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Public Announcements 2022-2023

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​​12/8/20​23: Notice of Intent to Award 

Tribal Consultation Training Program

​RFP 23-200-01

​

CalHR is awarding the Tribal Consultation Training Program, RFP 23-200-01, to the following Candidate:

Kauffman and Associates, Inc.
P.O. Box 21789​
Spokane, WA 99201
​

Contact Information:​

CalHR Contracts Management Unit
Division of Administrative Services
​08-07-2023: Notice of Intent to Award

Socially Responsible Investments (Actively Managed) RFP 22-700-05

CalHR is awarding the Socially Responsible Investments (Actively Managed) RFP 22-700-05 to the following Candidate:

Boston Trust Walden Company
1 Beacon St, 34th Floor
Boston, MA 02108
Visit www.savingsplusnow.com​ for more information about Savings Plus.
 
The protest period will expire on August 11, 2023 at 3:00 p.m. (PT).​​
​​Contact Information:
CalHR Contracts Management Unit
Division of Administrative Services
admin.contracts@calhr.ca.gov​​ ​
​06-23-2023: Notice of Intent to Award 

Trustee/Custodian and Securities Lending Provider Services RFP 22-700-01

CalHR is awarding the Trustee/Custodian and Securities Lending Provider Services RFP 22-700-01 to the following candidate:

JPMorgan Chase Bank, N.A.
70 Fargo Street, Floor 8​

Boston, MA 02210​​​

Visit www.savingsplusnow.com​ for more information about Savings Plus.

​The protest period expires June 30, 2023 at 3:00 p.m. (PT).​


​​Contact Information:
CalHR Contracts Management Unit
Administrative Services Division
​5/3/2023: Notice of Intent to Award

Diversity, Equity, and Inclusion Strategic Consultant RFP 22-100-01​

​
​​​
On May 3 2023, the Department of Human Resources announced its intent to award the contract for Diversity, Equity, and Inclusion Strategic Consultant services. The proposed contract period shall be May 16, 2023 through June 30, 2025.  

The Department of Human Resources intends to award this contract to the following organization therein indicated:

UPD Consulting
2526 Saint Paul Street
Baltimore, MD 21218
​

Questions should be directed to:
Marcos Hernandez, Contract Services Manager
Department of Human Resources
Administrative Services Division
1515 S Street, North Building, Suite 500
Sacramento, CA 95811
(916) 909-3282


Notice expires:  May 10, 2023, at 4:00 p.m. (PT)​

04-05-2023: Socially Responsible Investments – Balanced Fund (Actively Managed) – RFP Announcement

CalHR released a Request for Proposal (RFP) 22-700-05 on April 5, 2023, seeking bids for Socially Responsible Investments (SR​​​I) – Balanced Fund (actively managed). The investment awarded through this RFP process will be used to replace the current investments in the SRI Balanced Fund option in the Savings Plus Program's 457(b) Deferred Compensation Plan and 401(k) Thrift Plan.

CalHR will consider institutionally managed investment vehicles including separately managed accounts, commingled trust funds, low cost retail mutual funds, and institutional mutual funds that can operate in a daily valued recordkeeping environment.

CalHR's investment portfolio is constructed through the use of twenty-three (23) separate accounts, two (2) commingled trust funds, and four (4) mutual funds.

CalHR intends that the successful firms will enter into individual agreements with CalHR for a five-year period beginning October 1, 2023, with the option to extend the agreement for up to two (2) additional one-year periods.

Visit savingsplusnow.com for more information about Savings Plus.

The deadline for response to this RFP is May 15, 2023 at 3:00 p.m. (PT).​​​

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure on or after April 1, 2023
  • Click Get Public Procurement Information
  • Search Event I.D. 22-700-05
  • Register to receive updates about this RFP

​QUESTIONS

CalHR will only answer questions about the RFP in accordance with the instructions provided within the RFP.

There is no bidder's conference scheduled for this RFP.​



​

ADDENDUMS

Addendums are posted at Cal eProcure. Only registered users are notified of such addendums via email.

