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Bid Solicitation: 26DPP01201

Header Information
Bid Number: 26DPP01201 Description: T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP Bid Opening Date: 05/13/2026 02:00:59 PM
Purchaser: Amira McFarland Organization: Division of Purchase and Property
Department: DPP - Division of Purchase and Property Location: PROS1 - Professional Services
Fiscal Year: 26 Type Code: 01 - 01 - RFP Allow Electronic Quote: Yes
Alternate Id:   Required Date: Available Date :  12/09/2025 09:00:00 AM
Info Contact: Bid Type: OPEN Informal Bid Flag: No
Purchase Method: Contract
Begin Date: 09/01/2026 End Date: 08/31/2031
Pre Bid Conference: Please refer to the Bid Solicitation.
Bulletin Desc:
Ship-to Address: Division of Purchase and Property
33 West State Street
Trenton, NJ 08625
US
Email: njstart@treas.nj.gov
Phone: (609) 341-3500 		Bill-to Address: Division of Purchase and Property
33 West State Street
Trenton, NJ 08625
US
Email: njstart@treas.nj.gov
Phone: (609) 341-3500 		Print Format: Bid Print New
File Attachments: T2327 Bid Amendment 6 04.29.2026.docx
T2327 Revised Bid Solicitation 04.29.2026.docx
Exhibit 5 - Asset Summary By Investment Option.xlsx
Exhibit 6 -Location and Participation Data.xlsx
T2327 Bid Amendment 5 04.15.26.docx
T2327 Bid Amendment 4 03.30.2026.docx
T2327 Bid Amendment 3 03.12.2026.docx
T2327 Bid Amendment 2 02.27.2026 .docx
T2327 Bid Amendment 1 02.09.2026.docx
T2327 Bid Solicitation 12. 09. 2025.docx
T2327 State-Supplied Price Sheet 12.09.2025.xlsx
Attachment 1 - Combined State of New Jersey Standard Terms and Conditions 6.3.2025~3.pdf
Appendix A - Performance Standards 12.09.2025.docx
Attachment 2 - Standard Procurement Forms Packet 12.09.2025.pdf
Attachment 3- State of NJ Technical Questionnaire 12.09.2025.xlsx
Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~2.pdf
Exhibit 1 - DCP-DCRP Demographic and Investment Information 12.31.2023.xlsx
Exhibit 2_NJ State Employee Deferred Compensation Plan ~2.pdf
Exhibit 3_NJ Defined Contribution Retirement Program Document~2.pdf
Exhibit 4 -Fund Fact Sheets~2.zip
T2327 Optional Pre-Quote Conference~3.pptx
Form Attachments:
Required Quote Attachments
Desired Attachment Name Description
T Number: T2327
NJ Cooperative Purchasing: No
Green Solicitation: No
Emergency Solicitation: No
Small Business Category: None
Bid Bond Required: No
Performance Bond Required: No
Retainage: Refer to Bid Solicitation {RFP}.
Amendments:
Amendment # Amendment Date Amendment Note
1 02/09/2026 08:30:20 AM Bid Amendment #1 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "02/20/2026 02:00:59 PM" to "03/11/2026 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment 1 02.09.2026.docx': File 'T2327 Bid Amendment 1 02.09.2026.docx' added . 2. File 'T2327 Bid Solicitation 12. 09. 2025.docx': Order changed from "0" to "1". 3. File 'T2327 State-Supplied Price Sheet 12.09.2025.xlsx': Order changed from "1" to "2". 4. File 'Attachment 1 - Combined State of New Jersey Standard Terms and Conditions 6.3.2025~3.pdf': Order changed from "2" to "3". 5. File 'Appendix A - Performance Standards 12.09.2025.docx': Order changed from "3" to "4". 6. File 'Attachment 2 - Standard Procurement Forms Packet 12.09.2025.pdf': Order changed from "4" to "5". 7. File 'Attachment 3- State of NJ Technical Questionnaire 12.09.2025.xlsx': Order changed from "5" to "6". 8. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~2.pdf': Order changed from "6" to "7". 9. File 'Exhibit 1 - DCP-DCRP Demographic and Investment Information 12.31.2023.xlsx': Order changed from "7" to "8". 10. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~2.pdf': Order changed from "8" to "9". 11. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~2.pdf': Order changed from "9" to "10". 12. File 'Exhibit 4 -Fund Fact Sheets~2.zip': Order changed from "10" to "11". 13. File 'T2327 Optional Pre-Quote Conference~3.pptx': Order changed from "11" to "12".
