Opportunity
Washington Electronic Business Solution #57451
Washington Saves Program seeks administration and investment management services
Posted
October 02, 2023
Respond By
October 09, 2026
Identifier
57451
NAICS
523940, 523930, 525920
The Washington Saves Governing Board is seeking qualified firms to provide administration and investment management services for the Washington Saves Program. - Government Buyer: - Washington Saves Governing Board - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Products/Services Requested: - Program Administration Services - Includes program operations, IRA administration and recordkeeping, custodial and customer service, online platforms, reporting, compliance, and communications support - Investment Management Services - Includes design, management, monitoring, and reporting of Program investment options - Unique or Notable Requirements: - Bidders may propose administration, investment management, or both as an integrated solution - Compliance with Executive Order 18-03 is required - Commodity codes include investment management, financial management, and securities market services
Description
The Washington Saves Governing Board is seeking qualified bidders to provide Program Administration, Investment Management, or both as an integrated solution. The services may include program operations, IRA administration and recordkeeping, custodial and customer service, online platforms, reporting, compliance and communications support, and the design, management, monitoring, and reporting of Program investment options. A pre-bid conference is scheduled for September 1, 2026, and the deadline for questions is September 15, 2026. The bid response deadline is October 9, 2026.