BIDDERS LIST

To receive notice of the next Savings Plus RFP opportunity, provide the following information to the Contracts Management Unit:

Company Name
Address
City, State, ZIP Code
Contact Name
Title
Telephone Number
Fax Number
Email Address

You may email this information to admin.contracts@calhr.ca.gov or mail it to:

Department of Human Resources
Attention: Contracts Management Unit
1515 S Street, North Building, Suite 500
Sacramento, CA 95811-7258​​​​


​03-20-2023: Socially Responsible Investments -Balanced Fund (Actively Managed) – Notice of Upcoming RFP

CalHR will soon release a Request for Proposal (RFP 22-700-05) seeking bids for the Socially Responsible Investments (SRI)- Balanced Fund (actively managed). The investments awarded through this RFP process will be used to replace the current investments in the SRI Balanced Fund in the Savings Plus Program's 457(b) Deferred Compensation Plan and 401(k) Thrift Plan.

CalHR will consider institutionally managed investment vehicles including separately managed accounts, commingled trust funds, low cost retail mutual funds, and institutional mutual funds that can operate in a daily valued recordkeeping environment.

CalHR's investment portfolio is constructed through the use of twenty-three (23) separate accounts, two (2) commingled trust funds, and four (4) mutual funds.

CalHR intends that the successful firms will enter into individual agreements with CalHR for a five-year period beginning October 1, 2023, with the option to extend the agreement for up to two (2) additional one-year periods.

Visit savingsplusnow.com for more information about Savings Plus.​​

​CalHR plans to release this RFP on or about April 5, 2023.

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit CaleProcure on or after April 5, 2023
  • Click Get Public Procurement Information
  • Search Event I.D. 22-700-05
  • Register to receive updates about this RFP

​QUESTIONS

CalHR will only answer questions about the RFP in accordance with the instructions provided within the RFP.

There is no bidder's conference scheduled for this RFP.


​ADDENDUMS

Addendums are posted at CaleProcure. Only registered users are notified of such addendums via email.​

BIDDERS LIST

To receive notice of the next Savings Plus RFP opportunity, provide the following information to the Contracts Management Unit:

Company Name
Address
City, State, ZIP Code
Contact Name
Title
Telephone Number
Fax Number
Email Address

You may email this information to admin.contracts@calhr.ca.gov or mail it to:

Department of Human Resources
Attention: Contracts Management Unit
1515 S Street, North Building, Suite 500N
Sacramento, CA 95811-7258


​2/10/2023 Notice of Intent to Award 

Learning & Development Strategic Consultant RFP 22-200-01


​The Department of Human Resources is awarding RFP 22-200-01 for a Learning and Development Strategic Consultant to the following candidate:

Guidehouse Inc.
1676 International Drive, Suite 800
McLean VA 22102

​The protest period will expire on Friday, February 17, 2023, at 4:00 p.m. (PT).

​Contact Information:
Marcos Hernandez
Contracts Management Unit
Division of Administrative Services
(916) 909-3282
admin.contracts@calhr.ca.gov​
​12-05-2021: Learning & Development Strategic Consultant ​RFP Announcement

CalHR released a Request for Proposal (RFP), 22-200-01, on December 5, 2022, to obtain proposals for consultants for a statewide L&D strategy, being the first step in creating a modern, integrated approach to developing state employees and establishing a culture of ongoing learning in state government.

CalHR intends that the Agreement(s) resulting from this RFP will be effective January 27, 2023 and will run for a 5 month period with the option to extend the Agreement(s) for up to one (1) additional one-year period.

​The deadline for response to this RFP is January 4, 2023, at 3:00 p.m. (PT).​

​TO GET THE RFP BID PACKAGE
To get the RFP bid package:
  • Visit Cal eProcure​ on or after December 5, 2022
  • Select Start Search 
  • Enter 22-200-01 into the Event I.D. field
  • Select Search
  • Register to receive updates about this RFP

​QUESTIONS

CalHR will only answer questions about the RFP in accordance with the instructions provided within the RFP. ​

There is no bidder's conference scheduled for this RFP.


