Information for DRS Vendors
Current Requests Open for 2009
Request for Proposal 09-006 Word PDF (Updated 7/8/09*)
The Department of Retirement Systems requires third party record keeping services for the State of Washington's Deferred Compensation Program and the defined contribution component of the Teachers' Retirement System (TRS) Plan 3, School Employees' Retirement System (SERS) Plan 3, and Public Employees' Retirement System (PERS) Plan 3 defined benefit plans.
* Update corrects formatting. Content has not been modified.
Exhibits
- Certifications and Assurances Word PDF
- Sample Personal Service Contract with General Terms and Conditions Word PDF
- Fee Proposal Word PDF
- Public Records Privacy Protections Executive Order 00-03 PDF
- DRS Internet Privacy Statement PDF
- Plan 3 Record Layouts PDF
- Plan 3 Management Reports PDF
- DCP Record Layouts PDF
- Information Technology Security Standard PDF
Addendum 2 - Updates Sections 4.1.10 and 4.2.10 PDF
Addendum 3 - Updates Section 2.2 PDF
Vendor Questions and Agency Answers PDF
Addendum 4 - Additional Questions PDF
Addendum 5 - Updates Sections 2.1 and 2.2 PDF
Addendum 6 - Updates Section 2.2 PDF
Addendum 7 - Updates Section 2.2 PDF
Prior Requests for 2009
Work Request WR-10-18
This solicitation is through the Department of Information Services (DIS) Information Technology Professional Services (ITPS) program. This work request has been posted on the Department of General Administration's Washington's Electronic Business Solution (WEBS) web site.
Request for Qualifications and Quotations 09-004-01 for court reporting services
This request has been posted on the Department of General Administration's Washington's Electronic Business Solutions(WEBS) Web site.
Request for Qualifications and Quotations 09-004-02 for temporary staffing services
This request has been posted on the Department of General Administration's Washington's Electronic Business Solutions (WEBS) Web site.
Prior Requests for 2008
Work Request WR-09-38
This solicitation is through the Department of Information Services (DIS) Information Technology Professional Services (ITPS) program. This work request has been posted on the Department of General Administration's Washington's Electronic Business Solution (WEBS) Web site.
On behalf of the Pension Funding Council
The Council is responsible for setting economic assumptions and the related pension contribution rates for the state's 11 pension plans. The Council is comprised of the chair and ranking minority member of the Senate ways and means committee, the chair and ranking minority member of the House of Representatives appropriation committee, the director of the Office of Financial Management, and the director of the Department of Retirement Systems.
Request for Proposal PFC-001
At least every two years, the council administers an actuarial audit of the valuation used for pension contribution rate setting. This request for proposals (RFP) is to acquire proposals from firms who can conduct an actuarial audit of the valuations used for rate setting, review recent changes to the asset valuation and funding methods, and conduct an audit of the experience study prepared by the Office of the State Actuary.
Questions submitted by interested firms and the Pension Funding Council’s answers may be found by using the following link: http://www.drs.wa.gov/rfp/prior-rfps/pfc-001/pfc_001qna.pdf
The RFP may be found by using the following link: http://www.drs.wa.gov/rfp/prior-rfps/pfc-001/pfc_001rfp.pdf
The legal notice has been published in the Seattle Daily Journal of Commerce. A copy of the notice may be found by using the following link: http://www.drs.wa.gov/rfp/prior-rfps/pfc-001/PFCLegalNotice08.doc
The estimated schedule for this RFP is as follows; the PFC reserves the right to revise this schedule as necessary.
| Issue Requests for Proposals | March 7, 2008 |
| Question and Answer Period | March 7 - 14, 2008 |
| Issue Addendum to the RFP (Questions and Answers) | March 18, 2008 |
| Proposals Due | March 24, 2008 by 12:00 p.m. local time, Olympia, WA |
| Evaluate Proposals | March 25, 2008 |
| Possible oral interviews (bidders should hold the afternoon of March 26, 2008 open in case they are selected for interview.) | March 26, 2008 |
| Announce "Apparent Successful Contractor" and Send Notification via FAX or E-Mail to Unsuccessful Proposers | March 27, 2008 |
| Hold Debriefing Conferences (if requested) | March 28 - April 4, 2008 |
| Negotiate Contract | March 28 - April 4, 2008 |
| File Contract with OFM | April 7, 2008 |
| Begin Contract Work | April 7, 2008 |
Prior Requests for 2007
Work Request WR-08-93
This solicitation is through the Department of Information Services (DIS) Information Technology Professional Services (ITPS) program. This work request has been posted on the Department of General Administration's Washington's Electronic Business Solution (WEBS) Web site.
Work request 32100-18922
This work request has been posted on the Washington Department of General Administration's Washington's Electronic Business Solution (WEBS) Web site.
Contact Information
Acting RFP Coordinator:
Rachel Jo Nesse
Mailing Address:
Washington State Department of Retirement Systems
PO Box 48380
Olympia WA 98504-8380
Street Address:
6835 Capitol Blvd
Tumwater, WA 98501
Telephone:
(360) 664-7090
Fax:
(360) 753-5397
E-mail the RFP Coordinator