When is the submission deadline?

Submissions are due November 20, 2026. Questions must be submitted by November 3, 2026.

What is the budget for this RFP?

Settle estimates the budget at $50,000 – $250,000. The issuer has not published an official figure.

It was issued by Kentucky Public Pensions Authority. The work is located in Frankfort, Kentucky, United States.

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Personal Trading Vendor

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Overview

Software, Web & Mobile Development

Frankfort, Kentucky, United StatesPosted: October 20, 2026Deadline: November 20, 2026

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SUMMARY

The Kentucky Public Pensions Authority is seeking information from qualified vendors to provide a platform that monitors employee and trustee compliance with personal trading policies.

KEY REQUIREMENTS

Must be a vendor-hosted and vendor-supported Software as a Service (SaaS) solution
Must provide electronic connectivity to a broad library of client brokerage feeds
Must support electronic preclearance of personal trades reconciled against rule-based restrictions
Must provide post-trade rules testing based on surveillance of broker feeds
Must provide case management workflows for trade policy violations and alerts
Must support ad hoc and scheduled certifications and attestations
Must meet best practices and reasonable data security standards
Must provide 24/7 accessibility and support

BUDGET

Estimate

$50,000 – $250,000

TIMELINE

Written questions are due by November 3rd, 2026.

KPPA will respond to questions by November 13th, 2026.

RFI responses are due by November 20th, 2026.

QUESTION DEADLINE

November 3, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Kentucky Public Pensions Authority

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The Kentucky Public Pensions Authority (KPPA) is seeking information from qualified vendors with expertise, experience, and resources regarding the ability to provide a platform that monitors employee and trustee compliance with personal trading policies. The platform should support vendor-hosted SaaS solutions, allow for manual and direct data feed uploads of investment account documents, provide a broad library of client brokerage feeds, and include features such as electronic preclearance, post-trade rules testing, case management for policy violations, and ad hoc attestation processes.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 20, 2026. Questions must be submitted by November 3, 2026.
What is the budget for this RFP?: Settle estimates the budget at $50,000 – $250,000. The issuer has not published an official figure.
Who issued this RFP?: It was issued by Kentucky Public Pensions Authority. The work is located in Frankfort, Kentucky, United States.

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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