​ADDENDUMS

Addendums are posted at Cal e​Procure. Only registered users of Cal eProcure are notified of such addendums via e​​mail.​​


​
​11​-01-2022: Notice of Intent to Award 

Retirement Model Consultant RFP 22-350-01

​The Department of Human Resources (CalHR) is awarding the RFP Number RFP 22-350-01 for Retirement Model Consultant to the following candidate:

The Segal Company, Western States, Inc. d/b/a Segal
1800 M Street, NW, Suite 900 S,
Washington, DC 20036-58801​
​
The protest period will expire on Tuesday, November 8, 2022, at 4:00 p.m. (PT).​​
​Contact Information:
Marcos Hernandez
Contracts Management Unit
Division of Administrative Services
(916) 909-3282
admin.contracts@calhr.ca.gov​​​
​10-03-2022: Trustee/Custodian and Securities Lending Services for the Savings Plus Program – RFP Announcement 

CalHR released a Request for Proposal (RFP 22-700-01) on October 3, 2022 seeking bids for Trustee/Custodian and Securities Lending Services for the Savings Plus Program (Savings Plus), the State of California's $18.5 billion Defined Contribution Plan, which consists of a 457(b) Plan, 401(k) Plan, and Part-time, Seasonal, and Temporary Employees Retirement Program.

The Agreements awarded through this RFP process will be used to replace the current Agreement for Trustee/Custodian and Securities Lending Services for Savings Plus.

CalHR intends that the successful firm will enter into two simultaneous Agreements with CalHR (one for Trustee/Custodial services and one for Securities Lending Program services), each for a five-year period beginning January 1, 2024 with the option to extend the Agreements for up to two additional one-year periods.

Visit savingsplusnow.com​ for more information about Savings Plus.

​The deadline for response to this RFP is December 5, 2022 at 3:00 p.m. (PT).

​TO GET THE RFP BID PACKAGE
To get the RFP bid package:
  • Visit Cal eProcure​ on or after October 3, 2022
  • Select Start Search 
  • Enter 22-700-01 into the Event I.D. field
  • Select Search
  • Register to receive updates about this RFP

​QUESTIONS

CalHR will only answer questions about the RFP in accordance with the instructions provided within the RFP. 

There is no bidder's conference scheduled for this RFP.

​ADDENDUMS

Addendums are posted at Cal eProcure. Only registered users of Cal eProcure are notified of such addendums via email.​



​10-03-2022: Notice of Intent to Award

International Equity Growth and International Equity Value (Actively Managed) Investment RFP 22-700-03

CalHR is awarding the International Equity Growth (Actively Managed) Investment RFP 22-700-03 to the following candidate:

MFS Investment Management
111 Huntington Avenue

Boston, MA 02199-7618

 ​

​CalHR is awarding the International Equity Value (Actively Managed) Investment RFP 22-700-03 to the following candidate:

​Brandes Investment Partners, L.P.
4275 Executive Square, 5th Floor

La Jolla, CA 92037

 
Visit www.savingsplusnow.com​ for more information about Savings Plus.

The protest period will expire on October 7, 2022, at 3:00 p.m. (PT).​
​Contact Information:
Marcos Hernandez
Contracts Management Unit
Division of Administrative Services
(916) 909-3282​
admin.contracts@calhr.ca.gov​​
​09-19-2022: Trust​ee/Custodian and Securities Lending Services for the Savings Plus Program – RFP Announcement

CalHR will soon release a Request for Proposal (RFP 22-700-01) seeking bids for Trustee/Custodian and Securities Lending Services for the Savings Plus Program (Savings Plus), the State of California's $18.5 billion Defined Contribution Plan, which consists of a 457(b) Plan, 401(k) Plan, and Part-time, Seasonal, and Temporary Employees Retirement Program.

The Agreements awarded through this RFP process will be used to replace the current Agreement for Trustee/Custodian and Securities Lending Services for Savings Plus.

CalHR intends that the successful firm will enter into two simultaneous Agreements with CalHR (one for Trustee/Custodial services and one for Securities Lending Program services), each for a five-year period beginning January 1, 2024 with the option to extend the Agreements for up to two additional one-year periods.

Visit savingsplusnow.com​ for more information about Savings Plus.

​CalHR intends to release this RFP on or about October 3, 2022.

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure​ on or after October 3, 2022
  • Select Start Search
  • Enter 22-700-01 into the Event I.D. field
  • Select Search
  • Register to receive updates about this RFP

QUESTIONS

CalHR will only answer questions about the RFP in accordance with the instructions provided within the RFP. 

There is no bidder's conference scheduled for this RFP.

