Solicitation Holder List - 00002043
Solicitation Name: 457 Deferred Comp RFP Buyer: Nichelina Almirol-Robbins
Solicitation #: 00002043 Opening Date 03/10/2023 05:00:00 PM
 
Date Acknowleged Contact Name, Company Name, Address, Phone & Fax File Sent File Downloaded
02/17/2023
Contact Person: Laura  Heberlein  | Daily Journal of Commerce
83 Columbia St., Ste. 200
Seattle,  WA,  98104
Phone: (206)622-8272 Fax:
Email address: plans@djc.com
00002043 457(b) Deferred Compensation Plan RFP.docx(02/17/2023)
00002043 Notice of Special Procurement Solicitation.pdf(02/17/2023)
02/15/2023
Contact Person: Alan  Ray  | iTech Devices
45333 Fremont Blvd# 5
Fremont,  CA,  94538
Phone: (650)534-3509 Fax:
Email address: alan@itechdevices.com
02/21/2023
Contact Person: Stacie  Crow  | Sambar Construction LLC
3167 Hidden Valley Dr. nw
Salem,  OR,  97304
Phone: (503)851-9296 Fax:
Email address: Jake@sambarllc.com
00002043 Notice of Special Procurement Solicitation.pdf(02/21/2023)
02/24/2023
Contact Person: Grant  Miller  | The Curiosity Paradox
2832 SE 21st ave
Portland,  OR,  97202
Phone: (503)939-2513 Fax:
Email address: thecuriosityparadox@gmail.com
00002043 Notice of Special Procurement Solicitation.pdf(02/24/2023)
02/09/2023
Contact Person: Joni  Abel  | Mischler Financial Group
1111 Bayside Drive
Newport Beach,  CA,  92625
Phone: (203)276-6646 Fax: (949)720-0229
Email address: joni@mischlerfinancial.com
00002043 Notice of Special Procurement Solicitation.pdf(02/09/2023)
02/14/2023
Contact Person: Gemma  Healy  | With Intelligence
41 Madison Avenue
New York,  NY,  10010
Phone: (646)891-2110 Fax:
Email address: g.healy@pageantmedia.com
00002043 457(b) Deferred Compensation Plan RFP.docx(02/14/2023)
02/16/2023
Contact Person: Kymberli  Schmidt  | B&G Excavation & Plumbing LLC
4241 Se 136th
Portland,  OR,  97236
Phone: (503)761-2038 Fax:
Email address: kym@bgplmg.com
00002043 Notice of Short List.pdf(04/20/2023)
00002043 Notice of Special Procurement Solicitation.pdf(02/16/2023)
02/10/2023
Contact Person: Brandon  Wooters  | Edward Jones
3520 NE Broadway St
Portland,  OR,  97232
Phone: (503)287-3163 Fax: (888)579-0570
Email address: brandon.wooters@edwardjones.com
00002043 457(b) Deferred Compensation Plan RFP.docx(03/02/2023)
00002043 Attachment A - Plan Investments and Assets - City of Portland.xlsx(03/02/2023)
00002043 Attachment B - Core Values - City of Portland.PDF(03/02/2023)
00002043 Attachment C - Voya Plan Document.pdf(03/02/2023)
00002043 Attachment D - COBID Participation Disclosure Form 1.pdf(03/02/2023)
00002043 Attachment E - Sample Contract.pdf(03/02/2023)
00002043 Attachment F - Redactions Summary Form.pdf(03/02/2023)
00002043 Notice of Special Procurement Solicitation.pdf(03/02/2023)
02/08/2023
Contact Person: Cindy  DeLozier  | Cindy DeLozier
1120 SW 5th
Portland,  OR,  98204
Phone: (503)823-7232 Fax:
Email address: cindy.delozier@portlandoregon.gov
00002043 457(b) Deferred Compensation Plan RFP.docx(04/20/2023)
00002043 Attachment C - Voya Plan Document.pdf(02/08/2023)
00002043 Notice of Intent to Negotiate and Award.pdf(06/06/2023)
00002043 Notice of Short List.pdf(04/20/2023)
00002043 Notice of Special Procurement Solicitation.pdf(04/20/2023)
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