Office of the Illinois State Treasurer - Illinois Secure Choice Program Administrator - 370-200-25-020 (2025)
IL-State-Office of the Illinois State TreasurerState · Springfield, IL- Due
- Jun 11, 2025
- Deadline passed
- Posted
- Apr 9, 2025
- Contract term
- 7 years
- Primary contact
- Chris Flynn
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THE 30-SECOND BRIEF
The Office of the Illinois State Treasurer, on behalf of the Illinois Secure Choice Savings Board, seeks proposals from qualified entities to serve as Program Manager, Investment Manager, or combined Program Administrator for the Illinois Secure Choice Program (370-200-25-020). The selected contractor will provide retirement savings program administration, IRA recordkeeping, custodial services, investment management of passively managed target date funds, customer service call center operations, and communication and outreach. The initial contract term is seven (7) years, with potential extensions up to a total of ten (10) years. Proposals are due by 2:00 p.m. CT on June 11, 2025.
Background and Experience (15 points), Program Administration (15 points), Recordkeeping and Custodial Services (15 points), Customer Service (10 points), Investment Management (12-32.5 points depending on role), Communication, Outreach, and Education (10 points), Cost Proposal (20 points), Equity, Diversity, and Inclusion (5 points), Illinois Presence (5 points), Interview, if applicable (5 points)
SUMMARY
The Office of the Illinois State Treasurer, on behalf of the Illinois Secure Choice Savings Board, seeks proposals from qualified entities to serve as Program Manager, Investment Manager, or combined Program Administrator for the Illinois Secure Choice Program (370-200-25-020).
The selected contractor will provide retirement savings program administration, IRA recordkeeping, custodial services, investment management of passively managed target date funds, customer service call center operations, and communication and outreach. The initial contract term is seven (7) years, with potential extensions up to a total of ten (10) years. Proposals are due by 2:00 p.m. CT on June 11, 2025.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
Cover Page, Table of Contents, Narrative, Answers to Questions, Subcontractor list, Illinois State Treasurer Certifications, Disclosures Financial Interest and Potential Conflicts of Interest (Disclosure Form A), Disclosures Other Contract and Procurement Related Information (Disclosure Form B), Cost Proposal, Redacted Copy
- Submit to
- [email protected] or One East Old State Capitol Plaza, Springfield, IL 62701
- 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 June 11, 2025. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected] or One East Old State Capitol Plaza, Springfield, IL 62701. For questions, contact Chris 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 Chris Flynn. 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 (15 points), Program Administration (15 points), Recordkeeping and Custodial Services (15 points), Customer Service (10 points), Investment Management (12-32.5 points dependi..." 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 7 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, Narrative, Answers to Questions, Subcontractor list, Illinois State Treasurer Certifications, Disclosures Financial Interest and Potential Conflicts of Interest (Disclos. 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.