Project Information

Bid Title

DEFERRED COMPENSATION 457 PLAN ADMINISTRATOR

Issuing Agency

County of Clark

Location

Washington

Published Date

May 6, 2026

Closing Date

Jun 10, 2026

Government Level

State & Local

Status

Closed

Ref. #

RFP Number: 955

Original Source

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Project Description

DEFERRED COMPENSATION 457 PLAN ADMINISTRATOR

RFP Number: 955

It is the responsibility of the proposer to monitor this site prior to proposal submission, in case additional information, which may be pertinent to the proposal is provided.

General Information:

Clark County’s Human Resource Department is requesting proposals from qualified firms to provide retirement plan administration, record keeping, education, communications, investment-related, and other services for the 457 Deferred Compensation Plan.

Release Date: Wednesday, May 6, 2026
Closing Date: Wednesday, June 10, 2026

Pre-Bid Conference: N/A

Attachments:

• RFP #955
• Plan Holder List
• Exhibit C - Questionnaire

Attachment Preview

REQUEST for PROPOSAL # 955

PROFESSIONAL, TECHNICAL AND EXPERT SERVICES

Clark County Washington

RELEASE DATE: WEDNESDAY, MAY 6, 2026

DUE DATE: WEDNESDAY, JUNE 10, 2026 by 11:00 am

LATE PROPOSALS WILL NOT BE ACCEPTED – NO EXCEPTIONS

Request for Proposal for:

DEFERRED COMPENSATION 457 PLAN ADMINISTRATOR

SUBMIT:

One (1) Original

Two (2) Complete Copies

One (1) Electronic Copy on a USB drive

of the Proposal to:

United Parcel Service / FedEx or Hand Delivery

United States Postal Service

Clark County

ATTN: Office of Purchasing

1300 Franklin Street, 6th Floor, Suite 650

Vancouver WA 98660

564-397-2323

Not Available

Office Hours: 8:00 am – 3:00 pm, Monday – Friday, except Legal Holidays.

No electronic mail submissions.

Refer Questions to Project Manager:

Clark County, WA local government agency is not affiliated with any group, business or other type of enterprise

that is not listed on our webpage at www.clark.wa.gov and emails must end in @clark.wa.gov.

Amie Johnson

Sr. Human Resources Rep / Human Resources

Amie.Johnson@clark.wa.gov

Phone: 564-397-2465

General Terms and Conditions

ADMINISTRATIVE REQUIREMENTS - Contractors shall comply with all management and

administrative requirements established by Washington Administrative Code (WAC), the

Revised Code of the State of Washington (RCW), and any subsequent amendments or

modifications, as applicable to providers licensed in the State of Washington.

ALL proposals submitted become the property of Clark County. It is understood and agreed

that the prospective Proposer claims no proprietary rights to the ideas and written materials

contained in or attached to the proposal submitted. Clark County has the right to reject or

accept proprietary information.

AUTHORSHIP - Applicants must identify any assistance provided by agencies or indivi-

duals outside the proposers own organization in preparing the proposal. No contingent

fees for such assistance will be allowed to be paid under any contract resulting from this

RFP.

CANCELLATION OF AWARD - Clark County reserves the right to immediately cancel an

award if the contractual agreement has not been entered into by both parties or if new state

regulations or policy make it necessary to change the program purpose or content,

discontinue such programs, or impose funding reductions. In those cases where

negotiation of contract activities are necessary, Clark County reserves the right to limit the

period of negotiation to sixty (60) days after which time funds may be unencumbered.

CONFIDENTIALLY - Proposer shall comply with all applicable state and federal laws

governing the confidentiality of information.

CONFLICT OF INTEREST - All proposals submitted must contain a statement disclosing

or denying any interest, financial or otherwise, that any employee or official of Clark County

or the appropriate Advisory Board may have in the proposing agency or proposed project.

CONSORTIUM OF AGENCIES - Any consortium of companies or agencies submitting a

proposal must certify that each company or agency of the consortium can meet the

requirements set forth in the RFP.

COST OF PROPOSAL & AWARD - The contract award will not be final until Clark County

and the prospective contractor have executed a contractual agreement. The contractual

agreement consists of the following parts: (a) the basic provisions and general terms and

conditions, (b) the special terms and conditions, (c) the project description and goals

(Statement of Work), and (d) the budget and payment terms. Clark County is not

responsible for any costs incurred prior to the effective date of the contract. Clark County

reserves the right to make an award without further negotiation of the proposal submitted.

Therefore, the proposal should be submitted in final form from a budgetary, technical, and

programmatic standpoint.

