Request for Proposals for Transmission to Information Returns Intake System (IRIS) Services

EMPLOYEES RETIREMENT SYSTEM OF TEXAS

REQUEST FOR PROPOSALS FOR

TRANSMISSION TO INFORMATION RETURNS INTAKE SYSTEM (IRIS) SERVICES

SOLICITATION NO. 26-15697-001

NIGP CODE: 208-00, 208-11, 208-36, 208-80, 920-17

The Employees Retirement System of Texas (ERS) has issued a Request for Proposals (RFP) seeking a qualified firm (Respondent) to provide an enterprise-grade tax compliance software to implement a transmission to Information Return Intake System (IRIS) for validating, processing, and electronically filing IRS Form 1099-R (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.). Respondent shall provide the level of services required in the RFP and meet other requirements that are in the best interests of ERS, its members, and the state of Texas (State).

Respondent shall be required to execute a contract (Contract) satisfactory to, ERS for a period that begins upon execution of the Contract by ERS and extends for four

1. years, with an option to extend upon agreement of both parties.

It is anticipated the Contract will be executed in October 2026.

To be eligible for consideration, Respondent is required to submit its response to the RFP (Proposal) in accordance with the instructions set forth in the RFP. Respondents must meet the Minimum Requirements set forth in Section B of the Respondent Questionnaire (Appendix E). All Proposal materials shall be received by ERS via Euna Procurement no later than October 20, 2026 at 12:00 p.m.

CT .

The RFP is posted to the ESBD. To submit a Proposal, prospective Respondents must first create a profile in Euna Procurement ( ERS’ e-procurement portal located at erstexas.bonfirehub.com ),which operates best on the latest versions of Microsoft Edge, Google Chrome, and Mozilla Firefox. Browser cookies must be enabled when accessing Euna Procurement.

Note that Respondent’s primary Proposal contact must create a Euna Procurement profile (with the actual contact person’s email address) and download the RFP documents in order to send and receive messages via Euna Procurement.

ERS reserves the right to rebid the RFP if deemed by ERS to be in the best interests of ERS, its members, and/or the State. ERS also reserves the right to reject any Proposal submitted that does not fully comply with the RFP’s instructions and criteria. ERS is under no legal requirement to execute a Contract on the basis of this notice or upon issuance of the RFP and will not pay any costs incurred by any Respondent in connection with the preparation of a Proposal.

ERS also reserves the right to revise any provisions set forth in the RFP at any time prior to execution of a Contract where ERS deems it to bein the best interests of ERS, its members, and/or the State.

Any general questions should be sent to ERS’ point of contact, Office of Procurement and Contract Oversight , via Euna Procurement or [email on the source notice] . ERS’ mailing address is P.O. Box 13207, Austin, Texas 78711-3207.

Statutory exemption: Tex. Gov%E2%80%99t Code 2155.146 Posting requirement: 14+ Days for Entire Solicitation Package

NIGP codes: 20800 Computer Software For Microcomputers, Systems, Including Cloud; 20811 *Application Software, (Not Otherwise Classified), Microcomputer; 20836 *Data Processing Software, Microcomputer; 20880 *Software, Microcomputer (Not Otherwise Classified); 92017 Electronic Forms Services