2 02/27/2026 08:40:31 AM Bid Amendment #2 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "03/11/2026 02:00:59 PM" to "03/25/2026 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment 2 02.27.2026 .docx': File 'T2327 Bid Amendment 2 02.27.2026 .docx' added . 2. File 'T2327 Bid Amendment 1 02.09.2026.docx': Order changed from "0" to "1". 3. File 'T2327 Bid Solicitation 12. 09. 2025.docx': Order changed from "1" to "2". 4. File 'T2327 State-Supplied Price Sheet 12.09.2025.xlsx': Order changed from "2" to "3". 5. File 'Attachment 1 - Combined State of New Jersey Standard Terms and Conditions 6.3.2025~3.pdf': Order changed from "3" to "4". 6. File 'Appendix A - Performance Standards 12.09.2025.docx': Order changed from "4" to "5". 7. File 'Attachment 2 - Standard Procurement Forms Packet 12.09.2025.pdf': Order changed from "5" to "6". 8. File 'Attachment 3- State of NJ Technical Questionnaire 12.09.2025.xlsx': Order changed from "6" to "7". 9. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~2.pdf': Order changed from "7" to "8". 10. File 'Exhibit 1 - DCP-DCRP Demographic and Investment Information 12.31.2023.xlsx': Order changed from "8" to "9". 11. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~2.pdf': Order changed from "9" to "10". 12. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~2.pdf': Order changed from "10" to "11". 13. File 'Exhibit 4 -Fund Fact Sheets~2.zip': Order changed from "11" to "12". 14. File 'T2327 Optional Pre-Quote Conference~3.pptx': Order changed from "12" to "13".
3 03/12/2026 08:20:00 AM Bid Amendment #3 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "03/25/2026 02:00:59 PM" to "04/08/2026 02:00:59 PM". Attachment File Changes: Header 1. File 'Attachment 2 - Standard Procurement Forms Packet 12.09.2025.pdf': Order changed from "6" to "7". 2. File 'Attachment 3- State of NJ Technical Questionnaire 12.09.2025.xlsx': Order changed from "7" to "8". 3. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~2.pdf': Order changed from "8" to "9". 4. File 'Exhibit 1 - DCP-DCRP Demographic and Investment Information 12.31.2023.xlsx': Order changed from "9" to "10". 5. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~2.pdf': Order changed from "10" to "11". 6. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~2.pdf': Order changed from "11" to "12". 7. File 'Exhibit 4 -Fund Fact Sheets~2.zip': Order changed from "12" to "13". 8. File 'T2327 Optional Pre-Quote Conference~3.pptx': Order changed from "13" to "14". 9. File 'T2327 Bid Amendment 3 03.12.2026.docx': File 'T2327 Bid Amendment 3 03.12.2026.docx' added . 10. File 'T2327 Bid Amendment 2 02.27.2026 .docx': Order changed from "0" to "1". 11. File 'T2327 Bid Amendment 1 02.09.2026.docx': Order changed from "1" to "2". 12. File 'T2327 Bid Solicitation 12. 09. 2025.docx': Order changed from "2" to "3". 13. File 'T2327 State-Supplied Price Sheet 12.09.2025.xlsx': Order changed from "3" to "4". 14. File 'Attachment 1 - Combined State of New Jersey Standard Terms and Conditions 6.3.2025~3.pdf': Order changed from "4" to "5". 15. File 'Appendix A - Performance Standards 12.09.2025.docx': Order changed from "5" to "6".
