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Basic Information

Reference Number

0000403438

Issuing Organization

Maricopa County Procurement Services

Solicitation Type

ITN - Invitation to Negotiate (Formal)

Solicitation Number

260001

Title

Smart Savings (457(b) Plan) and PEHP Recordkeeper

Source ID

PU.AG.USA.2550080.C19760251

Details

Location

United States, Arizona, Maricopa County

Piggyback Contract

Description

Maricopa County, Arizona intends to award a single firm to provide general retirement plan third-party administration (TPA) and recordkeeping, including but not limited to, online participant enrollment, management and tracking of participant investments, tracking contributions, meeting all tax requirements for the plan and participants, online participant account maintenance, online employer access, participant education and communication, plan sponsor fiduciary services, and legislative and regulatory updates for Smart Savings, the Maricopa County 457(b) Deferred Compensation Plan. The awarded firm shall also perform PEHP Plan administrative functions including, but not limited to enrollment, investing, meeting tax requirements, and claim processing in an accurate and timely manner.

Dates

Publication

11/06/2025 04:14 PM MST

Bid Intent

Not Available

Question Acceptance Deadline

11/24/2025 05:00 PM MST

Questions are submitted online

Yes

Closing Date

12/02/2025 02:00 PM MST

Contact Information

Elizabeth Kuttner

602-506-0099

elizabeth.kuttner@maricopa.gov

James Foley

602-506-8196

james.foley@maricopa.gov

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Solicitation	Document defining the SOW and proposal requirements	Yes	No
Attachment A	Vendor Information	Yes	No
Attachment B	Agreement Page	Yes	No
Attachment C	References	Yes	No
Attachment D	Questionnaire and Fees	Yes	No
Attachment E	Implementation Timeline	Yes	No
Attachment F	Certificate of Compliance with Minimum Requirements	Yes	No
Exhibit 1	BidNet Direct Electronic Submission Instructions	Yes	No
Exhibit 2	Sole Proprietor Waiver	No	No
Exhibit 3	Sample Insurance Certificate	No	No
Exhibit 4	Draft Contract	No	No
Exhibit 5	Plan Information	No	No
Exhibit 6	Assets and Fees by Fund	No	No
Exhibit 7	457(b) Plan Document	No	No
Exhibit 8	Investment Policy Statement	No	No
Exhibit 9	Sample Service Level Agreement	No	No
No entries

Additional Bidding Instructions

See the solicitaiton Section 5.5 INSTRUCTIONS FOR PREPARING AND SUBMITTING PROPOSALS

Disclaimer Thank you for your interest in our bid opportunities and we welcome you to submit a response. Please be sure to review and comply with all specifications and requirements.