HomeMy WebLinkAbout7. References1
The City of San Luis Obispo
7. 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 Oxnard
Contact Name Alisha Eckberg, HR Manager
Telephone & Email Telephone: (805) 200-5449
Email: alisha.eckberg@oxnard.org
Street Address 300 West 3rd Street
City, State, Zip Code Oxnard, CA 93030
Description of services provided
including contract amount, when
provided and project outcome
Recordkeeping, Administration, and Investment Services
$160 million
April 2019 – Present
Voya continues to successfully provide recordkeeping,
administration and investment services for the City of Oxnard’s
401(a) Plan, 457 DC Plan, 457 PT OBRA Plan, Funded Heath
Reimbursement Arrangement and HRA Plan.
Reference No 2:
Agency Name City of Fontana
Contact Name Rakesha L. Voss, Director of Human Resources and Risk
Management, Human Resources
Telephone & Email Telephone: (909) 350-7648
Email: rvoss@fontana.gov
Street Address 8353 Sierra Avenue
City, State, Zip Code Fontana, CA 92335
Description of services provided
including contract amount, when
provided and project outcome
Recordkeeping, Administration, and Investment Services
$160 million
September 2021 – Present
Voya continues to successfully provide recordkeeping,
administration and investment services for the City of Fontana’s
401(a), 457(b), and HRA plans.
Reference No 3:
Agency Name City Santa Barbara
Contact Name Keith DeMartini, Finance Director
Telephone & Email Telephone: (805) 564-5336
Email: kdemartini@SantaBarbaraCA.gov
Street Address 735 Anacapa Street
The City of San Luis Obispo
2
City, State, Zip Code Santa Barbara, CA 93101
Description of services provided
including contract amount, when
provided and project outcome
Recordkeeping, Administration, and Investment Services
$152 million
November 2021 – Present
Voya continues to successfully provide recordkeeping,
administration and investment services for the City of Santa
Barbara’s 401(a), 457(b) DC, and 457(b) OBRA plans.