4 03/30/2026 08:33:20 AM Bid Amendment #4 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "04/08/2026 02:00:59 PM" to "04/22/2026 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment 4 03.30.2026.docx': File 'T2327 Bid Amendment 4 03.30.2026.docx' added . 2. File 'T2327 Bid Amendment 3 03.12.2026.docx': Order changed from "0" to "1". 3. File 'T2327 Bid Amendment 2 02.27.2026 .docx': Order changed from "1" to "2". 4. File 'T2327 Bid Amendment 1 02.09.2026.docx': Order changed from "2" to "3". 5. File 'T2327 Bid Solicitation 12. 09. 2025.docx': Order changed from "3" to "4". 6. File 'T2327 State-Supplied Price Sheet 12.09.2025.xlsx': Order changed from "4" to "5". 7. File 'Attachment 1 - Combined State of New Jersey Standard Terms and Conditions 6.3.2025~3.pdf': Order changed from "5" to "6". 8. File 'Appendix A - Performance Standards 12.09.2025.docx': Order changed from "6" to "7". 9. File 'Attachment 2 - Standard Procurement Forms Packet 12.09.2025.pdf': Order changed from "7" to "8". 10. File 'Attachment 3- State of NJ Technical Questionnaire 12.09.2025.xlsx': Order changed from "8" to "9". 11. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~2.pdf': Order changed from "9" to "10". 12. File 'Exhibit 1 - DCP-DCRP Demographic and Investment Information 12.31.2023.xlsx': Order changed from "10" to "11". 13. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~2.pdf': Order changed from "11" to "12". 14. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~2.pdf': Order changed from "12" to "13". 15. File 'Exhibit 4 -Fund Fact Sheets~2.zip': Order changed from "13" to "14". 16. File 'T2327 Optional Pre-Quote Conference~3.pptx': Order changed from "14" to "15".
5 04/15/2026 08:24:10 AM Bid Amendment #5 - Extended Quote Submission Due Date Header 1. Bid Opening Date changed from "04/22/2026 02:00:59 PM" to "05/06/2026 02:00:59 PM". Attachment File Changes: Header 1. File 'T2327 Bid Amendment 5 04.15.26.docx': File 'T2327 Bid Amendment 5 04.15.26.docx' added . 2. File 'T2327 Bid Amendment 4 03.30.2026.docx': Order changed from "0" to "1". 3. File 'T2327 Bid Amendment 3 03.12.2026.docx': Order changed from "1" to "2". 4. File 'T2327 Bid Amendment 2 02.27.2026 .docx': Order changed from "2" to "3". 5. File 'Attachment 1 - Combined State of New Jersey Standard Terms and Conditions 6.3.2025~3.pdf': Order changed from "6" to "7". 6. File 'Appendix A - Performance Standards 12.09.2025.docx': Order changed from "7" to "8". 7. File 'Attachment 2 - Standard Procurement Forms Packet 12.09.2025.pdf': Order changed from "8" to "9". 8. File 'Attachment 3- State of NJ Technical Questionnaire 12.09.2025.xlsx': Order changed from "9" to "10". 9. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~2.pdf': Order changed from "10" to "11". 10. File 'Exhibit 1 - DCP-DCRP Demographic and Investment Information 12.31.2023.xlsx': Order changed from "11" to "12". 11. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~2.pdf': Order changed from "12" to "13". 12. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~2.pdf': Order changed from "13" to "14". 13. File 'Exhibit 4 -Fund Fact Sheets~2.zip': Order changed from "14" to "15". 14. File 'T2327 Optional Pre-Quote Conference~3.pptx': Order changed from "15" to "16". 15. File 'T2327 Bid Amendment 1 02.09.2026.docx': Order changed from "3" to "4". 16. File 'T2327 Bid Solicitation 12. 09. 2025.docx': Order changed from "4" to "5". 17. File 'T2327 State-Supplied Price Sheet 12.09.2025.xlsx': Order changed from "5" to "6".
