INDEPENDENT THIRD-PARTY ADMINISTRATION OF 403(b) COMPLIANCE PROGRAM 27SCH001G

Location:	Massachusetts
Posted:	Apr 10, 2026
Due:	May 11, 2026
Agency:	Town of Needham
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Solicitation No:	27SCH001G
Publication URL:	To access bid details, please log in.

Bid Number:	27SCH001G
Bid Title:	INDEPENDENT THIRD-PARTY ADMINISTRATION OF 403(b) COMPLIANCE PROGRAM 27SCH001G
Category:	Bids Issued by the Needham Public Schools
Status:	Open

Description:

The Needham Public School District, as the lead district for a Collective Purchasing Group, seeks written proposals from qualified, independent Third-Party Administrators (TPA) to assist interested School Districts within the Collective Purchasing Group with the implementation and operation of each School District's 403(b) and related programs and act as Third-Party Administrator ("TPA") for each program. The responsibilities for implementation and operation are defined in the Scope of Work.

The RFP covers the three-year period beginning, January 1, 2027 through December 31, 2029. Request for Proposal packages will be available from the Office of the Needham Public Schools Assistant Superintendent for Finance and Operations, 1330 Highland Avenue, Needham, MA 02492, or may be downloaded from http://www.needhamma.gov/bids.aspx&nbsp ; beginning, April 10, 2026 at 9:00 AM.

Proposals are returnable to the Office of the Assistant Superintendent for Finance and Operations, 1330 Highland Avenue, Needham, MA 02492 no later than 10:00 AM, May 11, 2026, at which time and place they will be opened in the presence of one or more witnesses. LATE PROPOSALS will not be accepted. The Town reserves the right to reject any and all proposals as determined to be in the interests of the Town and to waive minor informalities.

Bids will be awarded by the Needham School Committee, acting through the Superintendent.

This legal notice is also posted on the Massachusetts Newspaper Publishers Association’s (MNPA) website at http://masspublicnotices.org/ .

Publication Date/Time:

4/10/2026 9:00 AM

Publication Information:

Local Newpaper; COMMBUYS 04/10/2026; Goods and Services 04/13/2026

Closing Date/Time:

5/11/2026 11:00 AM

Download Available:

Yes

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N EEDHAM PUBLIC SCHOOLS

1330 Highland Avenue

Needham, MA 02492

April 2026

R EQUEST FOR PROPOSALS (RFP)

# 27SCH001G

I NDEPENDENT THIRD PARTY ADMINISTRATION OF

4 03(b) COMPLIANCE PROGRAM

The Needham P ublic S chool District, as the lead district for a Collective Purchasing G roup, s eeks

writtenp roposalsfromq ualified,independentThird-PartyA dministrators(TPA)toassistinterestedSchool

D istricts w ithin the C ollective P urchasing Group with the implementation a nd o peration of each School

D istrict's4 03(b)andrelatedp rogramsa ndacta sThirdP artyA dministrator("TPA")fore achp rogram. The

responsibilities for implementation and operation are defined in the Scope of Work.

The RFP covers thethree year period beginning, January1 , 2027 through December 31, 2029.

R equest for Proposal packages will be available from the Office of theN eedham Public Schools Assistant

S uperintendent for Finance and Operations, 1330 Highland Avenue, Needham, MA 02492, or may be

d ownloaded fromhttp://www.needhamma.gov/bids.aspx beginning,April 10, 2026 at 9:00 AM.

P roposals are returnable to theOffice of the AssistantS uperintendent for Finance and Operations, 1330

H ighland Avenue, Needham, MA 02492n o later than10:00A M, May 11, 2026, at which time and place

they will be opened in the presence of one or more witnesses. LATE PROPOSALS will not be accepted.

T he Town reserves the right to reject any and all proposals as determined to be in the interests of the Town

a nd to waive minor informalities.

Bids will be awarded by the Needham School Committee, acting through the Superintendent.

