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OpenSolicitation 27-001

Investment Management Software and Product Support Services

Buyer
Hawaii Employer-Union Health Benefits Trust Fund
Listing location
Hawaii, USA
Submission deadline
Nov 17, 2026

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What the buyer needs

AI summary

The buyer seeks a vendor to provide investment management software and product support services. Required functionality includes automated data collection and aggregation from custodians, portfolio exposure and projection modeling, historical performance analysis, and private market management for private equity, credit, and real assets. The software must also feature a manager CRM, workflow and task management tools, and artificial intelligence capabilities that maintain confidentiality. Eligibility is restricted to onshore USA organizations only, and the vendor must perform all work offsite from their own office premises. The contract period will run for two years, and the buyer is currently looking for proposals.

Scope of work

  • Data collection and aggregation directly from custodian with automated refreshes and market coverage
  • Total portfolio current exposure analysis and cash flow/market scenario projections
  • Total portfolio historical analysis, risk metrics computation, and expense tracking
  • Private market functionality for private equity, private credit, and private real assets
  • Manager CRM for contact logging, document storage, and fund manager intake
  • Workflow and task manager for fund due diligence and recurring operational tasks
  • Dedicated product support services and time allotment for custom projects
  • Artificial intelligence capabilities to enhance workflows and analyze data confidentially

Minimum qualifications

  • Compliance with HRS Chapter 237, General Excise Tax Law
  • Compliance with HRS Chapter 383, Hawaii Employment Security Law
  • Compliance with HRS Chapter 386, Worker's Compensation Law
  • Compliance with HRS Chapter 392, Temporary Disability Insurance
  • Compliance with HRS Chapter 393, Prepaid Health Care Act
  • Compliance with HRS Chapter 103D-310(c), Certificate of Good Standing for entities doing business in the state

Documents to include with your response

  • Quotes submitted via HIePRO
  • Certificate of Vendor Compliance via Hawaii Compliance Express or paper compliance certificates
  • IRS Tax Compliance Report uploaded directly to HCE system (excluding tax-exempt vendors)

How to submit

Method
Electronic via HIePRO
Instructions
Submit responses via HIePRO. Emailed responses will not be considered. Price(s) quoted shall be inclusive of all applicable fees, costs, and taxes.
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