DISPUTES - Clark County encourages the use of informal resolution to address complaints

or disputes arising over any actions in implementing the provisions of this RFP. Written

complaints should be addressed to Clark County – Purchasing, P.O. Box 5000, Vancouver,

Washington 98666-5000.

DIVERSITY IN EMPLOYMENT AND CONTRACTING REQUIREMENTS - It is the

policy of Clark County to require equal opportunity in employment and services subject

to eligibility standards that may be required for a specific program. Clark County is an

equal opportunity employer and is committed to providing equal opportunity in

employment and in access to the provision of all county services. Clark County's Equal

Employment

Opportunity

Plan

is

available

at

http://www.clark.wa.gov/hr/documents.html. This commitment applies regardless of

race, color, religion, creed, sex, marital status, national origin, disability, age, veteran

status, on-the-job injury, or sexual orientation. Employment decisions are made without

consideration of these or any other factors that are prohibited by law. In compliance with

department of Labor Regulations implementing Section 504 of the rehabilitation Act of

1973, as amended, no qualified handicapped individual shall be discriminated against

in admission or access to any program or activity. The prospective contractor must agree

to provide equal opportunity in the administration of the contract, and its subcontracts or

other agreements.

INDEPENDENT PRICE DETERMINATION - The prospective contractor guarantees that,

in connection with this proposal, the prices and/or cost data have been arrived at

independently, without consultation, communication, or agreement for the purpose of

restricting competition. This does not preclude or impede the formation of a consortium

of companies and/or agencies for purposes of engaging in jointly sponsored proposals.

INTERLOCAL AGREEMENT - Clark County has made this RFP subject to Washington

State statute RCW 39.34. Therefore, the proposer may, at the proposers option, extend

identical prices and services to other public agencies wishing to participate in this RFP.

Each public agency wishing to utilize this RFP will issue a purchase order (or contract)

binding only their agency. Each contract is between the proposer and the individual agency

with no liability to Clark County.

LIMITATION - This RFP does not commit Clark County to award a contract, to pay any

costs incurred in the preparation of a response to this RFP, or to procure or contract for

services or supplies.

LATE PROPOSALS - A proposal received after the date and time indicated above will not

be accepted. No exceptions will be made.

ORAL PRESENTATIONS - An oral presentation may be required of those prospective

contractors whose proposals are under consideration. Prospective contractors may be

informed that an oral presentation is desired and will be notified of the date, time and

location the oral presentation is to be conducted.

OTHER AUDIT/MONITORING REQUIREMENTS - In addition, auditing or monitoring for

the following purposes will be conducted at the discretion of Clark County: Fund

accountability; Contract compliance; and Program performance.

PRICE WARRANT - The proposer shall warrant that the costs quoted for services in

response to the RFP are not in excess of those which would be charged any other individual

or entity for the same services performed by the prospective contractor, in a similar

socioeconomic, geographical region.

REQUEST for PROPOSALS – This solicitation is an invitation by Clark County for

Proposers to submit an offer, which may be subject to subsequent discussions and

negotiations by the County and the Proposer. It is not a request for a competitive bid.

A Proposal means any document, submittal, interview presentation, negotiation, and

everything and anything provided in response to this RFP regardless of whether the

submission is an oral or written submission.

Clark County reserves the right to accept or reject any or all proposals received as a result

of this RFP, to negotiate with any or all prospective contractors on modifications to

proposals, to waive formalities, to postpone award, or to cancel in part or in its entirety this

RFP if it is in the best interest of Clark County to do so.

PROTESTS - Must be submitted to the Purchasing Department within 3 business days of

receipt of Letter of Notice.

PUBLIC SAFETY - May require limiting access to public work sites, public facilities, and

public offices, sometimes without advance notice. The successful Proposer’s employees

and agents shall carry sufficient identification to show by whom they are employed and

display it upon request to security personnel. County project managers have discretion

to require the successful Proposer’s employees and agents to be escorted to and from

any public office, facility or work site if national or local security appears to require it.

SALES TAX - Out of State Businesses – WA State Reporting Thresholds & Nexus

https://dor.wa.gov/education/industry-guides/out-state-businesses-reporting-thresholds-

and-nexus Businesses operating outside WA State must register to report B&O tax and

collect/submit applicable sales tax, if the business meets any of the following thresholds in

the current or prior year:

• Has physical presence nexus in Washington.

• Has more than $100,000 in combined gross receipts sourced or attributed to

Washington.

• Is organized or commercially domiciled in Washington.

