HomeMy WebLinkAboutJ PROPOSAL FORM REFERENCESJ. PROPOSAL FORM: REFERENCES
Provide detailed descriptions of three comparable public agencies your firm has worked with. For each,
identify the services performed, how they align with the scope outlined in this RFP, the results you
achieved, and how the experience demonstrates your firm’s ability to successfully deliver similar services
for the City of San Luis Obispo. Attach additional pages if required. The City reserves the right to contact
each of the references listed for additional information regarding your firm's qualifications.
Reference No. 1:
Agency Name City of Westminster
Contact Name Jodie Griner
Telephone & Email 714-548-3452, jgriner@westminster-ca.gov
Street Address 460 North Euclid Ave.
City, State, Zip Code Upland, CA 91786
Description of services provided
including contract amount, when
provided and project outcome
City of Westminster has a 457b and working on a new start-up 401a
as well. Total assets are $42,493,665 with 300 total
participants. They recently completed implementation with
Empower in late 2025.
Reference No. 2:
Agency Name City of Upland
Contact Name Rocio Preciado
Telephone & Email 909-931-4174, rpreciado@uplandca.gov
Street Address 8200 Westminster Blvd
City, State, Zip Code Westminster, CA 92683
Description of services provided
including contract amount, when
provided and project outcome
City of Upland has a 457b and a 401a plan. Total assets are
$43,418,854 with 433 total participants.
Reference No. 3
Agency Name City of Arcadia
Contact Name Anely Williams
Telephone & Email awilliams@arcadiaca.gov (626) 574-5127
Street Address 240 W Huntington Dr
City, State, Zip Code Arcadia, CA 91007
Description of services provided
including contract amount, when
provided and project outcome
City of Arcadia has a 457 and an OBRA account. Total assets
$63,715,729 with 578 total participants.
K. PROPOSAL FORM: STATEMENT OF PAST CONTRACT
DISQUALIFICATIONS
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in
it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal,
state, or local government project because of the violation of law, a safety regulation, or for any other
reason, including but not limited to financial difficulties, project delays, or disputes regarding work or
product quality, and if so to explain the circumstances.
Do you have any disqualification as described in the above paragraph to declare?
No
If yes, explain the circumstances.
Executed on June 12, 2026 at 3 p.m. under penalty of
perjury of the laws of the State of California, that the foregoing is true and correct.
Signature of Authorized Proposer Representative
L. PROPOSAL FORM: PRICING REQUEST
Please see pages 18-26 below and use the fillable Microsoft Excel version of the same document included
in the bid packet to provide your response.
We have attached the fillable Microsoft Excel file as requested.