Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, September 2 at 2:00 PM EDT

Register Free →
logo
Get CLEATUS

Washington Saves - Program Administration and Investment Management

Active
28170

Contract Overview

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

AI Contract Overview

Show more

The Washington State Governing Board is seeking proposals for the Washington Saves program, a retirement savings initiative scheduled to launch in July 2027. This program is designed to provide workers without existing workplace retirement plans a streamlined method to save for retirement via payroll deductions. The solicitation seeks qualified bidders to provide Program Administrative Services, Investment Management Services, or a combination of both. Administrative responsibilities include recordkeeping, IRA administration, custody, customer service, platform operations, data security, and marketing support. The competitive solicitation was posted on August 24, 2026, with a final deadline for bid submissions on October 9, 2026. Key milestones include a pre-bid conference on September 1, a notice of intent to submit by September 3, and a question deadline of September 15. Interested parties must register through the WEBS portal to access the full RFP and should direct all inquiries to the Procurement Coordinator, Jonathan Herrera.

General Info

Washington State seeks bidders for Washington Saves retirement program administrative and investment services.

Agency

Washington Saves Governing BoardView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Not specified

Set-Aside

NONE

Documents

(0)

No documents available

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyWashington Saves Governing Board
Contacts1 person available
OfficeN/A
Organization / Agency
Washington Saves Governing Board
View Agency Profile
Office AddressN/A
Contacts
Jonathan Herrera Procurement Coordinator
contact@example.gov

Full Description

Show more
NOTICE OF BID OPPORTUNITY Competitive Solicitation WSGB 2027-01 Washington Saves Program Administration and Investment Management COMPETITIVE SOLICITATION POSTING: August 24, 2026 DEADLINE FOR SUBMITTING BIDS: October 9, 2026 The Washington State Governing Board is seeking proposals from qualified bidders to provide Program Administration and Investment Management Services as it prepares to implement Washington’s new retirement savings program. Washington Saves is scheduled to open in July 2027 and will provide workers who do not have access to a workplace retirement plan with a simple way to save for retirement through payroll deduction. Qualified bidder(s) may submit proposals for: Program Administrative Services, including recordkeeping, IRA administration and custody, customer service, website and platform operations, reporting, data security, compliance support, and marketing and communications support. Investment Management Services, or Integrated Program Administration and Investment Management Services. To review the RFP, visit WEBS at https://pr-webs-vendor.des.wa.gov/BidCalendar.aspx and select “Washington Saves Governing Board” from the drop-down menu. Registration is required to download the full RFP. For more information, please contact the Procurement Coordinator, Jonathan Hererra at info@wasaves.wa.gov. Key Dates for the RFP​​ Deadline for Submitting Bids: October 9, 2026 Competitive Solicitation Posted: August 24, 2026 Pre-Bid Conference: September 1, 2026 at 10:00 a.m. (PT) Requested Notice of Intent to Submit: September 3, 2026 Question-and-Answer Period Question due date: September 15, 2026 Anticipated Posting of Answers: September 23, 2026 Questions or concerns about the solicitation must be submitted in writing to the Procurement Coordinator at info@wasaves.wa.gov.

Similar Contracts

Same NAICS industry code

NAICS: 523940
New
SLED
RFP 27-009 Financial Advisor Services
Solicitation # 27-009
The County of Dona Ana in New Mexico is seeking competitive sealed proposals for Financial Advisor Services under solicitation number county-of-dona-ana-1238907. Interested parties must submit their proposals through the official Dona Ana County Workday Strategic Sourcing website. The deadline for submission is September 28, 2026, by 2:00 P.M. MST, at which time the proposals will be opened and recorded by the Procurement Officer. All application materials and detailed bid information can be accessed via the provided public portal link.
County of Dona Ana

POSTED

1 day ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
New
SLED
403(b) and 457(b) Plan Recordkeeping and Administrative Services
Solicitation # RFP-127047
Spotsylvania County Public Schools in Virginia is seeking a provider for recordkeeping and administrative services for its 403(b) and 457(b) plans. The objective is to implement an institutionally based investment and administration platform, with the agency open to either a single vendor or a dual vendor solution to manage both plans. This solicitation, identified as RFP-127047, was posted on August 27, 2026, with a response deadline of September 23, 2026. The services will be performed in Fredericksburg, Virginia, and interested parties should coordinate with the point of contact, Jamie Pitts.
Spotsylvania County Public Schools

