Willmar Public School District ISD 347 Voluntary Retirement Products Program RFP 20260629_403b
Willmar Public School DistrictSchool · Willmar, MN- Due
- Jul 24, 2026
- Deadline passed
- Posted
- Jun 29, 2026
- Contract term
- 3 years
- Primary contact
- Liz Windingstad
- (320) 231-8500
The 30-second brief
Willmar Public School District ISD 347 is seeking proposals for 403(b) and ROTH voluntary retirement savings programs for approximately 850 employees. Proposals are due July 24, 2026.
Manually signed original, USB Flash Drives of complete proposal, Fee Comparison Report
Qualification and Experience, Product Information, Administration Enrollment and Communication Services, Record Keeping and Account Management System, Organization and Key Personnel, Brokerage and Consulting Services, Call Center and Website Services, Compliance Services, Existing Voluntary Retirement Employees
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Summary
Willmar Public School District ISD 347 is seeking proposals for 403(b) and ROTH voluntary retirement savings programs for approximately 850 employees. Proposals are due July 24, 2026.
EVALUATION CRITERIA
9- Qualification and Experience
- Product Information
- Administration Enrollment and Communication Services
- Record Keeping and Account Management System
- Organization and Key Personnel
- Brokerage and Consulting Services
- Call Center and Website Services
- Compliance Services
- Existing Voluntary Retirement Employees
REQUIRED DELIVERABLES
3- Manually signed original
- USB Flash Drives of complete proposal
- Fee Comparison Report
REQUIRED ATTACHMENTS
4- Required Response Form - Attachment A
- Fee Comparison Report - Spreadsheet
- Evaluation worksheet
- Composite Federal Forms
- Submit to
- Human Resources Department, 611 5th Street SW, Willmar, MN 56201
- Scope location
- Willmar, MN
- Reported agency
- Willmar Public School District ISD 347
Questions about this RFP
How do I respond to this RFP from Willmar Public School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 24, 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: Human Resources Department, 611 5th Street SW, Willmar, MN 56201. For questions, contact Liz Windingstad.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Willmar Public School District in MN, 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 Liz Windingstad at (320) 231-8500. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Manually signed original, USB Flash Drives of complete proposal, Fee Comparison Report. 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: "Qualification and Experience, Product Information, Administration Enrollment and Communication Services, Record Keeping and Account Management System, Organization and Key Personnel, Brokerage and Con..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Willmar Public School District?
All active and historical solicitations from Willmar Public School District are tracked and searchable. As a school agency, Willmar Public School District 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 3 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: Required Response Form - Attachment A, Fee Comparison Report - Spreadsheet, Evaluation worksheet, Composite Federal Forms. Review the full document from Willmar Public School District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Willmar, MN. Review the full solicitation for detailed scope requirements.