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.