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State of Washington
· State
· Washington
Washington Saves Program Administration and Investment Management Services
PROPOSALS DUE
October 09, 2026, 11:59 pm PDT
Closed
WHAT THEY WANT
(Summarized from the RFP)
The Washington Saves Governing Board, acting for the State of Washington, is soliciting bids from qualified firms to provide program administration and investment management services for the Washington Saves Retirement Savings Program, a state-facilitated automatic individual retirement account (IRA) program serving primarily first-time savers. The Board oversees the design, implementation and administration of the Program and serves as trustee of the Washington Saves Trust under Chapter 19.05 RCW.
DOCUMENT SET
16 documents
· 5.5MB
Request for Proposals — full solicitation.pdf · 1.2MB
Addendum 1 — questions and answers.pdf · 210KB
Attachment A — scope of work and deliverables.pdf · 480KB
Attachment B — cost proposal form.xlsx · 64KB
Sample agreement and insurance requirements.pdf · 560KB
Pre-proposal meeting — sign-in sheet and slides.pdf · 1.8MB
More in the folder — every document opens with a free account.
CHANGES SINCE PUBLISHED
1 change
WHAT OTHERS ASKED
No questions were answered in writing before it closed.
ABOUT THIS RFP
RFP number
2027-01
Budget
Not Assigned
Published
Entity type
State
State
Washington
Summarized from the State of Washington portal.
HOW TO SUBMIT
Email the Required Bid Submittals to info@wasaves.wa.gov; the Board acknowledges receipt by return email, and a bidder that receives no acknowledgement within five business days must contact the Procurement Coordinator. Submittals must be complete, legible and signed, prepared in MS Word, MS Excel or Adobe PDF, and follow Appendix A: Exhibit A (Bidder's Certification), the Exhibit B Scored Non-Cost Factors form for each service category bid, and the matching Exhibit C Bid Price section. Bidders must register in Washington's Electronic Business Solution (WEBS) and download the solicitation there to receive amendments and question responses. Integrated proposals must state whether the two service categories may be evaluated and awarded separately.
NAICS CODES & TAGS
541611
541618
Investment Management and Portfolio Advisory
ACROSS 539 RFPS
MORE THAN
RFPs changed their terms while active.
25 days is the median window from publication to due date; day 16 is the median first change for the 113 that changed. 539 RFPs published and due: July 23 - Sept. 30, 2026.
Bid on five RFPs, and the odds are better than two in three that at least one changes its terms before the deadline. Larger firms have staff tracking this. Start free and you’ll have it at your fingertips too.
This RFP has closed
Proposals were due October 09, 2026, 11:59 pm PDT. Leads tracks active RFPs from posting to deadline.

