Deferred Compensation Plan Provider Services

Project Information

Bid Title
Deferred Compensation Plan Provider Services
Issuing Agency
Gilbert Public Schools
Location
Arizona
Published Date
Sep 6, 2026
Closing Date
Sep 25, 2026
Government Level
State & Local
Status
Closed
Ref. #
27-16-31
Original Source
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Project Description


Project ID: 27-16-31

Title: Deferred Compensation Plan Provider Services

Addenda: 0

Release Date: 9/4/2026

Due Date: 9/25/2026

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Deferred Compensation Plan Provider Services
Request For Proposal
Purchasing
Project ID: 27-16-31
Release Date: Friday, September 4, 2026
· Due Date: Friday, September 25, 2026 2:00pm
Posted Friday, September 4, 2026 3:40pm
All dates & times in Mountain Time - Phoenix
Draft Response No Bid18 days, 19 hours, 30 minutes


Post Information

Posted At:Fri, Sep 4, 2026 3:40 PM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No
Overview


Summary

Gilbert Public Schools intends to establish the services and responsibilities of a plan provider in connection with the district's Special Pay Buyback Plan (Plan).

The Plan Provider will serve as the District’s designated employee education, financial guidance, and account setup provider for employees participating in the Special Pay Buyback program.

The Plan Provider is not the Plan Administrator and shall not be responsible for determining employee eligibility, calculating eligible buyback amounts, administering District leave policies, interpreting collective bargaining agreements, or approving the amount of compensation available for buyback.

The Plan Provider shall meet individually with eligible employees to explain the available options for directing eligible Special Pay Buyback funds to an HRA (Health Retirement Arrangement) and/or 403(b), discuss the financial considerations, benefits, risks, limitations, and potential advantages and disadvantages of each option, assist the employee in making an informed selection, and complete the account establishment process for the option selected by the employee.

It is the intent of Gilbert Public Schools to establish Deferred Compensation Plan Provider Services under a zero direct employer cost structure.



Background

Gilbert Public Schools (GPS) District Office is in the Town of Gilbert, which is a suburb of the greater Phoenix area in the state of Arizona and Maricopa County. GPS is comprised of five (5) comprehensive high schools, five (5) comprehensive junior high schools, twenty-four (24) comprehensive elementary schools, one (1) alternative learning high school, and three (3) non-traditional academies servicing over 30,000 students living in communities within the Town of Gilbert and the City of Mesa, and about 4,000 full-time and part-time employees. The District offices include the District Administration Complex at 140 S Gilbert Road as well as Technology Services and Security located at Greenfield Road and Elliot Road, and Maintenance and Operations, and Community Education facilities located near Power Road and Guadalupe Road. The District operates on a July 1 to June 30 fiscal year.



Timeline

Release Project Date:
September 4, 2026
Question Submission Deadline:
September 17, 2026, 2:00pm
Proposal Submission Deadline:
September 25, 2026, 2:00pm
Commodity Codes
  • NAICS 541611Administrative Management and General Management Consulting Services
  • NAICS 541612Human Resources Consulting Services
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