Greenwood School District 50 403(b) Retirement Plan Administration Services RFP 2526-009 2026
Greenwood School District 50, SC·School
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- Primary Contact
- Shealyn Barnes · (864) 941-5793
- Contract Term
- 5 years
- Duration
- 24 months
- Scope Location
- Greenwood, SC
- Submission Address
- Greenwood School District 50, Purchasing Department, 1855 Calhoun Road, Greenwood, SC 29649
SUMMARY
Greenwood School District 50 is seeking proposals from qualified companies to provide Third-Party Administration Services (TPA) for its 403(b) Tax Sheltered Annuity Plan. Services include plan document development, recordkeeping, compliance administration, payroll contribution administration, and financial education tools. Services must be at no cost to the District.
EVALUATION CRITERIA
Administration and Compliance Procedures, Experience with 403(b) Retirement Services with K-12 school Districts and/or Local or State Government Entities, References and Performance Capability of Professional Personnel, Responsiveness of Submittal: Accuracy in reflecting the project's assumptions and requirements and the extent to which the instructions in the RFP were followed
REQUIRED DELIVERABLES
Cover Page, Page Two, Information for Offerors to submit (Scope of Work/Specifications), Price Proposal, Vendor Profile & Questionnaire (Attachment B), Minority Participation Affidavit (Attachment C)
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Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from Greenwood School District 50?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 27, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: Greenwood School District 50, Purchasing Department, 1855 Calhoun Road, Greenwood, SC 29649. For questions, contact Shealyn Barnes.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Administration and Compliance Procedures, Experience with 403(b) Retirement Services with K-12 school Districts and/or Local or State Government Entities, References and Performance Capability of Prof..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Greenwood School District 50?
All active and historical solicitations from Greenwood School District 50 are tracked and searchable. As a school agency, Greenwood School District 50 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. Review the full document from Greenwood School District 50 for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Greenwood School District 50 in SC, 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 Shealyn Barnes at (864) 941-5793. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Greenwood, SC. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Cover Page, Page Two, Information for Offerors to submit (Scope of Work/Specifications), Price Proposal, Vendor Profile & Questionnaire (Attachment B), Minority Participation Affidavit (Attachment C). Proposals should clearly address how each deliverable will be met.
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