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  5. ›Consulting Services for Deferred Compensation Plan

Awarded contract·Hillsborough County Aviation Authority·Florida

Consulting Services for Deferred Compensation Plan

Won by OneDigital Investment Advisors LLC$100kSingle Award
Contract source

Awarded vendors

  • OneDigital Investment Advisors LLC

Description

This contract is for consulting services for a deferred compensation plan, awarded to OneDigital Investment Advisors LLC by the Hillsborough County Aviation Authority. The contract is for a term of three years, with a start date of December 1, 2023, and an end date of November 30, 2026. The services to be provided include investment advisory services, with OneDigital acting as the investment manager for the plan. The contract includes provisions for non-discrimination, insurance requirements, and termination. The budget for the contract is $99,750. Key aspects of the contract include: * OneDigital will provide investment advisory services to the plan, including monitoring and reporting on investment performance. * The contract includes a limited power of attorney, granting OneDigital discretionary authority to initiate investment transactions. * The contract includes provisions for non-discrimination, including compliance with Title VI of the Civil Rights Act of 1964 and other applicable laws. * The contract requires OneDigital to maintain insurance coverage, including professional liability insurance and workers' compensation insurance. * The contract includes a termination clause, which allows for termination by either party with 30 days' written notice. * The contract includes provisions for audits and inspections, with OneDigital required to provide access to its records and facilities. * Key points to consider when evaluating this contract include the scope of services, the term and termination provisions, and the insurance and audit requirements.

Attached files

Key dates

Starts
12/1/2023
Ends
11/30/2026
Duration
3 years

Last updated

Details

Award type
Single Award
Procurement
Full and Open Competition
Industry
Financial Services
NAICS
523920
Solicitation №
71566

Contract value

$99,750

The contract value is estimated to be $99,750, based on the budget listed in the contract document. This estimate is based on the assumption that the contract will be fully executed over the three-year term, and that there will be no changes to the scope of work or pricing. Factors that may influence the contract value include the actual services provided, any changes to the scope of work, and any amendments to the contract.

AI estimate from the award documents

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