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Contract Details
Contracts:
Contracts - Public Search
: Contract Details (ID: 2259)
1. Main Details
Contract Number
CFOPD-25-C-005
Contract Title
529 College Savings Plan
Agency
Office of Finance & Treasury (OFT)
Vendor
Ascensus Holdings, Inc.
[95 Wells Ave. Suite 160 Newton MA 02459-3216 United States of America]
Status
Active
Description
The District of Columbia Office of the Chief Financial Officer, Office of Contracts, on behalf of Office of Finance & Treasury (OFT) (the “District”) requires the Contractor to provide bundled services for the D.C College Savings Plan (the Plan or the Program): record keeping, administration, and custodial services, investment management, marketing, and customer services.
Contract Type
Requirements Contract
Subcontracting Plan Percentage
Task Order Driven Contract
No
Date Contract Signed
1/31/2025
Small Purchases
No
Award Method
Competitive
Solicitation Number
CFOPD-23-R-044
CBE Portion
Excluded: CFO Order/PPRA Exempt
Council Package
No
DOES First Source Compliance
No
Sole Source Contract
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25-C-005 - Mod 2- Signed MC.pdf
MOD 2 - Pricing Change
8/13/2025 4:28:30 PM
25-C-005 - Mod 1 (002)- Signed MC.pdf
MOD 1 - Administrative Change - No Cost
8/13/2025 4:27:57 PM
25-C-005 - DF Responsibility.pdf
DF Responsibility
2/5/2025 11:32:48 AM
25-C-005 - DF Price.pdf
DF Price
2/5/2025 11:32:44 AM
CFOPD-25-C-005 - 529 College Savings Plan - Contract.pdf
Contract
2/5/2025 11:32:25 AM
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