Office of the Illinois State Treasurer ABLE Program Management Services - 370-200-26-021 2025
IL-State-Office of the Illinois State TreasurerState · Springfield, IL- Due
- Jan 7, 2026
- Deadline passed
- Posted
- Dec 8, 2025
- Contract term
- 4 years
- Primary contact
- Christopher M. Flynn
- (555) 123-4567
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THE 30-SECOND BRIEF
The Office of the Illinois State Treasurer is issuing a Request for Proposals (RFP) for ABLE Program Management Services under solicitation number 370-200-26-021. The scope encompasses investment management, administrative and recordkeeping services, customer service, marketing, user experience optimization, and conversion services for the Achieving a Better Life Experience (ABLE) program. Proposals are due before 1:00 p.m. CT on January 7, 2026. The initial contract term is four years, with potential extensions not to exceed a total of ten years. Vendor submissions must include state certifications and disclosures, a proposed pricing structure, and meet minimum mandatory service requirements.
Background and Experience 5%, Investment Management 15%, Administrative and Recordkeeping 17.5%, Customer Service 20%, Marketing 10%, User Experience Optimization 7.5%, Conversion Plan 5%, Proposed Pricing Structure 20%
SUMMARY
The Office of the Illinois State Treasurer is issuing a Request for Proposals (RFP) for ABLE Program Management Services under solicitation number 370-200-26-021.
The scope encompasses investment management, administrative and recordkeeping services, customer service, marketing, user experience optimization, and conversion services for the Achieving a Better Life Experience (ABLE) program. Proposals are due before 1:00 p.m. CT on January 7, 2026. The initial contract term is four years, with potential extensions not to exceed a total of ten years. Vendor submissions must include state certifications and disclosures, a proposed pricing structure, and meet minimum mandatory service requirements.
EVALUATION CRITERIA
8- Background and Experience 5%
- Investment Management 15%
- Administrative and Recordkeeping 17.5%
- Customer Service 20%
- Marketing 10%
- User Experience Optimization 7.5%
- Conversion Plan 5%
- Proposed Pricing Structure 20%
REQUIRED ATTACHMENTS
10- Cover Page
- Table of Contents
- Cover Letter
- Executive Summary
- Responses to Questions to be Addressed
- Affiliates Subsidiaries and Subcontractors
- Service Team
- State Certifications and Disclosures
- Proposed Pricing Structure
- Redacted Copy
- Submit to
- [email protected]
- Duration
- 120 months
- Scope location
- Springfield, IL
- Reported agency
- Office of the Illinois State Treasurer
Questions about this RFP
How do I respond to this RFP from IL-State-Office of the Illinois State Treasurer?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 7, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Christopher M. Flynn.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including IL-State-Office of the Illinois State Treasurer in IL, 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 Christopher M. Flynn at (555) 123-4567. Questions and answers are typically shared with all prospective bidders.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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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: "Background and Experience 5%, Investment Management 15%, Administrative and Recordkeeping 17.5%, Customer Service 20%, Marketing 10%, User Experience Optimization 7.5%, Conversion Plan 5%, Proposed Pr..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from IL-State-Office of the Illinois State Treasurer?
All active and historical solicitations from IL-State-Office of the Illinois State Treasurer are tracked and searchable. As a state agency, IL-State-Office of the Illinois State Treasurer regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 4 years. Contract terms may include renewal options.
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. This solicitation specifically requires the following attachments: Cover Page, Table of Contents, Cover Letter, Executive Summary, Responses to Questions to be Addressed, Affiliates Subsidiaries and Subcontractors, Service Team, State Certifications and Disclosures,. Review the full document from IL-State-Office of the Illinois State Treasurer for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Springfield, IL. Review the full solicitation for detailed scope requirements.