POSTED

1 day ago

DEADLINE

in 26 days
View Details
NAICS: 523940
New
SLED
Independent Registered Municipal Advisor (IRMA) Services
Solicitation # 269- 2027-2207
The City of Charlotte is seeking an Independent Registered Municipal Advisor to provide comprehensive financial support to the Metropolitan Public Transportation Authority. The selected advisor will be responsible for financial planning, debt strategy, credit development, regulatory coordination, and the execution of debt issuance and ongoing compliance. The advisor must operate under Securities and Exchange Commission Municipal Advisor Regulations and maintain a fiduciary duty to act in the best financial interest of the MPTA. This solicitation, numbered 269-2027-2207, was posted on August 25, 2026, with a response deadline of September 29, 2026.
City Of Charlotte

POSTED

3 days ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
New
SLED
Request for Proposal-TA- Financial Advisory Servic
Solicitation # 27637
The Chickasaw Nation is seeking proposals for solicitation number 27637 to secure a provider for specialized financial advisory services. The selected provider will deliver hourly financial and analytical consultation to support eligible businesses with advanced financial needs. Interested parties must submit their proposals to kellie.rushing@chickasaw.net by the response deadline of September 14, 2026. This opportunity was officially posted on August 24, 2026, by the Chickasaw Nation, a tribal organization.
Chickasaw Nation

POSTED

4 days ago

DEADLINE

in 17 days
View Details
NAICS: 523940
New
SLED
Request for Proposal- SBOP- Financial Advisory Ser
Solicitation # 27633
The Chickasaw Nation has issued a Request for Proposal, solicitation number 27633, for financial advisory services under the SBOP program. This initiative aims to enhance financial operations, facilitate business development, and increase capital readiness for very small businesses and those owned and controlled by socially and economically disadvantaged individuals. Interested parties must submit their proposals to kellie rushing@chickasaw.net by the deadline of September 14, 2026. This tribal solicitation is managed by the Chickasaw Nation and focuses on providing critical support and resources to eligible small business entities to ensure their long-term financial stability and growth.
Chickasaw Nation

POSTED

4 days ago

DEADLINE

in 17 days
View Details
NAICS: 523940
New
SLED
Secondary Market Brokers/Agent Services
Solicitation # TRS000698
The Teacher Retirement System of Texas is seeking qualified vendors to provide advisory services for its Investment Management Division. The scope of work focuses on supporting investment portfolios through secondary market transactions designed to align with the organization's short-term and long-term financial objectives. This solicitation, identified as TRS000698, is categorized as a secondary market brokers and agent services contract intended to enhance the management of the system's diverse investment holdings. Interested parties must submit their responses by the deadline of September 23, 2026. The contract is managed by the Teacher Retirement System of Texas, with the place of performance located in Texas. Prospective vendors can find further details and access the solicitation through the official Texas SmartBuy portal. Primary inquiries regarding this procurement process should be directed to the designated point of contact at the agency.
Teacher Retirement System of Texas

POSTED

4 days ago

DEADLINE

in 26 days
View Details
NAICS: 523940
SLED
Investment Advisory Services | Package A: City Investment Portfolio | Package B: Section 115 Trust
Solicitation # 26-262
The City of Milpitas is seeking professional investment advisory services through a solicitation divided into two distinct packages: Package A for the City Investment Portfolio and Package B for a Section 115 Trust. This procurement process is managed by the Finance department and is intended to support the city's fiscal management and investment strategies. Interested parties must submit their responses by the deadline of September 24, 2026, at 7:00 PM. The solicitation, identified by number 26-262, is a formal request for proposals from qualified service providers. The project is based in Milpitas, California, and falls under the jurisdiction of the city's finance administration. Primary contact information for inquiries regarding this solicitation is provided through the Senior Special Projects Associates within the city government. All interested vendors should review the specific requirements and background details provided in the official procurement portal to ensure compliance with the city's standards.
Finance

