When is the submission deadline?

Submissions are due November 3, 2026. Questions must be submitted by October 16, 2026.

What is the budget for this RFP?

Settle estimates the budget at $50,000,000. The issuer has not published an official figure.

It was issued by Region 4 Education Service Center. The work is located in Houston, Texas, United States.

Who is a good fit for this opportunity?

Employee benefits consulting and third-party administration firm. Experience managing healthcare, retirement enrollment, COBRA, and stop-loss programs. Expertise in benefits underwriting, claims analysis, contribution modeling, and benchmarking. Strong regulatory compliance, reporting, and plan administration capabilities. Experience serving school districts or comparable public-sector employers. Proven ability to manage wellness and disease management initiatives.

Employee Benefits and Retirement Enrollment Administrative Services (Due November 3, 2026)

Overview

Financial, Legal, HR & Staffing

Houston, Texas, United StatesPosted: September 17, 2026Deadline: November 3, 2026

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SUMMARY

The District is seeking a provider to administer employee benefits and retirement enrollment programs, including plan management, claims services, compliance, benchmarking, reporting, and wellness initiatives. Vendor questions are due October 16, 2026, with proposals due November 3, 2026.

KEY REQUIREMENTS

Must have the depth, breadth, and quality of resources necessary to complete all phases of the contract.
Must be able to accommodate a nationwide demand for services.
Must provide timely and accurate technical advice and sales support to Region 4 ESC staff and Participating Agencies.
Must respond to customer support requests within one (1) working day.
Must provide services on a fee-for-service basis without the use of any commissioned sales personnel for retirement and investment vehicles.
Must assign a Project Director to coordinate operational activities.
Must maintain all necessary state insurance licenses to sell products offered by Product Providers.
Must provide substantiation of experience operating a program in the manner described.
Must provide legal counsel to keep the program in compliance with applicable state and federal laws.

BUDGET

Estimate

$50,000,000

CONTRACT DURATION

36 months

TIMELINE

Issue RFP: September 16th, 2026

Pre-proposal Conference: October 7th, 2026

Deadline for receipt of questions: October 16th, 2026

Proposal Due Date: November 3rd, 2026

Approval from Region 4 ESC Board: December 15th, 2026

Contract Effective Date: February 1st, 2027

QUESTION DEADLINE

October 16, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Region 4 Education Service Center

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The District seeks a vendor to provide employee benefits and retirement enrollment administrative services. The selected provider will supply underwriting data and evaluation services to support contract modifications, including benefit differentials, funding options, incurred but not reported claims, COBRA rates, contribution modeling, and trend analysis.

Services will include overall plan management and quality assurance, claims reporting, regulatory compliance and reporting, benefit design, COBRA administration, stop-loss management, open enrollment, customer service, cost containment, plan administration, and claims-paying services. The vendor will also provide periodic benchmarking of healthcare plan benefits and employer and employee contributions against area school districts and comparable businesses.

The provider will prepare periodic healthcare reports using payer data on claims and fixed expenses, relating those figures to total premiums and renewal expectations. The vendor will also oversee disease management and wellness initiatives to promote participant involvement, assess return on investment, and respond to changes in population needs. Questions must be submitted by October 16, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 3, 2026. Questions must be submitted by October 16, 2026.
What is the budget for this RFP?: Settle estimates the budget at $50,000,000. The issuer has not published an official figure.
Who issued this RFP?: It was issued by Region 4 Education Service Center. The work is located in Houston, Texas, United States.
Who is a good fit for this opportunity?: Employee benefits consulting and third-party administration firm
Experience managing healthcare, retirement enrollment, COBRA, and stop-loss programs
Expertise in benefits underwriting, claims analysis, contribution modeling, and benchmarking
Strong regulatory compliance, reporting, and plan administration capabilities
Experience serving school districts or comparable public-sector employers
Proven ability to manage wellness and disease management initiatives

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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