Minnesota State Recordkeeper for DCR and TSA Programs RFP 2026
Minnesota State Colleges And Universities System OfficeHigher Ed · St Paul, MN- Due
- Sep 4, 2026
- Deadline passed
- Posted
- Aug 21, 2026
- Primary contact
- Joe Steen
- (813) 313-7895
The 30-second brief
Minnesota State is soliciting proposals to select a provider to act as a recordkeeper for its 401(a) Defined Contribution Retirement (DCR) program and 403(b) Tax Sheltered Annuity (TSA) program. The plans cover approximately 34,000 active participants across 31 public colleges and universities with 54 campuses throughout Minnesota. Scope includes administrative recordkeeping, compliance, and participant services for the retirement systems. Proposals must be submitted via the Proposal Tech portal by September 4, 2026, at 5:00 PM EST. Clarifying questions are due by August 28, 2026. The selection process includes remote technology demonstrations and in-person finalist presentations scheduled for November and December 2026.
Remote technology demonstrations, In-person finalist presentations
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Summary
Minnesota State is soliciting proposals to select a provider to act as a recordkeeper for its 401(a) Defined Contribution Retirement (DCR) program and 403(b) Tax Sheltered Annuity (TSA) program.
The plans cover approximately 34,000 active participants across 31 public colleges and universities with 54 campuses throughout Minnesota. Scope includes administrative recordkeeping, compliance, and participant services for the retirement systems. Proposals must be submitted via the Proposal Tech portal by September 4, 2026, at 5:00 PM EST. Clarifying questions are due by August 28, 2026. The selection process includes remote technology demonstrations and in-person finalist presentations scheduled for November and December 2026.
EVALUATION CRITERIA
Remote technology demonstrations, In-person finalist presentations
- Submit to
- https://www.proposaltech.com/home/app.php/register
- Scope location
- St. Paul, MN
- Reported agency
- Minnesota State
Questions about this RFP
How do I respond to this RFP from Minnesota State Colleges And Universities System Office?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 4, 2026. Submissions should be delivered to: https://www.proposaltech.com/home/app.php/register. For questions, contact Joe Steen.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Minnesota State Colleges And Universities System Office in MN, 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.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Joe Steen at (813) 313-7895. Questions and answers are typically shared with all prospective bidders.
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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: "Remote technology demonstrations, In-person finalist presentations" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Minnesota State Colleges And Universities System Office?
All active and historical solicitations from Minnesota State Colleges And Universities System Office are tracked and searchable. As a higher ed agency, Minnesota State Colleges And Universities System Office 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 Minnesota State Colleges And Universities System Office for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: St. Paul, MN. Review the full solicitation for detailed scope requirements.