401K Investment Advisor
ID: FHF25Q0031Type: Combined Synopsis/Solicitation
Overview

Buyer

FEDERAL HOUSING FINANCE AGENCYFEDERAL HOUSING FINANCE AGENCYFEDERAL HOUSING FINANCE AGENCY, OBFMWASHINGTON, DC, 20219, USA

NAICS

Administrative Management and General Management Consulting Services (541611)

PSC

SUPPORT- MANAGEMENT: FINANCIAL (R710)

Original Source

https://sam.gov/opp/2cef02765e8e444b95d10b5116694012/view
Timeline
    Description

    The Federal Housing Finance Agency (FHFA) is seeking qualified vendors to provide Investment Advisor services for its 401(k) Plan, as outlined in RFQ# FHF25Q0031. The selected advisor will be responsible for developing the 401(k) Plan Investment Statement and Policy, reviewing performance, advising on fund selection, and ensuring compliance with relevant policies, with participation in up to four Oversight Committee meetings annually. This procurement emphasizes the importance of technical capability over pricing, although cost evaluations will assess the reasonableness of quoted rates, with a total evaluated price of $25,000 across a five-year period. Interested parties must submit electronic quotes by January 29, 2025, and can contact Natalie Wallace at natalie.wallace@fhfa.gov for further information.

    Point(s) of Contact
    Natalie Wallace
    natalie.wallace@fhfa.gov
    Files
    Title
    Posted
    Attachment B-Pricing.xlsx
    The document outlines the pricing schedule associated with RFQ# FHF25Q0031 for Investor Advisory Services over a five-year period, including a base year and four option years. In Section I, it specifies a fixed price for investor advisory services, listing a quantity of 12 months without defined unit prices. Section II details labor hour rates, with a Not-To-Exceed (NTE) cost of $5,000 per labor hour for each contract year, totaling an evaluated price of $25,000 across all years. The pricing structure is straightforward, indicating a predictable annual cost for services rendered. The evaluation focuses on maintaining a budget while ensuring the provision of advisory services, indicative of federal procurement processes aimed at transparency and cost control. This document serves as part of a federal RFP with the intent of soliciting proposals from potential vendors to fulfill specified advisory service needs.
    RFQ 25Q31.pdf
    The RFQ#FHF25Q0031 issued by the Federal Housing Finance Agency (FHFA) is a solicitation for an Investment Advisor to provide expert financial guidance concerning the agency's 401(k) Plan. The requirement falls under NAICS code 541611 (Administrative Management and General Management Consulting Services) and is open to all qualified vendors. Quoters must submit electronic quotes by January 29, 2025, following specific instructions, including registration in the System for Award Management (SAM). The selected Investment Advisor will assist in developing the 401(k) Plan Investment Statement and Policy, review performance, advise on fund selection, and ensure compliance with policies. They will participate in up to four Oversight Committee meetings annually, potentially virtually. Emphasis is placed on technical capability over pricing, although price evaluation will assess the reasonableness of quoted rates. The scope includes fixed-priced services and labor-hour services as needed, ensuring security measures for FHFA-controlled information. To encourage diverse participation, the solicitation underscores the importance of small business utilization. The document comprehensively outlines submission requirements, evaluation processes, and contractual obligations to ensure a transparent procurement process that adheres to federal standards.
    Lifecycle
    Title
    Type
    401K Investment Advisor
    Currently viewing
    Combined Synopsis/Solicitation
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