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University of Kentucky Retirement Consulting Services RFP 2026

St Claire Regional Medical Center logoSt Claire Regional Medical Center
Due
May 28, 2026
Deadline passed
Posted
Apr 30, 2026
Contract term
2 years
Primary contact
David D. Stefanic
(859) 257-5792

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Summary

Solicits proposals from qualified firms for retirement plan consulting services to support the University of Kentucky's ongoing retirement plan oversight for its higher education and healthcare employee populations.

Services include investment policy statement review, compliance and governance support, investment menu design, performance monitoring, and fiduciary services.

REQUIRED ATTACHMENTS

Signed Authentication of Proposal and Statement of Non-Collusion and Non-Conflict of Interest Form, Transmittal Letter, Executive Summary and Proposal Overview, Criteria 1 - Offeror Qualifications, Criteria 2 - Services Defined, Criteria 3 - Financial Proposal, Criteria 4 - Evidence of Successful Performance and Implementation Schedule, Criteria 5 - Other Additional Information

Scope location
Lexington, Kentucky
Reported agency
University of Kentucky

Questions about this RFP

How do I respond to this RFP from St Claire Regional Medical Center?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 28, 2026. Be sure to include all required attachments as outlined in the solicitation. For questions, contact David D. Stefanic.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including St Claire Regional Medical Center in KY, 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 David D. Stefanic at (859) 257-5792. Questions and answers are typically shared with all prospective bidders.

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Where can I find more RFPs from St Claire Regional Medical Center?

All active and historical solicitations from St Claire Regional Medical Center are tracked and searchable. As a public hospital agency, St Claire Regional Medical Center 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 2 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: Signed Authentication of Proposal and Statement of Non-Collusion and Non-Conflict of Interest Form, Transmittal Letter, Executive Summary and Proposal Overview, Criteria 1 - Offeror Qualifications, Cr. Review the full document from St Claire Regional Medical Center for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Lexington, Kentucky. Review the full solicitation for detailed scope requirements.

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