SUBCONTRACTING - No activities or services included as a part of this proposal may

be subcontracted to another organization, firm, or individual without the approval of

Clark County. Such intent to subcontract shall be clearly identified in the proposal. It is

understood that the contractor is held responsible for the satisfactory accomplishment

of the service or activities included in a subcontract.

VERBAL PROPOSALS - Verbal proposals will not be considered in making the award of

any contract as a result of this RFP.

WORKERS COMPENSATION INSURANCE – The contractor shall comply with R.C.W.

Title 51- with minimum coverage limits of $500,000 for each accident, or provide

evidence that State law does not require such coverage.

FOR ALTERNATIVE FORMATS

Clark County ADA Office: V: 564-397-2322

ADA@clark.wa.gov

Request for Proposals

Table of Contents

PART I

PART II

PROPOSAL REQUIREMENTS

Section IA: General Information

1. Introduction

2. Background

3. Scope of Project

4. Project Funding

5. Title VI Statement

6. Timeline for Selection

7. Employment Verification

Section IB: Work Requirements

1. Required Services

2. County Performed Work

3. Deliverables and Schedule

4. Place of Performance

5. Period of Performance

6. Prevailing Wage

7. Debarred / Suspended

8. Americans with Disabilities Act (ADA) Information

9. Public Disclosure

10. Insurance/Bond

11. Plan Holders List

PROPOSAL PREPARATION AND SUBMITTAL

Section IIA: Pre-Submittal Meeting/Clarification

1. Pre-Submittal Meeting

2. Proposal Clarification

Section IIB: Proposal Submission

1. Proposals Due

2. Proposal

Section IIC: Proposal Content

1. Cover Sheet

2. Project Team

3. Management Approach

4. Respondent’s Capabilities

5. Project Approach and Understanding

6. Proposed Cost

PART III

PROPOSAL EVALUATION & CONTRACT AWARD

Section IIIA: Proposal Review and Selection

1. Evaluation and Selection

2. Evaluation Criteria Scoring

Section IIIB: Contract Award

1. Consultant Selection

2. Contract Development

3. Award Review

4. Orientation/Kick-off Meeting

ATTACHMENTS

A: Proposal Cover Sheet

B: Letter of Interest

C: Certification Regarding Debarment, Suspension and Other Responsibility Matters Form

EXHIBITS

A. Total Plan Assets and Loans

Request for Proposal #955

Deferred Compensation 457 Plan Administrator

B. Breakdown of Plan Assets

C. Questionnaire

Request for Proposal #955

Deferred Compensation 457 Plan Administrator

Part I

Proposal Requirements

Section IA

1. Introduction

General Information

Clark County is soliciting proposals from qualified firms to provide retirement plan administration,

record keeping, education, communications, investment-related, and other services for the 457

Deferred Compensation Plan effective January 1, 2027.

If your company contact details are not on the Plan Holder List at

https://clark.wa.gov/internal-services/request-proposal-1

Attachment B, Letter of Interest must be submitted to participate in this RFP.

Proposers shall respond to all sections to be considered.

Clark County has made this Request for Proposal subject to Washington State statute RCW

39.34 Interlocal Cooperation Act. The proposer may opt to extend identical services and prices

to qualified public agencies. Each contract is between the proposer and individual agency

binding only their agency, with no liability to Clark County.

2. Background

Clark County is a public local government agency with approximately seventeen hundred

(1,700) benefit eligible employees. Employees are paid through one centralized payroll system

and payroll is run bi-weekly for a total of twenty-four (24) pay periods. The County uses

Workday for payroll processing.

The County currently uses Lincoln Financial to provide basic administration, enrollment,

participant communication and education, investment management and record keeping

services. As of December 31, 2025, there was approximately $167 million total in the 457 Plans.

Please see Exhibit A for a table of Total Plan Assets. Exhibit B includes tables of Plan

investments and assets by vendor. The date of the data is noted in each table.

3. Scope of Project

The primary goals for this Request for Proposal process include the following:

• Enhancing participant retirement outcomes;

• Analyzing the overall competitiveness of the Plan(s);

• Providing for the integrated administration and reporting for the Plan(s);

• Improving participant education and communication services;

• Enhancing the formal education for the Deferred Compensation Committee;

• Providing robust on-line transaction and information capabilities;

• Providing support for as many administrative functions as deemed appropriate;

• Evaluating alternative pricing structures;

• Reducing participant and Plan expenses;

• Providing for an orderly and timely transition of assets and services if necessary

• Continuing the formal record keeper/Committee working relationship.

The Committee carries out the fiduciary duties and has authority over the administration of the

retirement program.

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541612Human Resources Consulting Services

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