address 1400 Tidelands Avenue National City, California 91951 County San Diego Bid Valid Liquidated Damages Estimated Bid Value Start/Delivery Date January 1, 2025 Project Duration 5 Years Bid Bond Bid Bond 0.00% Payment Bond 0.00% Performance Bond 0.00% Pre-Bid Meeting Information Pre-Bid Meeting Yes - Not Mandatory Pre-Bid Meeting Date 04/09/2024 9:00 AM (PDT) Pre-Bid Meeting

Location VIRTUAL ONLY Information Exchange Meeting may be accessed by dialing (619) 535-7686, and using Conference ID: 670 049 992# or by using the following link: https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjUxMjhiNDgtZGQxMS00NmUxLWEzYTQtODc1NTIyZmZjZGNk%40thread.v2/0?context=%7b%22Tid%22%3a%22b3ce7f6b-bd3f-49e7-bb24-63bed67d2a28%22%2c%22Oid%22%3a%22e212fdc0-dd24-4ab1-b83b-7ade07d9c203%22%7d Online Q&A Online Q&A Yes Q&A Deadline 04/16/2024 10:00 AM (PDT) Contact Information Contact Info Mark Adams 619-686-6247 madams@portofsandiego.org Bids to Owner's Agent Description Scope of Services The San Diego Unified Port District (District) is accepting proposals from qualified firms to provide administration, recordkeeping, and investment management services for the District’s Section 457(b) Deferred Compensation and 401(a) Defined Contribution Plans. DOWNLOAD RFP FOR COMPLETE SCOPE OF SERVICES AND PROPOSAL REQUIREMENTS Other Details Notes Special Notices Local Programs & Policies Place eBid