Employee Benefits and Retirement Enrollment Administrative Services

Region 4 Education Service Center (ESC) is soliciting proposals to provide comprehensive administrative services for employee benefits and retirement enrollment across its member districts. The three‑year contract (with possible two‑year extensions) will cover enrollment processing, data management, reporting, compliance, and customer support. Proposals must be submitted online by 2 PM CT on 3 Nov 2026; a non‑mandatory pre‑proposal conference is scheduled for 7 Oct 2026. The award is expected after Board approval on 15 Dec 2026, with contract effectiveness on 1 Feb 2027. Offerors must complete numerous mandatory attachments (deviation form, signed contract page, certifications, W‑9, etc.) and adhere to a “not‑to‑exceed” pricing model. The solicitation emphasizes experience with public‑sector HR/benefits administration, ability to support multiple agencies statewide, and compliance with federal, state, and Texas education statutes. • Scope: Administer employee benefit plans, retirement enrollment, data entry, reporting, and compliance for all Region 4 ESC districts. • Term: 3 years (possible 2‑year renewals). • Submission: Online only via region4esc.ionwave.net; deadline 11/03/2026 02:00 PM CT. • Pre‑proposal conference: 10/07/2026 10:00 AM CT (non‑mandatory). • Mandatory attachments: Deviation Form, Offer & Contract Signature, Federal Funds Certifications, W‑9, diversity certifications, etc. • Pricing: Not‑to‑exceed; cost‑plus not allowed. • Evaluation criteria include experience, pricing, compliance, and ability to meet service‑level expectations.