Recordkeeping Services Acquisiton (RKSA)

27 JULY 2018 UPDATE:

The NAICS code is hereby corrected to 525--Funds, Trusts, and Other Financial Vehicles/525110--Pension Funds.

Answers to questions on the Minimum Qualifications process has been uploaded.  See Microsoft Excel attachment "RKSA Min Qual QnA".

The Federal Retirement Thrift Investment Board (FRTIB) is seeking qualified contractors to support Thrift Savings Plan (TSP) Recordkeeping and to provide defined contribution managed services that will operate and manage the associated people, processes, and systems required to deliver TSP retirement services as defined in the Recordkeeping Statement of Objectives (SOO). The TSP serves more than 5 million active and retired participants and beneficiaries (estimated total of 8.9 million accounts including zero balance and inactive accounts as of February 2018) and will grow significantly over the next 5 years with the creation of the Blended Retirement system which has been implemented in 2018.

Subsequent to conducting Market Research, and further completing an Advisory Multi-Step viability assessment under FAR 15.202, the FRTIB has determined that a minimum qualification requirement must be met in order to compete for this award. The Minimum Qualification process is conducted to select qualified Potential Offerors who are able to meet FRTIB's size and scale requirements for defined contribution / deferred compensation (DC/DC) retirement services.

Attached to this announcement are the following documents:
A.  RKSA Minimum Qualification Announcement
B.  DRAFT RKSA Statement of Objectives MQ*
C.  TSP Operational Considerations*
D.  FERSA Rules*
E.  FERSA Required Regulatory Matters*
F.  2017 Thrift Savings Plan Work Volumes

*NOTE:  Contraints are annotated in the DRAFT RKSA Statement of Objectives MQ, TSP Operational Considerations, FERSA Rules, and FERSA Required Regulatory Matters.