From 110K+ entities monitored
Pre-RFP signals for
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>City of Pleasanton</div><div class='ecard-meta'>County Government · CA</div></div><div class='ecard-header-right'><span class='badge badge-hot'>High Intent</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Managing unfunded pension liability with CalPERS funding strategy</div><div class='signal-body-text'>The City of Pleasanton is actively managing its unfunded accrued pension liability with CalPERS and maintains a $60 million Section 115 Pension Trust Fund with a dedicated cost management strategy. This initiative requires expertise in retirement services, annuities, and financial planning to optimize pension funding and address long-term budget volatility. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Secure pension obligations through strategic retirement funding solutions</div><div class='signal-body-text'>The City of Pleasanton's $60 million Section 115 Pension Trust Fund represents a significant capital deployment opportunity requiring strategic investment management to maximize returns and reduce employer contribution pressure. By aligning pension assets with a comprehensive funding policy, the City can stabilize annual budget impacts and free resources for core municipal services.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 5 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Gerry Beaudin</span><span class='contact-title'>City Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Susan Hsieh</span><span class='contact-title'>Finance Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Xaviera Scoggins</span><span class='contact-title'>Director of Human Resources and Labor Relations</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Chris YI</span><span class='contact-title'>Financial Services Manager- Treasury</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Diane Punzo</span><span class='contact-title'>Financial Services Manager- Accounting</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://pleasantonca.api.civicclerk.com/v1/Meetings/GetMeetingFileStream(fileId=1493,plainText=false)#page=190' target='_blank'>View source · 2026-03-17</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>City of Columbia</div><div class='ecard-meta'>County Government · TN</div></div><div class='ecard-header-right'><span class='badge badge-hot'>High Intent</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Evaluating proposals for Basic Term Life and AD&D insurance</div><div class='signal-body-text'>The City of Columbia is actively evaluating proposals for Basic Term Life and AD&D insurance with a July 1, 2026 effective date, with Mutual of Omaha already submitting a competing proposal. This initiative presents an opportunity for life and health insurance providers to address the city's employee benefits needs through comprehensive coverage solutions. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Securing comprehensive employee retirement and financial protection solutions</div><div class='signal-body-text'>The City of Columbia's mid-year implementation timeline creates budget allocation pressure, requiring vendors to demonstrate cost containment and ROI within compressed decision windows. Early engagement before formal procurement processes launch enables providers to align retirement and financial planning services with the city's broader workforce retention and compensation strategy.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 4 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Thad Jablonski</span><span class='contact-title'>Assistant City Manager, City Recorder and Cfo</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Tony Massey</span><span class='contact-title'>City Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Wanda Mcclain</span><span class='contact-title'>Ada Coordinator</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Jamey Owen</span><span class='contact-title'>Assistant Finance Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://columbiatn.api.civicclerk.com/v1/Meetings/GetMeetingFileStream(fileId=2858,plainText=false)#page=69' target='_blank'>View source · 2026-03-12</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>City of New York</div><div class='ecard-meta'>County Government · NY</div></div><div class='ecard-header-right'><span class='badge badge-hot'>High Intent</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Seeking recordkeeper for 457 Plan and 401(k) Plan</div><div class='signal-body-text'>The City of New York is actively seeking a recordkeeper for its 457 Plan and 401(k) Plan through an RFP dated March 11, 2026, currently managed by Voya Financial. This transition presents an opportunity for providers of retirement services, annuities, and investment products to address the city's plan administration and compliance needs. No RFP has been formally issued yet; this represents pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>City of New York modernizes retirement plan administration services</div><div class='signal-body-text'>The City of New York's recordkeeper transition creates a critical window to consolidate plan administration and reduce operational fragmentation across two distinct retirement vehicles. By securing a provider aligned with municipal fiscal cycles and governance requirements, the city can stabilize long-term benefit delivery costs and strengthen fiduciary accountability before the formal RFP launch.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 5 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Phillip Intatano</span><span class='contact-title'>Agency Chief Contracting Officer</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Dean Fuleihan</span><span class='contact-title'>Director of Management and Budget</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Jessica Fiorello</span><span class='contact-title'>Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Kevin Hernandez</span><span class='contact-title'>Procurement Analyst</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Beth Kushner</span><span class='contact-title'>Executive Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.nyc.gov/assets/olr/downloads/pdf/rfp/nycdcp-audit-rfp.pdf#page=4' target='_blank'>View source · 2026-03-11</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>