South Texas ISD RFP 27-002 Third Party Administrator Services
South Texas Independent School DistrictSchool · Mercedes, TX- Due
- Jan 27, 2026
- Deadline passed
- Posted
- Dec 20, 2025
- Primary contact
- Marla Knaub
The 30-second brief
South Texas Independent School District is seeking proposals for Third Party Administrator Services for its 403(b) and Roth 403(b) plans. The services include plan administration, recordkeeping, employee education, and compliance support.
403(b) and Roth 403(b) plan administration, Recordkeeping, Employee education, Compliance support, Web-based platform for employee access, Periodic reports
Experience and expertise in 403(b) Plan and Roth 403(b) plan administration (20 Points), Customer service capabilities (15 Points), Investment options (20 Points), Price/fees (25 Points), Companies providing investment products/services (5 Points), Liability protection (5 Points), Enrollment assistance/ongoing connection to plan (5 Points), Computer support/interface (5 Points)
Hear what South Texas Independent School District plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
South Texas Independent School District is seeking proposals for Third Party Administrator Services for its 403(b) and Roth 403(b) plans. The services include plan administration, recordkeeping, employee education, and compliance support.
EVALUATION CRITERIA
Experience and expertise in 403(b) Plan and Roth 403(b) plan administration (20 Points), Customer service capabilities (15 Points), Investment options (20 Points), Price/fees (25 Points), Companies providing investment products/services (5 Points), Liability protection (5 Points), Enrollment assistance/ongoing connection to plan (5 Points), Computer support/interface (5 Points)
REQUIRED DELIVERABLES
6- 403(b) and Roth 403(b) plan administration
- Recordkeeping
- Employee education
- Compliance support
- Web-based platform for employee access
- Periodic reports
REQUIRED ATTACHMENTS
10- Acknowledgement of Receipt
- Execution of Offer
- Felony Conviction Notice Form
- W-9
- Conflict of Interest Questionnaire
- Non-Collusion Statement
- Suspension or Debarment Certificate
- Certificate of Interested Parties - Form 1295
- Acceptance Form
- HB 89 Verification Form
- Submit to
- Business Office, STISD, 7001 E. Expressway 83, Mercedes, Texas, 78570
- Reported agency
- South Texas ISD
Questions about this RFP
How do I respond to this RFP from South Texas Independent School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 27, 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: Business Office, STISD, 7001 E. Expressway 83, Mercedes, Texas, 78570. For questions, contact Marla Knaub.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including South Texas Independent School District in TX, 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 Marla Knaub. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: 403(b) and Roth 403(b) plan administration, Recordkeeping, Employee education, Compliance support, Web-based platform for employee access, Periodic reports. Proposals should clearly address how each deliverable will be met.
Show 3 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Experience and expertise in 403(b) Plan and Roth 403(b) plan administration (20 Points), Customer service capabilities (15 Points), Investment options (20 Points), Price/fees (25 Points), Companies pr..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from South Texas Independent School District?
All active and historical solicitations from South Texas Independent School District are tracked and searchable. As a school agency, South Texas Independent School District regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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: Acknowledgement of Receipt, Execution of Offer, Felony Conviction Notice Form, W-9, Conflict of Interest Questionnaire, Non-Collusion Statement, Suspension or Debarment Certificate, Certificate of Int. Review the full document from South Texas Independent School District for the complete list.