RFP_Amendment_3_FINAL.pdf

PDF 143 KB Posted

Attached to
Pension File Death Match and Obituary Match Services for the Tennessee Consolidated Retirement System - UPDATED
Solicitation number
RFP 30901-63626
Issued by
Davidson County, Tennessee

About this file

This document is Amendment 3 to Request for Proposals (RFP) #30901-63626 issued by the State of Tennessee Treasury Department for Pension File Death Match and Obituary Match Services for the Tennessee Consolidated Retirement System. The RFP was originally issued on August 26, 2025, with this amendment updating multiple key dates in the procurement timeline. Critical deadlines include the Technical Response and Cost Proposal Deadline now set for October 13, 2025, Respondent Oral Presentations scheduled for October 29-30, 2025, and the Contractor Signature Deadline extended to November 21, 2025. The procurement process involves multiple stages including a pre-response teleconference, written questions period, technical and cost proposal submissions, oral presentations for finalists, and potential negotiations.

The amendment extensively revises the original RFP schedule, pushing back multiple milestone dates, which suggests potential complexity in the procurement process or adjustments necessitated by vendor or state requirements. All other terms and conditions of the original RFP remain in full force and effect, with the amendment's revisions becoming effective upon release. The procurement is for services related to matching pension file data with death records and obituaries, likely to help the Tennessee Consolidated Retirement System maintain accurate records and manage pension distributions effectively.

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Other files

File Type Posted
RFP_30901-63626_Amd_1.pdf PDF
RFP_30901-63626_Amendment_2_FINAL.pdf PDF
RFP_30901-63626_FINAL.pdf PDF
RFP_30901-63626_FINAL.pdf PDF
RFP_30901-63626_Amd_1.pdf PDF
RFP_30901-63626_Amendment_2_FINAL.pdf PDF
RFP_30901-63626_FINAL.pdf PDF
RFP_30901-63626_Amd_1.pdf PDF
RFP_30901-63626_FINAL.pdf PDF

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Text version

RFP 30901-63626 Amendment 3

STATE OF TENNESSEE

TREASURY DEPARTMENT

REQUEST FOR PROPOSALS # 30901-63626

AMENDMENT # 3

FOR PENSION FILE DEATH MATCH AND OBITUARY

MATCH SERVICES FOR THE TENNESSEE

CONSOLIDATED RETIREMENT SYSTEM

DATE: October 1, 2025

RFP # 30901-63626 IS AMENDED AS FOLLOWS:

1. This RFP Schedule of Events updates and confirms scheduled RFP dates. Any event, time, or date containing revised or new text is highlighted.

EVENT

TIME

(central time zone)

DATE

UPDATED

OR

CONFIRMED

1. RFP Issued August 26, 2025 CONFIRMED

2. Disability Accommodation Request Deadline 2:00 p.m. August 29, 2025 CONFIRMED

3. Pre-response Teleconference 10:00 a.m. September 3, 2025 CONFIRMED

4. Notice of Intent to Respond Deadline 2:00 p.m. September 4, 2025 CONFIRMED

5. Written “Questions & Comments” Deadline 2:00 p.m. September 12, 2025 CONFIRMED

6. State Response to Written “Questions &

Comments” September 23, 2025 CONFIRMED

7. Technical Response and Cost Proposal

Deadline 2:00 p.m.

October 2, 2025

October 13, 2025

UPDATED

8. State Completion of Technical Response

Evaluations

October 13, 2025

October 24, 2025

UPDATED

9. State Schedules Respondent Oral

Presentation

(Respondent Finalists Only)

October 14, 2025

October 27, 2025

UPDATED

10. Respondent Oral Presentation

(Respondent Finalists Only)

8:00 a.m. –

4:30 p.m.

October 20, 2025 –

October 21, 2025

October 29, 2025 –

October 30, 2025

UPDATED

11. State Completion of Oral Presentation

Evaluations

October 21, 2025

October 30, 2025

UPDATED

RFP 30901-63626 Amendment 3

12. State Opening & Scoring of Cost Proposals

(Finalists Only)

October 21, 2025

October 30, 2025

UPDATED

13. Negotiations (Optional to the State)

October 22, 2025 –

October 23, 2025

October 31, 2025 –

November 3, 2025

UPDATED

14. State Notice of Intent to Award Released and

RFP Files Opened for Public Inspection

October 29, 2025

November 7, 2025

UPDATED

15. End of Protest Period November 5, 2025

November 14, 2025

UPDATED

16. State sends contract to Contractor for signature

November 6, 2025

November 17, 2025

UPDATED

17. Contractor Signature Deadline 2:00 p.m.

November 13, 2025

November 21, 2025

UPDATED

2. RFP Amendment Effective Date. The revisions set forth herein shall be effective upon release. All other terms and conditions of this RFP not expressly amended herein shall remain in full force and effect.

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