The Shelby County Government is seeking proposals for recordkeeping, custody, and related administrative services for its Deferred Compensation Plan Section 457B. Proposals are due by January 6, 2026, at 3:00 PM CDT. The county requires specific information and forms, including an Excel file to be completed by vendors. Questions must be submitted by December 10, 2025, at 12:00 PM CST. The contract term is from July 1, 2026, to June 30, 2029, with a possible one-year renewal. The county reserves the right to accept or reject any or all proposals. Proposers must meet minimum requirements and provide detailed information about their experience, references, and costs. The lowest cost proposal may not necessarily be awarded the contract. The successful vendor will be expected to enter into a contract with specific terms and conditions, including indemnification and insurance requirements. The county will monitor and audit access to records.
The bid notice states all proposals must be received at the address listed above no later than 3: 00 p. m. cdt on tuesday, january 6, 2026.
The vendor warrants to the county that all services shall be performed in accordance with acceptable standards in the industry applicable to the services. The vendor shall correct, at its sole cost and expense, any work reasonably deemed to be unsatisfactory by the county. The vendor warrants to the county that all services shall be in strict compliance with the terms of this contract, and all applicable governmental laws, rules and regulations.
The bid notice states shelby county government intends to award this bid based on a competitive selection of responsive proposals received, i. e. to the overall responsive low bidders meeting specifications requirements, while applying scg losb ordinances including applying preferencesdiscounts. proposers are advised that the lowest costresponsive proposal will not necessarily be awarded the contract, as the selection will also score on professional and technical completeness, per the scorecard attached to this bid.
In order to be considered as responsive, all proposers must answer and provide justifications for all below minimal requirements. The information requested below is to be answered directly in the scorecard excel file by all vendors and submitted as part of your proposal both printed and digital formats.
The bid notice states shelby county government and respondent will mutually agree upon a service level agreement and shelby county government may assess monetary penalties against respondent for failure to meet performance standards stated within a resulting contract.
The bid notice states upon notice of a bid award, bidders may protest the award by submitting their protest in writing to the administrator of purchasing. only a bidder submitting a bid may protest an award decision. the protest must be received within two 2 calendar weeks of the award selection.