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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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Investor relations services or programs
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To verify that the tasks identified as deliverables have been performed, the Contractor shall provid...
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No Cost
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| Major Deliverable: To verify that the tasks identified as deliverables have been performed, the Contractor shall provide an annual report by the 15th business day following the end of the calendar year.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide an annual report by the 15th business day after the end of the calendar year as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the annual report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly
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| Source Documentation Page Reference: 34 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall maintain and provide to the Department information associated with a Participan...
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No Cost
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| Major Deliverable: The Contractor shall maintain and provide to the Department information associated with a Participant’s account, including, but not limited to:
· investment balances,
· allocations,
· contributions,
· physical and email addresses,
· agency of employment, and
· beneficiaries. The Contractor shall maintain and provide to the Department other information necessary for the proper administration of the Program.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide an annual report by the 15th business day after the end of the calendar year as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the annual report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly.
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| Source Documentation Page Reference: 34 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall provide to the Department an annual distribution report that includes each Term...
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No Cost
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| Major Deliverable: The Contractor shall provide to the Department an annual distribution report that includes each Terminated Participant’s:
· name,
· address,
· date of birth,
· date of separation,
· amount of distribution, and
· type of distribution.
Participants that took a “required minimum distribution” or that were cashed out shall be identified on the report.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide an annual report by the 15th business day after the end of the calendar year as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to complete the task shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly
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| Source Documentation Page Reference: 33 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall provide an annual statement to the Participant within ten (10) business days af...
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No Cost
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| Major Deliverable: The Contractor shall provide an annual statement to the Participant within ten (10) business days after the end of the calendar year by mail, unless directed by other means by the Participant. The statements shall conform to Employees Retirement Income Security Act industry standards.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide an annual report by the 15th business day after the end of the calendar year as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the annual report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly.
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| Source Documentation Page Reference: 33 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall perform a daily back-up of the Program data and provide off-site encrypted data...
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No Cost
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| Major Deliverable: The Contractor shall perform a daily back-up of the Program data and provide off-site encrypted data storage for disaster recovery.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide an annual report by the 15th business day after the end of the calendar year as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the annual report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly.
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| Source Documentation Page Reference: 33 |
| Deliverable Number: |
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Investor relations services or programs
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To verify that the tasks identified as deliverables have been performed, the Contractor shall provid...
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No Cost
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| Major Deliverable: To verify that the tasks identified as deliverables have been performed, the Contractor shall provide a quarterly report by the 15th Business Day after the end of each quarter.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide a quarterly report by the 15th business day of each quarter as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the quarterly report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly.
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| Source Documentation Page Reference: 33 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall identify the amount of the State’s total payroll tax savings and submit this in...
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No Cost
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| Major Deliverable: The Contractor shall identify the amount of the State’s total payroll tax savings and submit this information to the Department.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide a quarterly report by the 15th business day of each quarter as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the quarterly report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly.
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| Source Documentation Page Reference: 32 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall provide a Program website for Participants. See section 11 for additional info...
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No Cost
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| Major Deliverable: The Contractor shall provide a Program website for Participants. See section 11 for additional information.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide a quarterly report by the 15th business day of each quarter as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the quarterly report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly.
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| Source Documentation Page Reference: 32 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall provide educational services on a continuous basis for OPS employees. Educatio...
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No Cost
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| Major Deliverable: The Contractor shall provide educational services on a continuous basis for OPS employees. Educational services may be done through electronic mechanisms and/or in person by appointment. In addition, the Contractor shall provide OPS employees electronic access to information about investment options, rollovers, distribution of funds and the status of their account.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide a quarterly report by the 15th business day of each quarter as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the quarterly report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly.
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| Source Documentation Page Reference: 32 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall provide enrollment documents to each State agency human resource staff electron...
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No Cost
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| Major Deliverable: The Contractor shall provide enrollment documents to each State agency human resource staff electronically and in physical form for distributing to new OPS employees. The enrollment documents shall include:
· a welcome letter clearly explaining the Program and fees,
· Participant enrollment,
· change forms,
· Contractor contact information,
· investment information sheets, and
· instruction sheet on how to complete the forms
The investment information sheets shall clearly identify the default fund, the historical returns and management fee of each investment offered for the program. The enrollment documents shall be accessible on the Contractor’s website.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide a quarterly report by the 15th business day of each quarter as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the quarterly report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100) per day until the task is completed correctly.
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| Source Documentation Page Reference: 32 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall offer a selection of diversified investment products. See Section 13 below
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No Cost
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| Major Deliverable: The Contractor shall offer a selection of diversified investment products. See Section 13 below
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide a quarterly report by the 15th business day of each quarter as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the quarterly report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100.00) per day until the task is completed correctly.
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| Source Documentation Page Reference: 31 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall submit a monthly report that identifies:
· the number of Participants wi...
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No Cost
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| Major Deliverable: The Contractor shall submit a monthly report that identifies:
· the number of Participants with an account balance who have not been terminated,
· the number of Terminated Participants with an account balance,
· the number of contributing Participants,
· the total number of Participant accounts,
· total contributions for the month, and total assets in the Program
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide a report by the 10th Business Day of each month as evidence of the provision of the deliverables
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| Financial Consequences: Failure to provide the monthly report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100.00) per day until the task is completed correctly.
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| Source Documentation Page Reference: 31 |
| Deliverable Number: |
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Investor relations services or programs
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The Contractor shall provide to the Department an electronic confirmation after payroll contribution...
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No Cost
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| Major Deliverable: The Contractor shall provide to the Department an electronic confirmation after payroll contributions are received and invested by the Contractor. Confirmations are due by 10:00 a.m. (ET) on the next Business Day.
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| Deliverable Price: $0.00 |
| Non Price Justification: Agreement without a financial exchange or impact |
| Performance Metrics: The Contractor shall provide a report by the 10th business day of each month as evidence of the provision of the deliverables.
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| Financial Consequences: Failure to provide the monthly report shall result in the assessment of a financial consequence against the Contractor in the amount of one hundred dollars ($100.00) per day until the task is completed correctly.
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| Source Documentation Page Reference: 31 |
| Deliverable Number: |
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