Clark County and CRESA Retirement Plan Recordkeeping and Managed Account Services RFP 2025
Clark CountyCounty · Vancouver, WA- Due
- Dec 31, 2025
- Deadline passed
- Posted
- Dec 31, 2025
The 30-second brief
Clark County is soliciting proposals for recordkeeping and managed account services for its retirement plans, including the Clark County Plan (CCWA-001) and the Clark Regional Emergency Services Agency (CRESA) Plan (CCWA-002). The scope includes managing total plan assets exceeding $167 million across approximately 1,531 participant accounts. Service requirements include semi-annual reporting on managed account age demographics, fee transparency, and performance metrics. The solicitation also covers fixed income products with specific crediting rates and plan loan administration. Respondents must agree to fixed recordkeeping fees for the contract duration regardless of managed account service status.
Managed Account age demographic utilization reports, Fee reports, Performance metrics
Bid scenarios with and without Managed Accounts, fixed recordkeeping fees
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Summary
Clark County is soliciting proposals for recordkeeping and managed account services for its retirement plans, including the Clark County Plan (CCWA-001) and the Clark Regional Emergency Services Agency (CRESA) Plan (CCWA-002).
The scope includes managing total plan assets exceeding $167 million across approximately 1,531 participant accounts. Service requirements include semi-annual reporting on managed account age demographics, fee transparency, and performance metrics. The solicitation also covers fixed income products with specific crediting rates and plan loan administration. Respondents must agree to fixed recordkeeping fees for the contract duration regardless of managed account service status.
EVALUATION CRITERIA
Bid scenarios with and without Managed Accounts, fixed recordkeeping fees
REQUIRED DELIVERABLES
3- Managed Account age demographic utilization reports
- Fee reports
- Performance metrics
- Scope location
- Clark County, WA
Questions about this RFP
How do I respond to this RFP from Clark County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 31, 2025. The solicitation specifies required deliverables that must be addressed in your response.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Clark County in WA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
What are the key deliverables?
The solicitation specifies the following deliverables: Managed Account age demographic utilization reports, Fee reports, Performance metrics. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Bid scenarios with and without Managed Accounts, fixed recordkeeping fees" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Clark County?
All active and historical solicitations from Clark County are tracked and searchable. As a county agency, Clark County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. Review the full document from Clark County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Clark County, WA. Review the full solicitation for detailed scope requirements.