SIB04-20-Program Management Services for the Scholarshare 529 College Savings Plan

Agency: State Government of California
State: California
Level of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
  • U - Education and Training Services
Opps ID: NBD10570567847213976
Posted Date: May 3, 2021
Due Date: Jun 10, 2021
Solicitation No: 0000019535
Source: Members Only


Event : 0000019535




SIB04-20-Program Management Services for the Scholarshare 529 College Savings Plan

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Details


Event ID
0000019535


Format/Type:
Sell Event / RFx


Published Date
2021-05-03 2:25PM PDT




Dept:
Scholarshare Investment Board


Event Version
1


Event End Date:
2021-06-10 4:00PM PDT






Description:


You are invited to review and respond to this Request for Proposals No. SIB 04-20 RFP for
program management services for California¿s direct-sold qualified tuition program, the
ScholarShare 529 College Savings Plan.
The ScholarShare Investment Board is soliciting proposals from qualified firms,
organizations, and/or a consortium of allied financial services companies to provide program
management services for California¿s qualified tuition program, the ScholarShare 529 College Savings Plan .SIB seeks a Plan Manager who will design, implement and manage a 529 plan to appeal across and
be sold directly to California¿s diverse population.Proposals for these services must comply with the instructions included in this RFP.




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Contact Information
Nicole Yousefi
Phone :


Email:
nicole.yousefi@treasurer.ca.gov
nicole.yousefi@treasurer.ca.gov


Pre Bid Conference (N/A)


Mandatory :
Non Mandatory
Date :

Time :

Location :

Comments :





UNSPSC Codes



UNSPSC Classification

UNSPSC Classification Description
80141600 Marketing & distribution services - Sales & business promotion activities
84121500 Financial Services - Banking & investment - Banking institutions srvc
84121700 Investment Services - Banking & investment - Investment advice
84121800 Investment Services - Banking & investment - Securities & commodities markets srvcs





Contractor License Type
(N/A)




Contractor License Type

Description




Service Area

(N/A)




Area ID

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