Information for DRS Vendors
Requests for 2012
Work Request No. 12-005-01 – CAFR Audit Services
The Department of Retirement Systems is seeking audit services that will produce an audit report expressing an opinion on the financial statements of the Department of Retirement Systems' funds for the year under audit. The audit must be completed, with delivery of final opinion, no later than November 1, 2012.
This solicitation has been posted on the Department of Enterprise Services', formerly the Department of General Administration, Washington's Electronic Business Solution (WEBS) Web site.
The estimated schedule for this RFP is as follows, the department reserves the right to review this schedule as necessary.
| Issue Request for Proposal | February 1, 2012 |
| Questions Due | February 14, 2012 |
| Answers Posted | February 17, 2012 |
| Proposals Due | March 2, 2012 - 4:00 PM, local time Tumwater, WA |
| Evaluate Proposals | March 5-14, 2012 |
| Finalist Interviews (if necessary) | March 19-20, 2012 |
| Apparent Successful Contractor Announcement & Notification of unsuccessful proposers | March 22, 2012 |
| Last day to request Debriefing Conference | March 27, 2012 |
| Debriefing Conferences (if requested) | March 27-29, 2012 |
| Protest Period | March 27, 2012 - April 3, 2012 |
| Negotiate Contract | April 4-5, 2012 |
| File contract with OFM | April 6, 2012 |
| Begin contract work | April 23, 2012 |
Work Request No. 12-004-01
The Department of Retirement Systems (Agency) is seeking services to provide interactive training for leaders and team members consisting of a customer satisfaction and needs assessment case study, preferably based on a "real life" example/experience, to hone the focus and work of the Agency. Instruction will be presented to the Agency's leaders and team members, through the use of the case study, to illustrate the importance of determining what customers expect from the Agency to be fully satisfied. The Agency will use the customer satisfaction data to refine its core services, removing what isn't adding customer value while improving its core processes for services adding the most value.
This solicitation is through the Department of Enterprise Services (DES) Office of State Procurement Program. This work request has been posted on the Washington's Electronic Business Solution (WEBS) web site.
Requests for 2011
Work Request WR-12-26
This solicitation is through the Department of Information Services (DIS) Information Technology Professional Services (ITPS) program. This work request has been posted on the Department of General Administration's Washington's Electronic Business Solution (WEBS) web site.
UPDATE - Information Services Board (ISB) security standards are now part of the newly created Office of the Chief Information Officer (OCIO). The link in Work Request WR-12-26 (http://isb.wa.gov/policies/401S.doc) will take you to the OCIO website's main page. Policy 401-S has been incorporated into the State Technology Manual under Section 140 - Security. Policy 401-S is now Policy 141 - Security IT Assets Policy. The standards begin with 141.10 - Securing IT Assets Standards. Link to the State Technology Manual is http://ofm.wa.gov/ocio/policies/manual.asp. (Posted 10/13/11)Questions and Answers for Work Request WR-12-26 (Posted 10/7/2011)
Work Request WR-11-90
This solicitation is through the Department of Information Services (DIS) Information Technology Professional Services (ITPS) program. This work request has been posted on the Department of General Administration's Washington's Electronic Business Solution (WEBS) web site.
Requests for 2009
Request for Proposal 09-006 Word PDF (Updated 7/8/09*)
The Department of Retirement Systems requires third party record keeping services for the State of Washington's Deferred Compensation Program and the defined contribution component of the Teachers' Retirement System (TRS) Plan 3, School Employees' Retirement System (SERS) Plan 3, and Public Employees' Retirement System (PERS) Plan 3 defined benefit plans.
* Update corrects formatting. Content has not been modified.
