Opportunity
Hawaii eProcurement Portal #Q26002444
Hawaii EUTF Solicitation for Investment Management Software and Support Services
Posted
April 21, 2026
Respond By
April 28, 2026
Identifier
Q26002444
NAICS
541512
The Hawaii Employer-Union Health Benefits Trust Fund (EUTF) is seeking investment management software and product support services to enhance its investment operations. - Government Buyer: - Hawaii Employer-Union Health Benefits Trust Fund (EUTF), Department of Budget & Finance - Products/Services Requested: - Investment management software subscription (minimum two-year base, with two one-year renewal options) - Must include: - Data collection and aggregation (direct custodian feeds, customizable refresh, broad securities coverage) - Portfolio exposure and projection tools (scenario analysis, liquidity/exposure analysis) - Historical performance and risk analytics - Private market functionality (private equity, credit, real assets) - Manager CRM features - Workflow/task management - Dedicated product support services - Support personnel, education, custom/ad hoc project assistance - Notable Requirements: - Compliance with Hawaii state statutes and tax requirements - All-inclusive pricing (fees and taxes) - Submission via HIePRO only - Vendors must demonstrate compliance through Hawaii Compliance Express (HCE) or valid certificates - No specific OEMs or vendors are named in the solicitation - Contract will be formalized with EUTF and all terms/conditions included in the contract body
Description
The Hawaii Employer-Union Health Benefits Trust Fund (EUTF) is seeking quotes for investment management software and accompanying product support services. The solicitation requires a minimum two-year base subscription period with options to renew for two additional one-year periods. The contract will include all terms and conditions for the software and support services. Vendors must submit responses via HIePRO by April 28, 2026, and comply with various Hawaii state statutes. The scope includes data collection, portfolio analysis, private market functionality, manager CRM, workflow/task management, and dedicated product support services.