What the state is buying
from the notice as publishedThe Washington Saves Governing Board seeks qualified bidders to provide Program Administration, Investment Management, or both as an integrated solution. Services may include program operations, IRA administration and recordkeeping, custodial and customer service, online platforms, reporting, compliance and communications support, and the design, management, monitoring, and reporting of Program…
How to get the bid documents
- Open the notice on Washington DES - WEBS (Washington's Electronic Business Solution)
- Read the notice; the source lists no attachments
- Submit before 5:00 PM PT on Oct 9
The source notice lists no attachments.
Open the original listing on the agency portalDetails
- Place of performance
- Washington
- Buyer type
- State
- Notice type
- Not stated
- Solicitation no.
- 2027-01
- Amendments
- None since Aug 24
- Contact
- Jonathan Herrera
- info@wasaves.wa.gov
- Phone
- (360) 725-7814
Not stated in the notice: estimated value, contract type, period of performance, evaluation criteria, local-presence rule. Check the bid documents.
Contact details from the source notice. Contact the buyer only about this solicitation, and note the question deadline has passed.
Key dates
Change log
verified Thu, Oct 8 · 11:18 PM PTNo amendments since posting on Mon, Aug 24; verified Thu, Oct 8 · 11:18 PM PT.
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Notice as published
Washington Saves Program Administration and Investment Management
The Washington Saves Governing Board seeks qualified bidders to provide Program Administration, Investment Management, or both as an integrated solution. Services may include program operations, IRA administration and recordkeeping, custodial and customer service, online platforms, reporting, compliance and communications support, and the design, management, monitoring, and reporting of Program investment options.
Responses due:
Earlier updates (2)
10/9/2026 Pre-bid conference: 9/1/2026 10:00 AM Questions due:
9/15/2026
NIGP codes: 94656 Investment Management Services; 95839 Financial Management Services; 94649 Financial Services (Not Otherwise Classified); 94675 Securities and Commodities Market Services, (Including Direct or Indirect Purchases, Sales and Transitions of Equities, Fixed Income, Options and Derivatives on an Agency and Principal Basis) Counties: statewide (all 39 counties)
Listing collected from Washington DES - WEBS (Washington's Electronic Business Solution). Always confirm requirements in the original solicitation before you bid.