​ADDENDUMS

Addendums are posted at Cal eProcure. Only registered users of Cal eProcure are notified of such addendums via email.​

​06-01-2022: International Value and International Growth (Actively Managed) Investments –RFP Announcement​​​
CalHR released a Request for Proposal (RFP 22-700-03) on June 1, 2022, seeking bids for International Value and International Growth (actively managed) investments. The investments awarded through this RFP process will be used to replace the current International Value and International Growth investments in the Savings Plus Program’s 457(b) Deferred Compensation Plan and 401(k) Thrift Plan.
CalHR will consider institutionally managed investment vehicles including separately managed accounts, commingled trust funds, low-cost retail mutual funds, and institutional mutual funds that can operate in a daily valued recordkeeping environment.

CalHR’s investment portfolio is constructed through the use of twenty-three(23​) separate accounts, two (2) commingled trust funds, and two (2) mutual funds.

CalHR intends that the successful firms will enter into individual agreements with CalHR for a five-year period beginning December 1, 2022, with the option to extend the agreement for up to two (2) additional one-year periods.

Visit savingsplusnow.com​ for more information about Savings Plus.

The deadline for resp​onse to this RFP is July 15, 2022, at 3:00 p.m. (PT).​
​TO GET THE RFP BID PACKAGE
To get the RFP bid package:
  • Visit Cal eProcure on or after June 1, 2022
  • Click Get Public Procurement Information
  • Search Event I.D. 22-700-03
  • Register to receive updates about this RFP
QUESTIONS
CalHR will only answer questions about the RFP in accordance with the instructions provided within the RFP.

There is no bidder's conference scheduled for this RFP.​
​

ADDENDUMS

​
Addendums are posted at Cal eProcure. Only registered users are notified of such addendums via email.

BIDDERS LIST


To receive notice of the next Savings Plus RFP opportunity, provide the following information to the Contracts Management Unit:

Company Name 

Address 

City, State, ZIP Code 

Contact Name 

Title

Telephone Number 

Fax Number 

Email Address


You may email this information to admin.contracts@calhr.ca.gov​ or mail it to:

Department of Human Resources 

Attention: Contracts Management Unit 

1515 S Street, North Building, Suite 500 

Sacramento, CA 95811-7258

​05-02-2022: International Value and International Growth (Actively Managed) Investments –Notice of Upcoming RFP

CalHR will soon release a Request for Proposal (RFP 22-700-03) seeking bids for International Value and International Growth (actively managed) investments. The investments awarded through this RFP process will be used to replace the current International Value and International Growth investments in the Savings Plus Program's 457(b) Deferred Compensation Plan and 401(k) Thrift Plan.

CalHR will consider institutionally managed investment vehicles including separately managed accounts, commingled trust funds, low-cost retail mutual funds, and institutional mutual funds that can operate in a daily valued recordkeeping environment.

CalHR's investment portfolio is constructed through the use of twenty-three (23​) separate accounts, two (2) commingled trust funds, and two (2) mutual funds.

CalHR intends that the successful firms will enter into individual agreements with CalHR for a five-year period beginning December 1, 2022, with the option to extend the agreement for up to two (2) additional one-year periods.

Visit savingsplusnow.com for more information about Savings Plus.

We plan to release this RFP on or about June 1, 2022.​

​TO GET THE RFP BID PACKAGE

To get the RFP bid package:

  • Visit Cal eProcure on or after June 1, 2022
  • Click Get Public Procurement Information
  • Search Event I.D. ​​22-700-03
  • Register to receive updates about this RFP

​QUESTIONS

CalHR will only answer questions about the RFP according to the instructions provided within the RFP.

There is no bidder's conference scheduled for this RFP.

​ADDENDUMS

Addendums are posted at Cal eProcure. Only registered users are notified of such addendums via email.

BIDDERS LIST

To receive notice of the next Savings Plus RFP opportunity, provide the following information to the Contracts Management Unit:

Company Name
Address
City, State, ZIP Code
Contact Name
Title
Telephone Number
Fax Number
Email Address

You may email this information to admin.contracts@calhr.ca.gov or mail it to:

Department of Human Resources

Attention: Contracts Management Unit
1515 S Street, North Building, Suite 500
Sacramento, CA 95811-7258​​

  Updated: 4/8/2024
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