Houston Independent School District Ionwave #27-10-05 Addendum 1

HISD seeks services for its 403(b), 457, and 401(a) savings plans

Houston Independent School District is seeking providers to support its employee savings plans. - Buyer: Houston Independent School District (HISD), Purchasing Services Department. - Services requested: Support for HISD’s 403(b), 457, and 401(a) savings plans; detailed scope is in the solicitation’s Scope of Work. - OEMs and named vendors: No OEMs or service providers are named in the notice. - Notable requirements: Proposals must include a completed HUB Participation Plan and evidence of good-faith HUB participation. Additional requirements may apply to providers handling student or personally identifiable information, delivering services on campus, or having direct student contact. - Term: One-year initial term, with two annual renewals and a possible extension of up to 90 days for business continuity.

Description

Houston Independent School District seeks services for its 403(b), 457 and 401(a) HISD Savings Plans. The tentative contract term is April 1, 2027 through March 31, 2028, with two automatic annual renewals and a possible discretionary extension of up to 90 days. Proposals must be submitted through the electronic bidding portal, including required HUB participation documentation and other applicable forms. Selection is subject to evaluation, insurance and MWBE compliance verification, and HISD Board of Education approval.

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