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Deliverable Number
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Commodity/Service Type
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Major Deliverable
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Method of Payment
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ADMINISTRATIVE/CONSULTANT SERVICE;
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• The Respondent shall provide the Social Security Alternative Retirement Plan ...
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No Cost
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| Major Deliverable: • The Respondent shall provide the Social Security Alternative Retirement Plan at no cost to the State of Florida. The account balance of the employee's plan shall be portable. |
| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Annual memo to be supplied. |
| Financial Consequences: "Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default." |
| Source Documentation Page Reference: Page 13 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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Respondent shall possess and maintain a plan approval letter from the IRS indicating the Respondent'...
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No Cost
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| Major Deliverable: Respondent shall possess and maintain a plan approval letter from the IRS indicating the Respondent's plan is approved under IRS codes and regulations. |
| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Annual memo to be supplied.
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| Financial Consequences: "Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default."
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| Source Documentation Page Reference: Page 13 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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Respondent must accept fund transmittal via BOSP consolidated vendor system.
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No Cost
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| Major Deliverable: Respondent must accept fund transmittal via BOSP consolidated vendor system. |
| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Monthly report to be supplied. |
| Financial Consequences: "Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default." |
| Source Documentation Page Reference: Page 13 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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Respondent must be licensed by all federal and state authorities that regulate investment products.
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No Cost
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| Major Deliverable: Respondent must be licensed by all federal and state authorities that regulate investment products. |
| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Annual memo to be supplied. |
| Financial Consequences: "Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default." |
| Source Documentation Page Reference: Page 13 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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Annual statements will be mailed directly to the home of the participant.
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No Cost
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| Major Deliverable: Annual statements will be mailed directly to the home of the participant.
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| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Annual memo to be supplied.
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| Financial Consequences: "Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default." |
| Source Documentation Page Reference: Page 12 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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Respondent must maintain a clear background investigation from SEC, state insurance regulators and o...
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No Cost
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| Major Deliverable: Respondent must maintain a clear background investigation from SEC, state insurance regulators and other licensing bodies as appropriate.
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| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Annual memo to be supplied. |
| Financial Consequences: "Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default." |
| Source Documentation Page Reference: Page 13 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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Daily back-ups are performed of payroll files and sent off site.
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No Cost
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| Major Deliverable: Daily back-ups are performed of payroll files and sent off site.
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| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Quarterly report to be supplied.
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| Financial Consequences: "Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default."
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| Source Documentation Page Reference: Page 6 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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Account summary reports are provided to the employer sponsor and trustee at the frequency requested ...
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No Cost
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| Major Deliverable: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. This report includes information by fund (such as balances, contributions, transfers, withdrawals, etc.) for the most recent year.
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| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Quarterly report to be supplied.
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| Financial Consequences: "Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default." |
| Source Documentation Page Reference: Page 6 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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Provides administrative services, trust services, record keeping services, education and investment ...
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No Cost
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| Major Deliverable: Provides administrative services, trust services, record keeping services, education and investment vehicles to all eligible OPS employees.
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| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Annual memo to be supplied. |
| Financial Consequences: Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default. |
| Source Documentation Page Reference: Page 6 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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All transactions are processed within the appropriate timeframes. All remittances; transfers and inv...
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No Cost
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| Major Deliverable: All transactions are processed within the appropriate timeframes. All remittances; transfers and investment allocation changes are processed with the same day effective date and are audited by trained system and administrative experts as well as members of DFS staff to ensure the transactions were processed accurately and on a timely basis.
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| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Monthly report to be supplied.
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| Financial Consequences: "Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default." |
| Source Documentation Page Reference: Page 6 |
| Deliverable Number: |
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ADMINISTRATIVE/CONSULTANT SERVICE;
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BENCOR, Inc. maintains an Internal Revenue Service (IRS) pre-approved volume submitter plan that is ...
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No Cost
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| Major Deliverable: BENCOR, Inc. maintains an Internal Revenue Service (IRS) pre-approved volume submitter plan that is qualified under Internal Revenue Code (Code) Section 401(a). |
| Deliverable Price: $0.00 |
| Non Price Justification: Price cannot be determined until the work has been completed |
| Performance Metrics: Account summary reports are provided to the employer sponsor and trustee at the frequency requested 'by the employer. Annual memo to be supplied.
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| Financial Consequences: Afford the Respondent an opportunity to perform the non-performed work within eight (8) hours of notification of such failure.
Pursue any other remedy available to the Department to address the default. |
| Source Documentation Page Reference: Page 6 |
| Deliverable Number: |
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