Consulting Services for Voluntary Retirement Plans and Employee Benefits

Location: Texas
Posted: Dec 20, 2024
Due: Jan 15, 2025
Agency: North East Independent School District
Type of Government: State & Local
Category:
  • D - Automatic Data Processing and Telecommunication Services
  • R - Professional, Administrative and Management Support Services
  • U - Education and Training Services
Solicitation No: 16-25
Publication URL: To access bid details, please log in.

Bid Information

Type Request for Proposal
Status Issued
Number 16-25 (Consulting Services for Voluntary Retirement Plans and Employee Benefits)
Issue Date & Time 12/20/2024 08:00:01 AM (CT)
Close Date & Time 1/15/2025 09:00:00 AM (CT)
Question Cut Off Date 1/9/2025 07:45:00 AM (CT)
Notes
North East Independent School District (NEISD) is seeking qualifications for the following products or services:
Consulting Services for Voluntary Retirement Plans and Employee Benefits in accordance with the instructions, terms and conditions, and requirements/specifications contained in this Solicitation.
Bid responses are due on or before 9:00 AM. Central Standard Time on January 15, 2025. without exception.
Qualifications received after the specified time and date above will not be considered.
NOTE: This is not an order, it is a Request for Proposal. North East ISD does not guarantee any purchase quantities or dollar amounts. Purchases will be made on an as needed basis.
Although the District is legally required to accept paper bids, we strongly request that bidders submit this bid electronically through this ebidding platform.  Respondents must register as a supplier to be able to respond electronically.  For assistance with this submittal, please call 210-407-0175.
Thank you for your interest in doing business with North East ISD!
Contact Information
Name Jill Jones
Address 8961 Tesoro Dr.
Suite 317
San Antonio, TX 78217 USA
Phone
Fax
Email jjones1@neisd.net
Bid Documents
Document name Format
Bid Invitation
Acrobat / PDF
Bid Attachments
File Name Description File Size
North East ISD Bids Terms and Conditions.pdf (please login to view this document) The attachment contains NEISD's Bid Terms and Conditions that apply to all NEISD bid solicitations. 162 KB
NEISD_PO_Terms_and_Conditions_6152022.pdf (please login to view this document) The attachment contains NEISD's Purchase Order (PO) Terms and Conditions that apply to all NEISD purchase orders. 146 KB
NEISD_Insurance Requirements_05092024.pdf (please login to view this document) Proposers must carry and provide proof of insurance that meets the requirements established by NEISD. Proof of insurance coverage must be submitted with the proposal. Failure to provide proof of required insurance coverage could result in the disqualification of the offer. Only upon award must NEISD be listed as an additional insured. 786 KB
Contractor Fingerpring Packet.pdf (please login to view this document) This packet contains the documents required for contractors/vendors to provide services at any NEISD location. If provided services require you to work with or be in close proximity to students, it is mandatory that you complete the fingerprinting process prior to beginning work for the District.

Using NEISD’s Local Education Entities (LEE) Service Code Form (attached), schedule fingerprinting appointments for yourself and/or each of your employees who will work with or in close proximity to students.

After you and/or your employees have been fingerprinted, it is mandatory that you provide a completed CONTRACTOR/CONSULTANT AFFIDAVIT (submit one for each employee) to the campus or department you have a contract with or will have a contract with.
1.36 MB
HB_1295_instructions.pdf (please login to view this document) CERTIFICATE OF INTERESTED PARTIES (HB 1295 FORM)
Section 2252.908 of the Government Code states that a governmental entity or state agency may not enter into certain contracts with a business entity unless the business entity submits a disclosure of interested parties form. More information can be located at the following site: https://www.ethics.state.tx.us/tec/1295-Info.htm

NOTE: Use the RFP number when you are asked to fill in the identification number.
Enter North East ISD when you are asked for the name of the governmental entity or state agency.
716 KB
Form_CIQ_with_Instructions.pdf (please login to view this document) Blank Conflict of Interest Questionnaire 152 KB
Hold_Harmless_Agreement_Form.pdf (please login to view this document) Hold Harmless Agreement must be signed, notarized and returned with proposal. 7 KB
Vendor_Inquiry_Form.pdf (please login to view this document) Blank Vendor Inquiry Form. 195 KB
w-9.pdf (please login to view this document) W-9 140 KB
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* Disclaimer: Information regarding bids, requests for proposals (RFPs), or requests for qualifications (RFQs) is provided on this website only for convenience and does not constitute official public notice. Persons wishing to respond to or inquire about bids, RFPs, or RFQs should contact the appropriate government department.