GN26-22 - H.B. 250 Retirement Plan Exchange Platform Administrator

AI Summary

RFP for a 5-year contract to provide software and services to establish and administer a secure Retirement Plan Exchange platform for Utah, ensuring compliance with state law and neutrality among providers.

Opportunity details

Solicitation No.: 237765
Type / RFx: RFP
Status: Open
Level: state
Published Date: Invalid Date
Due Date: Invalid Date
NAICS Code: 541512 AI guide
Jurisdiction: Utah
State: Utah
Agency: Utah

Description

Issuing Procurement Unit: State of Utah Division of Purchasing Conducting Procurement Unit: Office of State TreasurerThe purpose of this RFP is to enter into a contract to provide services, including software to establish, administer, and maintain a secure, publicly accessible Retirement Plan Exchange (“Exchange”) in accordance with Utah Code Section 67-4-23.It is anticipated that this RFP will result in a single contract award to the responsive and responsible vendor with the highest score justified by the procurement codeLength of Contract: Five YearsVendor must guarantee its pricing for five years.

Commodity Codes

Commodity Codes: UNSPSC 4323 Software: Software is any set of instructions written with series of 1's and 0's that operate or facilitate programmable objects. UNSPSC 8110 Professional engineering services UNSPSC 8116 Information Technology Service Delivery UNSPSC 8413 Insurance and retirement services UNSPSC 432328 Network management software: A software developed to view relevant information collected from network devices and application sources through a central point of control. It is used for security purposes, control network communication and help human administrators configure and maintain a network.

Events & Timeline

Status	Event Name	Location	Description	Dates	Mandatory
Ongoing	Open Date	Online Portal	Posting date for the Opportunity	May 27th 2026, 4:00 PM MDT	N/A
Upcoming	Questions Due Date	Online Portal	Deadline to submit Questions	Jun 3rd 2026, 12:00 PM MDT	N/A
Upcoming	Close Date	Online Portal	Deadline for Submissions	Jun 17th 2026, 12:00 PM MDT	N/A

Requested Information

Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.

Name	Type	# Files	Requirement
Vendor certifies it can meet the requirements and deliverables as stated in the Scope of Work.	Data Type: Yes/No	N/A	Required
Vendor certifies it does not intend to act as a plan provider or fiduciary	Data Type: Yes/No	N/A	Required
Vendor certifies it will deploy the Exchange platform and initiate provider onboarding prior to or on statutory deadlines	Data Type: Yes/No	N/A	Required
Vendor certifies it will maintain neutrality among participating providers	Data Type: Yes/No	N/A	Required
Vendor certifies that the proposed Exchange will operate as a self-sustaining model without ongoing state funding	Data Type: Yes/No	N/A	Required
Vendor certifies it will comply with all applicable federal and state laws and regulations	Data Type: Yes/No	N/A	Required

Attachments

Key dates

Invalid DatePublished
Invalid DateResponses Due

AI classification tags

software development retirement plan administration information technology services insurance and retirement services network management software government contracting

Frequently asked questions

SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.