6 04/29/2026 08:20:52 AM Bid Amendment #6 04.29.2026 - Extended Quote Submission Due Date, Answers to Electronic Question and Answer, and Modifications to the Bid Solicitation and Attachments Header 1. Bid Opening Date changed from "05/06/2026 02:00:59 PM" to "05/13/2026 02:00:59 PM". Attachment File Changes: Header 1. File 'Exhibit 5 - Asset Summary By Investment Option.xlsx': File 'Exhibit 5 - Asset Summary By Investment Option.xlsx' added . 2. File 'Exhibit 6 -Location and Participation Data.xlsx': File 'Exhibit 6 -Location and Participation Data.xlsx' added . 3. File 'T2327 Bid Amendment 5 04.15.26.docx': Order changed from "3" to "4". 4. File 'T2327 Bid Amendment 4 03.30.2026.docx': Order changed from "4" to "5". 5. File 'T2327 Bid Amendment 3 03.12.2026.docx': Order changed from "5" to "6". 6. File 'T2327 Bid Amendment 2 02.27.2026 .docx': Order changed from "6" to "7". 7. File 'T2327 Bid Amendment 1 02.09.2026.docx': Order changed from "7" to "8". 8. File 'T2327 Bid Solicitation 12. 09. 2025.docx': Order changed from "8" to "9". 9. File 'T2327 State-Supplied Price Sheet 12.09.2025.xlsx': Order changed from "9" to "10". 10. File 'Attachment 1 - Combined State of New Jersey Standard Terms and Conditions 6.3.2025~3.pdf': Order changed from "10" to "11". 11. File 'Appendix A - Performance Standards 12.09.2025.docx': Order changed from "11" to "12". 12. File 'Attachment 2 - Standard Procurement Forms Packet 12.09.2025.pdf': Order changed from "12" to "13". 13. File 'Attachment 3- State of NJ Technical Questionnaire 12.09.2025.xlsx': Order changed from "13" to "14". 14. File 'Attachment 4 - State of New Jersey Third-Party Information Security Questionnaire~2.pdf': Order changed from "14" to "15". 15. File 'Exhibit 1 - DCP-DCRP Demographic and Investment Information 12.31.2023.xlsx': Order changed from "15" to "16". 16. File 'Exhibit 2_NJ State Employee Deferred Compensation Plan ~2.pdf': Order changed from "16" to "17". 17. File 'Exhibit 3_NJ Defined Contribution Retirement Program Document~2.pdf': Order changed from "17" to "18". 18. File 'Exhibit 4 -Fund Fact Sheets~2.zip': Order changed from "18" to "19". 19. File 'T2327 Optional Pre-Quote Conference~3.pptx': Order changed from "19" to "20". 20. File 'T2327 Revised Bid Solicitation 04.29.2026.docx': File 'T2327 Revised Bid Solicitation 04.29.2026.docx' added . 21. File 'T2327 Bid Amendment 6 04.29.2026.docx': File 'T2327 Bid Amendment 6 04.29.2026.docx' added .

Item Information
Item # 1:   ( 958  -  39 )   The Bidder must submit its pricing using the State-Supplied Price Sheet accompanying this Bid Solicitation and located on the Attachments Tab. Please refer to Bid Solicitation Section 3.26 State-Supplied Price Sheet Instructions for more information.
NIGP Code: 958-39
   Financial Management Services
Qty Unit Cost UOM Total Discount Amt. Total Cost
1.0   EA - Each    
Manufacturer: Brand: Model:
Make: Packaging:
 
Item # 2:   ( 946  -  56 )   The Bidder must submit its pricing using the State-Supplied Price Sheet accompanying this Bid Solicitation and located on the Attachments Tab. Please refer to Bid Solicitation Section 3.26 State-Supplied Price Sheet Instructions for more information.
NIGP Code: 946-56
   Investment Management Services
Qty Unit Cost UOM Total Discount Amt. Total Cost
1.0   EA - Each    
Manufacturer: Brand: Model:
Make: Packaging:
 
Item # 3:   ( 946  -  49 )   The Bidder must submit its pricing using the State-Supplied Price Sheet accompanying this Bid Solicitation and located on the Attachments Tab. Please refer to Bid Solicitation Section 3.26 State-Supplied Price Sheet Instructions for more information.
NIGP Code: 946-49
   Financial Services (Not Otherwise Classified)
Qty Unit Cost UOM Total Discount Amt. Total Cost
1.0   EA - Each    
Manufacturer: Brand: Model:
Make: Packaging:
 
Item # 4:   ( 946  -  45 )   The Bidder must submit its pricing using the State-Supplied Price Sheet accompanying this Bid Solicitation and located on the Attachments Tab. Please refer to Bid Solicitation Section 3.26 State-Supplied Price Sheet Instructions for more information.
NIGP Code: 946-45
   Employee Benefit Funds
Qty Unit Cost UOM Total Discount Amt. Total Cost
1.0   EA - Each    
Manufacturer: Brand: Model:
Make: Packaging:
 
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Quote # Description Date Last Modified Status