About this opportunity
AI summaryHouston Independent School District seeks a third-party administrator to provide savings plan services for its 403(b), governmental 457(b), and employer-funded 401(a) plans. The awarded vendor must support compliance, payroll deductions, contribution remittances, employee services, provider oversight, and retirement savings education. Responsibilities include maintaining a staffed call center, delivering a secure employee website and mobile application, and providing current plan documents and required notices. Eligibility requires an onshore USA organization to perform work both onsite and offsite. A pre-bid meeting will take place on November 10, 2026, and all questions are due by November 30, 2026. Bidders may submit responses digitally via email or online.
Buyer and opportunity details
- Client
- HOUSTON INDEPENDENT SCHOOL DISTRICT
Scope of work
- Administer and support compliance for 403(b) and governmental 457(b) plans
- Provide administration and compliance support for employer-funded 401(a) plan
- Manage payroll deductions and contribution remittances
- Provide employee services and retirement savings education
- Maintain a staffed call center for employee support
- Provide a secure employee website and mobile phone application
- Maintain plan documents, adoption agreements, amendments, and required notices
- Coordinate with authorized annuity, custodial, and investment providers
Minimum qualifications
- Reputable company regularly engaged in providing goods and/or services necessary to meet RFP requirements
- Necessary experience, knowledge, abilities, skills, and resources to satisfactorily perform requirements
- Not currently barred or suspended from doing business with the Federal government or member agencies
Documents to include with your response
- VENDOR FORM: Execution of Offer
- VENDOR FORM: Attachment B - HUB Participation Report
- VENDOR FORM: Certificate of Liability Insurance (ACORD Form) and Insurance Verification Form
- VENDOR FORM: HB 1295 – Certificate of Interested Parties
- VENDOR FORM: IRS FORM W-9 (Rev. 2024)
- VENDOR FORM: Conflict of Interest Questionnaire (Form CIQ)
- VENDOR FORM: Reference Survey
- VENDOR FORM: Contractor Criminal History Background Check Certification
- VENDOR FORM: Pre-Employment or Pre-Service Affidavit for Educational Entities
Key dates
- Release RFP
- Friday, October 30, 2026
- Pre-Proposal Conference
- November 10, 2026, at 11:00 a.m. (CST)
- Last date for questions
- November 30, 2026, at 12:00 p.m. (CST)
- Proposals Due
- December 7, 2026, at 12:00 p.m. (CST)
- Evaluation Period
- December 8, 2026 – February 10, 2027
- Board Meeting Date
- March 18, 2027 (Subject to Change)
How to submit
- Method
- Electronic via the agency portal
- Instructions
- Submitted electronically using HISD's electronic bidding portal at https://houstonisd.ionwave.net/Login.aspx. Faxed or emailed proposals will not be accepted.
Contract details
- Insurance and bonding
- Certificate of Liability Insurance (ACORD form) and Insurance Verification Form signed by insurance agent/broker displaying types of coverage and limits required by HISD Risk Management.