Exhibits
- Certifications and Assurances Word PDF
- Sample Personal Service Contract with General Terms and Conditions Word PDF
- Fee Proposal Word PDF
- Public Records Privacy Protections Executive Order 00-03 PDF
- DRS Internet Privacy Statement PDF
- Plan 3 Record Layouts PDF
- Plan 3 Management Reports PDF
- DCP Record Layouts PDF
- Information Technology Security Standard PDF
Addendum 2 - Updates Sections 4.1.10 and 4.2.10 PDF
Addendum 3 - Updates Section 2.2 PDF
Vendor Questions and Agency Answers PDF
Addendum 4 - Additional Questions PDF
Addendum 5 - Updates Sections 2.1 and 2.2 PDF
Addendum 6 - Updates Section 2.2 PDF
Addendum 7 - Updates Section 2.2 PDF
Addendum 8 - Updates Section 2.2 PDF
Addendum 9 - Updates Section 2.2 PDF
Addendum 10 - Updates Section 2.2 PDF
Work Request WR-10-18
This solicitation is through the Department of Information Services (DIS) Information Technology Professional Services (ITPS) program. This work request has been posted on the Department of General Administration's Washington's Electronic Business Solution (WEBS) web site.
Request for Qualifications and Quotations 09-004-01 for court reporting services
This request has been posted on the Department of General Administration's Washington's Electronic Business Solutions (WEBS) Web site.
Request for Qualifications and Quotations 09-004-02 for temporary staffing services
This request has been posted on the Department of General Administration's Washington's Electronic Business Solutions (WEBS) Web site.
Requests for 2008
Work Request WR-09-38
This solicitation is through the Department of Information Services (DIS) Information Technology Professional Services (ITPS) program. This work request has been posted on the Department of General Administration's Washington's Electronic Business Solution (WEBS) Web site.
On behalf of the Pension Funding Council
The Council is responsible for setting economic assumptions and the related pension contribution rates for the state's 11 pension plans. The Council is comprised of the chair and ranking minority member of the Senate ways and means committee, the chair and ranking minority member of the House of Representatives appropriation committee, the director of the Office of Financial Management, and the director of the Department of Retirement Systems.
Request for Proposal PFC-001
At least every two years, the council administers an actuarial audit of the valuation used for pension contribution rate setting. This request for proposals (RFP) is to acquire proposals from firms who can conduct an actuarial audit of the valuations used for rate setting, review recent changes to the asset valuation and funding methods, and conduct an audit of the experience study prepared by the Office of the State Actuary.
Questions submitted by interested firms and the Pension Funding Council’s answers may be found by using the following link: http://www.drs.wa.gov/rfp/prior-rfps/pfc-001/pfc_001qna.pdf
The RFP may be found by using the following link: http://www.drs.wa.gov/rfp/prior-rfps/pfc-001/pfc_001rfp.pdf
The legal notice has been published in the Seattle Daily Journal of Commerce. A copy of the notice may be found by using the following link: http://www.drs.wa.gov/rfp/prior-rfps/pfc-001/PFCLegalNotice08.doc
The estimated schedule for this RFP is as follows; the PFC reserves the right to revise this schedule as necessary.
| Issue Requests for Proposals | March 7, 2008 |
| Question and Answer Period | March 7 - 14, 2008 |
| Issue Addendum to the RFP (Questions and Answers) | March 18, 2008 |
| Proposals Due | March 24, 2008 by 12:00 p.m. local time, Olympia, WA |
| Evaluate Proposals | March 25, 2008 |
| Possible oral interviews (bidders should hold the afternoon of March 26, 2008 open in case they are selected for interview.) | March 26, 2008 |
| Announce "Apparent Successful Contractor" and Send Notification via FAX or E-Mail to Unsuccessful Proposers | March 27, 2008 |
| Hold Debriefing Conferences (if requested) | March 28 - April 4, 2008 |
| Negotiate Contract | March 28 - April 4, 2008 |
| File Contract with OFM | April 7, 2008 |
| Begin Contract Work | April 7, 2008 |
Requests for 2007
Work Request WR-08-93
This solicitation is through the Department of Information Services (DIS) Information Technology Professional Services (ITPS) program. This work request has been posted on the Department of General Administration's Washington's Electronic Business Solution (WEBS) Web site.
Work request 32100-18922
This work request has been posted on the Washington Department of General Administration's Washington's Electronic Business Solution (WEBS) Web site.
Contact Information
RFP Coordinator:
Ken Goolsby
Mailing Address:
Washington State Department of Retirement Systems
PO Box 48380
Olympia WA 98504-8380
Street Address:
6835 Capitol Blvd
Tumwater, WA 98501
Telephone:
(360) 664-7291
Fax:
(360) 753-5397
E-mail the RFP Coordinator