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Contracts: Contracts - Public Search: Contract Details (ID: 2203)

	1. Main Details
	Contract NumberCFOPD-23-C-012 Contract TitleBenefit Plans Consultants Services AgencyOffice of Finance & Treasury (OFT) VendorSegal Advisors Inc. DBA Segal Marco Advisors [333 West 34th St. New York NY 10001 United States] 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 export advisory services and project execution assistance for its, 401(a) Defined Contribution Plan and 457 (b) Deferred Compensation Plan. Contract TypeIndefinite Delivery - Indefinite Quantity (IDIQ ) Subcontracting Plan Percentage Task Order Driven ContractYes Date Contract Signed6/15/2023 Small PurchasesNo Award MethodCompetitive Solicitation NumberCFOPD-23-R-012 CBE Portion Excluded: CFO Order/PPRA Exempt Council PackageNo DOES First Source ComplianceYes Sole Source Contract

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23-C-012 - Mod 1.pdf

MOD 1 - exercise of Option Year 1

6/13/2024 1:27:41 PM

23-C-012 - DF Responsibility.pdf

D&F Responsibility

6/16/2023 1:07:32 PM

23-C-012 - DF Price.pdf

D&F Price

6/16/2023 1:06:10 PM

23-C-012 - Benefit Plans Consultants Services 401(a) and 457 - Contract.pdf

Contract

6/16/2023 1:04:46 PM

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