D aniel Gutekanst

Superintendent of Schools

T own of Needham

N eedham, Massachusetts

P rimary Procurement Contact

E vent

T itle

Contract Number

RFP Available

Pre-Bid Meeting

Proposal Presentation

Deadline for Written Questions

Addenda

Needham Public Schools

Procurement in Brief

Melane Bisbas

S chool Business and Operations Coordinator

1 330 Highland Avenue

Needham, MA 02492

Phone: 781-455-0400 x 11204

m elane_bisbas@needham.k12.ma.us

Date

Details

INDEPENDENT THIRD PARTY ADMINISTRATION OF

403(b) COMPLIANCE PROGRAM

#27SCH001G

R equest for proposal packages are

available from the Office of the

A ssistant Superintendent for Finance and

O perations, 1330 Highland Avenue,

Needham, MA 02492, or may be

d ownloaded from

A pril 10, 2026 9:00 AM

h ttp://www.needhamma.gov/bids.aspx.

Bidders who access bid materials from

the Town’s website are responsible for

a cknowledging receipt of those materials

using the Acknowledgement of Receipt

form found in Appendix B and for

c hecking the website periodically for

any addenda that may be issued.*

No Prebid is Scheduled

M ay be requested

Q uestions must be submitted in writing,

via fax, email or US post to:

Melane Bisbas

School Business and Operations

A pril 24, 2026 12:00 PM

C oordinator

1 330 Highland Avenue

Needham Public Schools will

n ot respond to questions

s ubmitted after the above date.

Needham, MA 02492

Phone: 781-455-0400 x 11204

m elane_bisbas@needham.k12.ma.us

O ral communications are not binding on

the School Department. Responses to

questions submitted in writing will be

forwarded to all persons on record as

h aving received the RFP.

If any changes are made to this RFP, an addendum will be issued. Addenda

w ill be mailed or faxed or emailed to all bidders on record as having received

the RFP. Addenda also will be posted to the Town of Needham bid website

athttp://www.needhamma.gov/bids.aspx.

When and Where are Bids Due?

N umber of Required Copies

Bid Opening

Bid Surety (Bond) Requirements

Contract Award

Contract Length

B ids are due to the Office of the

Assistant Superintendent for Finance and

O perations, 1330 Highland Avenue,

N eedham, MA 02492 by the due date

May 11, 2026 10:00 AM a nd time. If, on the bid due date, the

above office is closed due to

L ATE PROPOSALS will not be u ncontrolled events such as fire, snow,

accepted.

ice, wind, or building evacuation, the bid

o pening will be postponed to the next

normal business day (M-F, excluding

holidays.) Bids will be accepted at the

same location until that date and time.

O ne original + 3 copies of all forms

S ealed proposals are NOT publicly

M ay 11, 2026 10:00 AM

o pened. Proposals will be opened in the

presence of one or more witnesses. A list

o f bidders will be made available after

the submission deadline.

None Required

Award will be made within 90 business days after the bid opening.

3 Years

Upon Award of Contract

Payment Bond

N one Required

Performance Bond

N one Required

Insurance

R efer to Contract Terms

*Bid Acknowledgement

It is recommended (but not required) that bidders acknowledge receipt of the bid package using the

Acknowledgement of Receipt form found inAppendixC. Bidders who complete and return this

acknowledgement will be entered as a bidder of record in the Bid Distribution Register, thereby ensuring that they

will receive notification of any addenda or answered questions related to this bid. Bidders who do not complete

and return the Acknowledgement Form are responsible for checking the website regularly for any addenda that

a re issued to this bid.

