Information for Vendors

Email me when this page is updated  

Requests for 2018

Request for Proposals No. 18-19: Recordkeeping Services (PDF/Word)

(Revised Nov. 26, 2018) 

The Washington State Department of Retirement Systems is seeking proposals for recordkeeping services for the Deferred Compensation Program and the defined contribution component of the Public Employees' Retirement System Plan 3, School Employees' Retirement System Plan 3 and Teachers' Retirement System Plan 3 defined benefit plans.

Amendments and Addenda

  • Addendum 1: Questions and Answers – Added Dec. 7, 2018 (PDF)
  • Request for Proposals No. 18-19: Recordkeeping Services, Amendment 2 – Added Nov. 26, 2018 (PDF)
  • Exhibit D: Bidder's Information, Declarations and Certifications (Version 3 with markup) – Added Nov. 26, 2018 (PDF)
  • Exhibit D: Bidder's Information, Declarations and Certifications (Version 3 with no markup) – Added Nov. 26, 2018 (Word)
  • Request for Proposals No. 18-19: Recordkeeping Services, Amendment 1 – Added Nov. 20, 2018 (PDF)
  • Exhibit D: Bidder's Information, Declarations and Certifications (Version 2 with markup) – Added Nov. 20, 2018 (PDF)
  • Exhibit D: Bidder's Information, Declarations and Certifications (Version 2 with no markup) – Added Nov. 20, 2018 (Word)
  • Exhibit K: Plan Summaries, Specifications and Demographic Data (Version 2 with markup) (PDF)

Exhibits

  • Exhibit A: Definitions (PDF)
  • Exhibit B: Scope of Services (PDF)
  • Exhibit C: Sample Contract (PDF)
  • Exhibit D: Bidder's Information, Declarations and Certifications (Version 3) (Word)
  • Exhibit E: Questionnaire (Word)
  • Exhibit F: Fee Proposal (Word)
  • Exhibit G: Performance Standards (Word)
  • Exhibit H: Record Layouts (PDF)
  • Exhibit I: Financial Report Requirements (PDF)
  • Exhibit J: Plan 3/DCP Forms and Publications (PDF)
  • Exhibit K: Plan Summaries, Specifications and Demographic Data (Version 2) (PDF)

Estimated Procurement Schedule*

Issue Request for Proposals Oct. 31, 2018
Mandatory Letter of Intent to Propose Due Nov. 29, 2018 – 5:00 pm Pacific Time*
Vendors' written questions due Nov. 29, 2018*
DRS' answers to written questions posted Dec. 6, 2018*
Complaints due Dec. 14, 2018 – 5:00 pm Pacific Time*
Proposals due Dec. 21. 2018 – 4:00 pm Pacific Time*
Interviews/demonstrations (at DRS' discretion) Jan. 15-16, 2019*
Conduct site visits (at DRS' discretion) Jan. 23-29, 2019
Conduct reference checks Jan. 23-31, 2019
Notice of Apparent Successful Bidder (ASB) Feb. 1, 2019
Last day to request debriefing conference Three business days after notice of ASB
Last day to submit a protest Five business days after debriefing**

*Revised Nov. 20, 2018. DRS reserves the right to further revise the above schedule.

**Aggrieved foreign Bidders from WTO GPA signatory nations may file a protest up to 10 calendar days following the debriefing

This Request for Proposals has also been posted on the Department of Enterprise Services' Washington's Electronic Business Solution (WEBS) website. Amendments to this RFP will be published on both the DRS website and on WEBS. It is the Bidder's responsibility to access the RFP, amendments, questions and answers, and related documents on either the DRS website or WEBS.


Contact Information

RFP Coordinator:

Jilene Siegel

Telephone:

(360) 664-7291

Fax:

(360) 753-5397

Email the RFP Coordinator

Mailing Address:

Washington State Department of Retirement Systems
PO Box 48380
Olympia WA 98504-8380

Street Address:

6835 Capitol Boulevard SE
Tumwater, WA 98501