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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.