Information for Vendors

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Current Procurements

Posted April 16, 2019

The Washington State Department of Retirement Systems is issuing this Request for Proposals to migrate its applications off legacy mainframe technology into a new non-mainframe Linux environment. This mainframe rehosting is an interim step in the process of system modernization. This project will move legacy applications to a cloud environment, without modifying the applications’ functionality.

Request for Proposals

Exhibits

Unless otherwise noted, documents are provided as PDF files.

Estimated Procurement Schedule*

Issue Request for Proposals April 16, 2019
Mandatory Letter of Intent to Propose due April 30, 2019
Vendors' written questions due April 30, 2019
DRS' answers to written questions posted May 9, 2019
Complaints due May 20, 2019
Proposals due May 28, 2019 – 4:00 pm Pacific Time
Finalists notified  June 21, 2019
Pre-assessments, presentations, interviews, reference checks (at DRS' discretion)  July 8-23, 2019
Notice of Apparent Successful Bidder (ASB) No later than July 23, 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**

*DRS reserves the right to 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.

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

(Revised Feb. 1, 2019) 

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.

Notice of Intent to Award

  • Notice of Intent to Award – Added Feb. 1, 2019 (PDF)

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