TABLE OF CONTENTS

I. General Information & Instructions to Bidders

1. Questions

2 . Bid Addenda

3 . Pre-Bid Conference

II. Basis for Use of Competitive Sealed Proposals (RFP)

III. Contract Award and Bidder Qualifications

IV. Purchase Description and Scope of Services

V. Comparative Evaluation Criteria

B ID FORMS

BID FORM I- BID CHECKLIST

BID FORM II-BIDDER INFORMATION AND STATEMENT OF QUALIFICATIONS

B ID FORM III- PRICE PROPOSAL

A TTACHMENT A- EXCEL FORM

B ID FORM IV- CERTIFICATES OF COMPLIANCE WITH

M ASSACHUSETTS TAX LAWS AND NON-COLLUSION

BID FORM V- CERTIFICATE OF CORPORATE VOTE

A PPENDIX A- MASTER AGREEMENT

APPENDIX B- DISTRICT AGREEMENT

APPENDIX C- ACKNOWLEDGMENT OF RECEIPT

1 0

1 0-12

1 3

2 1

3 4

3 5

3 6

N EEDHAM PUBLIC SCHOOLS

1330 Highland Avenue

Needham, MA 02492

A pril 2026

I NDEPENDENT THIRD PARTY ADMINISTRATION OF

4 03(b) COMPLIANCE PROGRAM

R EQUEST FOR PROPOSALS (RFP)

#27SCH001G

I. I NFORMATION & INSTRUCTIONS TO BIDDERS

1 . Collective Procurement:

T he Needham Public S chool District, a s the Lead District for a C ollective Purchasing G roup

(CPG), seeks written p roposals from q ualified, independent Third P arty A dministrators (TPA) to

assist interested S chool Districts w ithin the Collective Purchasing Group with theimplementation

and operation of e ach School D istrict's 4 03(b) and related p rograms a nd a ct as T hird Party

Administrator("TPA")foreachp rogram. T heresponsibilitiesforimplementationa ndo perationare

d efined in the Scope of Work.

T he Massachusetts public school districts and public school collaboratives that comprise

the C ollective Purchasing Group (CPG) are: Acton-BoxboroughR egional, Andover Public

Schools, Arlington, Ashland, Assabet Valley Collaborative, Athol Royalston Regional School

D istrict, Ayer Shirley Regional, Bedford, Brookline, Canton, Carlisle, Concord, Concord-Carlisle

R egional, Danvers, Essex North Shore Agricultural & Technical School District, Edgartown,

E verett, Franklin, Georgetown, Greater Lawrence Technical, Greater Lowell Technical, King Philip

Regional School District, Lee, Lexington, Lincoln, Lincoln-Sudbury Regional, Lunenburg,

Lynnfield, Manchester-Essex Regional, Marblehead, Marlborough, Martha’s Vineyard Regional,

N arragansett Regional School District, Natick, Needham, New Bedford, North Middlesex Regional,

Northampton, Northborough, Northborough-Southborough Regional School District, Oak Bluffs,

P entucket Regional School District, Pittsfield, Quabbin Regional School District, Reading, Saugus,

S ilver Lake Regional, South Coast Educational Collaborative, South Middlesex Regional Vocational

Technical School District/ Joseph P. Keefe Technical School, South Shore Educational

Collaborative, Southborough, Southeastern MA Educational Collaborative, Stoneham, Stoughton,

S udbury, Tewksbury, Tisbury, Up-Island Regional, Walpole, Wayland, Wellesley, Westford, Weston,

W hittier Regional Vocational Technical High School, Wilmington, Winchendon, Winchester, and

Woburn(collectively referred to as the "CollectiveP urchasing Group").

Needham Public S chool D istrict is the L ead District for the Collective Purchasing G roup, with

responsibilityforthep rocurementu ptoa ndincludingawardo fa contract(MasterA greement). T he

L ead D istrict w ill form a c ommittee to e valuate Technical P roposals b ased on the M inimum

E valuation Criteria a nd the Comparative E valuation C riteria s et forth in this RFP, and the Price

Proposals.

T he c ontract (Master A greement) resulting from this R FP will b e u p to three y ears (36 months.)

Each d istrict in the C ollective Purchasing Group w ill have the a bility a nd authority to access the

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

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INDEPENDENT THIRD-PARTY ADMINISTRATION OF 403(b) COMPLIANCE PROGRAM 27SCH001G

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