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Institutional Investment Platform Services

Active

State & Local

Response Deadline09/23/2026, 06:00:00 PM UTC

Contract Overview

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

General Info

Agency

Virginia → Spotsylvania County Public SchoolsView Agency

NAICS

523110 - Investment Banking and Securities DealingView NAICS

Place of Performance

Fredericksburg, VA, USA

Set-Aside

NONE

Documents

This scope was carved out of 09232026-1400.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

403(b) and 457(b) Plan Recordkeeping and Administrative Services

AI Contract Breakdown

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Timeline

PostedSep 2

subcontract

Response DeadlineSep 23

Submission deadline

Response Deadline

09/23/2026, 06:00:00 PM UTCin 20 days

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Organization & Contact Information

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AgencyVirginia → Spotsylvania County Public Schools

ContactsNo contacts available

OfficeN/A

Organization / Agency

Virginia → Spotsylvania County Public Schools

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Supplies and manages open architecture investment platforms for prime contractors on Spotsylvania County Public Schools projects. Provides access to mutual fund capabilities, implements managed account services, and manages the investment menu. Requires SEC registration and FINRA compliance using fund accounting systems. Delivers a functional investment menu and managed account infrastructure.

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Solicitation # 09232026-1400

Spotsylvania County Public Schools is seeking proposals under solicitation RFP-127047 to establish an institutionally based investment, administration, and recordkeeping platform for its 403(b) and 457(b) plans. The agency is open to either a single vendor or a dual vendor solution to provide these services. The project falls under NAICS code 523940 and will be performed in Fredericksburg, Virginia. The proposal process began with a request issued on August 26, 2026, with a final response deadline of September 23, 2026, at 2:00 PM local time. Submissions must be made via eVA. A subsequent addendum issued on September 2, 2026, revised the description of third-party administrator services and requires offerors to acknowledge receipt and acceptance within their proposals. The comprehensive scope of work includes recordkeeping, administration, cybersecurity requirements, participant services, and communications.

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