This Solicitation opportunity from California was posted on September 12, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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CRSB03-25 - Program Administrator and Investment Manager Services

Closed

0000036684State & Local

Submission Closed10/27/2025, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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General Info

Agency

California → CalSavers Retirement Savings BView Agency

NAICS

561422 - Telemarketing Bureaus and Other Contact CentersView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

(2)

RFP CRSB03-25 for CalSavers Program Administrator and Investment Manager Services

PDF•128 pages•rfp

CRSB03-25 Responses to Questions for Program Administrator and Investment Manager Services RFP

PDF•q-and-a

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedSep 12

Solicitation

Response DeadlineOct 27

Deadline has passed

Submission Closed

10/27/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → CalSavers Retirement Savings B

Contacts1 person available

OfficeN/A

Organization / Agency

California → CalSavers Retirement Savings B

View Agency Profile

Office AddressN/A

Contacts

Ashley Peters

contact@example.gov

Full Description

You are invited to review and respond to Request for Proposals (RFP) No. CRSB03-25 for Program Administrator and Investment Manager Services for the CalSavers Retirement Savings Program. The RFP specifically seeks proposals from qualified entities interested in providing the following Program services:
1. Program Administrator (includes compliance, recordkeeping, marketing, custody, and call center customer service); and/or 2. Investment Manager (offering low-cost, investment option(s)/ investment lineup aligned with Program goals).
Awards will be made to the highest-scoring proposer for each role (Program Administrator and Investment Manager), in accordance with the evaluation criteria in this RFP. If the same proposer ranks highest in both roles, the State will execute two separate contracts.
Proposals for these services must comply with the instructions included in the attached RFP.

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