Durham Public Schools 403(b) Recordkeeping and Investment Services RFP 179-2526-281-403b_PLAN_SVS
Durham Public SchoolsSchool · Durham, NC- Due
- Jul 28, 2026
- Deadline passed
- Posted
- Jun 12, 2026
- Contract term
- 5 years
- Primary contact
- Amy Morris
The 30-second brief
Durham Public Schools is seeking a single provider for 403(b) recordkeeping, investment, and participant education services for over 2,100 employees. Proposals are due July 28, 2026.
Cover Letter, Title Page, Signed Execution Pages, Response to Attachment E - Proposal Questionnaire, 3 hard copies, 1 flash drive
One-Step evaluation based on best match to needs and most advantageous value
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Summary
Durham Public Schools is seeking a single provider for 403(b) recordkeeping, investment, and participant education services for over 2,100 employees. Proposals are due July 28, 2026.
EVALUATION CRITERIA
One-Step evaluation based on best match to needs and most advantageous value
REQUIRED DELIVERABLES
6- Cover Letter
- Title Page
- Signed Execution Pages
- Response to Attachment E - Proposal Questionnaire
- 3 hard copies
- 1 flash drive
REQUIRED ATTACHMENTS
3- Attachment C: Pricing Form
- Attachment D: Certification of Financial Condition
- Attachment E: Proposal Questionnaire
- Submit to
- 511 Cleveland Street, Durham, NC 27701
- Scope location
- Durham, NC
Questions about this RFP
How do I respond to this RFP from Durham Public Schools?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 28, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 511 Cleveland Street, Durham, NC 27701. For questions, contact Amy Morris.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Durham Public Schools in NC, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Amy Morris. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Cover Letter, Title Page, Signed Execution Pages, Response to Attachment E - Proposal Questionnaire, 3 hard copies, 1 flash drive. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "One-Step evaluation based on best match to needs and most advantageous value" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Durham Public Schools?
All active and historical solicitations from Durham Public Schools are tracked and searchable. As a school agency, Durham Public Schools regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 5 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment C: Pricing Form, Attachment D: Certification of Financial Condition, Attachment E: Proposal Questionnaire. Review the full document from Durham Public Schools for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Durham, NC. Review the full solicitation for detailed scope requirements.