POSTED

8 days ago

DEADLINE

in 27 days
View Details
NAICS: 523940
SLED
Deferred Compensation Plan Investment Advisory and Consulting Services
Solicitation # 250382
The Orange County Transportation Authority is soliciting proposals for a firm-fixed-price contract to provide investment advisory and consulting services for its non-ERISA governmental 457(b) and 401(a) deferred compensation plans. The selected consultant will support the Deferred Compensation Plan Committee in its fiduciary responsibilities through services including investment policy review, portfolio monitoring, fund due diligence, recordkeeper oversight, and regulatory guidance. Key deliverables include quarterly performance and market reports, annual investment policy statement reviews, and fee analyses. The contract is budgeted at 225,000 dollars for a five-year term running from November 1, 2026, through October 31, 2031. Proposals are due by September 15, 2026, and will be evaluated based on qualifications, staffing, work plan, and cost. Mandatory requirements include professional liability insurance with minimum limits of 2,000,000 dollars per claim and annual aggregate. The procurement process is managed by the Human Resources department, with primary contact Miranda Smith.
PACE-Human Resources

POSTED

8 days ago

DEADLINE

in 18 days
View Details
NAICS: 523940
SLED
Financial Planning & Advisory Services
Solicitation # 717-27-701
Texas Southern University is seeking proposals from qualified firms to provide professional Financial Planning and Advisory Services. The selected respondent will be responsible for providing expert personnel to assist with Financial Planning and Analysis activities as authorized by the university. These services are intended to support the institution's financial management through specialized advisory functions and professional oversight. The solicitation, identified by number 717-27-70, was posted on August 20, 2026, with a formal response deadline set for September 15, 2026. This procurement process is being conducted by Texas Southern University in the state of Texas. Interested parties must submit their proposals through the designated procurement channels by the specified deadline to be considered for this professional services contract.
Texas Southern University

POSTED

8 days ago

DEADLINE

in 18 days
View Details
NAICS: 523940
Federal
National Security Fund Finance (“NSFF”) Program
Solicitation # WHSAD0819
The National Security Fund Finance (NSFF) Program, administered by the Office of Strategic Capital (OSC) within the Department of War, is a fund-level financing initiative designed to scale private capital investment in critical minerals and materials supply chains vital to U.S. national security. The program provides credit facilities in the form of loans to qualified, SEC-registered investment fund managers. These managers use the OSC loans in combination with private capital to invest in portfolio companies that address national security gaps, shortages, and vulnerabilities. As a condition of the funding, the OSC must receive a right of first offer to purchase the portfolio company's output, services, or capacity at market prices for at least 10 years. The selection process involves a multi-stage evaluation focusing on economic and national security alignment, the firm's investment track record, creditworthiness, and the alignment of manager incentives with the OSC mission. Key evaluation criteria include the firm's commitment to reshoring, foreign ownership restrictions, and the ability for the Department of War to direct production output during conflicts. Proposals must be submitted by November 1, 2026, and must include four specific volumes covering eligibility, investment strategy, and any proposed revisions to the summary terms and conditions. Funding is contingent upon the availability of appropriations, and the program utilizes a fee structure including a 100 basis point initial due diligence and underwriting fee and a draw fee ranging from 150 to 200 basis points.
Washington Headquarters Services (whs)

POSTED

9 days ago

DEADLINE

in 2 months
View Details
NAICS: 523940
SLED
Financial & Business Services - Financial Advisor
Solicitation # RFP-2027-387
The Oklahoma University Health Sciences Center is seeking a financial advisor to provide professional financial advisory services. The selected provider will support the university in managing debt issuance, developing financing strategies, and overseeing both short-term and long-term borrowing activities. This solicitation, identified as OUHSC-RFP-2027-387, was posted on August 18, 2026. Interested parties must submit their responses by the deadline of September 14, 2026, at 8:00 PM. The primary point of contact for this opportunity is Jess Dang.
Oklahoma University Health Sciences Center

POSTED

10 days ago

DEADLINE

in 17 days
View Details
NAICS: 523940
SLED
Investment Management Services
Solicitation # 2026-RFP-517
The City of Prescott is soliciting proposals from qualified firms to provide professional investment management services for the city's investment portfolio. This engagement is governed by the City's Investment Policy and Arizona State Law to ensure compliant and strategic fund management. The selected firm will be awarded an initial three year contract starting around October 13, 2026, with the possibility of securing additional three year extensions. Interested parties must submit their responses by the deadline of September 10, 2026. This solicitation, identified as 2026-RFP-517, is managed by the Finance department. Primary inquiries should be directed to Lars Johnson, the Deputy Finance Director, or Melissa Busby, the Purchasing Manager.
Finance

POSTED

14 days ago

DEADLINE

in 13 days
View Details