Office of the Illinois State Treasurer - Secure Choice Outside Legal Counsel - 370-700-26-010 (2025)
- Due
- Oct 1, 2025
- Deadline passed
- Posted
- Sep 4, 2025
- Contract term
- 4 years
- Primary contact
- Christopher Flynn
- (217) 208-2001
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THE 30-SECOND BRIEF
The Office of the Illinois State Treasurer is seeking proposals from qualified outside legal counsel to provide legal advisory services for the Illinois Secure Choice Savings Program and the Illinois Secure Choice Savings Board. The selected counsel will provide legal advice on compliance with state and federal laws, development of regulations, policies, and procedures, procurement of contractors, ERISA, federal securities law, individual retirement accounts (IRAs), and related retirement savings issues. The initial contract term is four years, with potential extensions up to a total of ten years. Proposals are due by 1:00 p.m. CT on October 1, 2025. An optional bidder's teleconference is scheduled for September 16, 2025, with a notice of intent due by September 12, 2025. All vendor questions are due by September 19, 2025. Evaluation criteria include Background and Experience (30 points), Quality of Services (30 points), Cost Proposal (20 points), Equity, Diversity, and Inclusion (5 points), Corporate Responsibility (5 points), Illinois Presence (5 points), and Interview (5 points).
Background & Experience 30, Quality of Services 30, Cost Proposal 20, Equity, Diversity, and Inclusion 5, Corporate Responsibility – Environmental, Social, and Governance Practices 5, Illinois Presence 5, Interview 5
SUMMARY
The Office of the Illinois State Treasurer is seeking proposals from qualified outside legal counsel to provide legal advisory services for the Illinois Secure Choice Savings Program and the Illinois Secure Choice Savings Board.
The selected counsel will provide legal advice on compliance with state and federal laws, development of regulations, policies, and procedures, procurement of contractors, ERISA, federal securities law, individual retirement accounts (IRAs), and related retirement savings issues. The initial contract term is four years, with potential extensions up to a total of ten years. Proposals are due by 1:00 p.m. CT on October 1, 2025. An optional bidder's teleconference is scheduled for September 16, 2025, with a notice of intent due by September 12, 2025. All vendor questions are due by September 19, 2025. Evaluation criteria include Background and Experience (30 points), Quality of Services (30 points), Cost Proposal (20 points), Equity, Diversity, and Inclusion (5 points), Corporate Responsibility (5 points), Illinois Presence (5 points), and Interview (5 points).
EVALUATION CRITERIA
11- Background & Experience 30
- Quality of Services 30
- Cost Proposal 20
- Equity
- Diversity
- Inclusion 5
- Corporate Responsibility – Environmental
- Social
- Governance Practices 5
- Illinois Presence 5
- Interview 5
REQUIRED ATTACHMENTS
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
- One East Old State Capitol Plaza, Springfield, IL 62701 or via email 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 October 1, 2025. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: One East Old State Capitol Plaza, Springfield, IL 62701 or via email to [email protected]. For questions, contact Christopher 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 Flynn at (217) 208-2001. 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 & Experience 30, Quality of Services 30, Cost Proposal 20, Equity, Diversity, and Inclusion 5, Corporate Responsibility – Environmental, Social, and Governance Practices 5, Illinois Presenc..." 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: Illinois State Treasurer Certifications, Disclosures Financial Interest and Potential Conflicts of Interest (Disclosure Form A), Disclosures Other Contract and Procurement Related Information (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.