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Contracts: Contracts - Public Search: Contract Details (ID: 2259)

	1. Main Details
	Contract NumberCFOPD-25-C-005 Contract Title529 College Savings Plan AgencyOffice of Finance & Treasury (OFT) VendorAscensus College Savings [95 Wells Ave. Suite 160 Newton MA 02459 United States of America] StatusActive DescriptionThe 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 TypeRequirements Contract Subcontracting Plan Percentage Task Order Driven ContractNo Date Contract Signed1/31/2025 Small PurchasesNo Award MethodCompetitive Solicitation NumberCFOPD-23-R-044 CBE Portion Excluded: CFO Order/PPRA Exempt Council PackageNo DOES First Source ComplianceNo Sole Source Contract

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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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