How to bid on Deferred Compensation Plan Provider Services for Gilbert Public Schools

What Gilbert Public Schools is buying

Gilbert Public Schools is looking for a provider for its Special Pay Buyback Plan. This provider will educate eligible employees about their options, which include Health Retirement Arrangement (HRA) and 403(b) accounts. The provider will also offer financial guidance and help employees set up their chosen accounts.

The selected provider will not administer the plan or determine employee eligibility. The district expects this service to have no direct cost to the employer.

Key dates and what happens at the deadline

The solicitation was published on September 04, 2026. All responses must be submitted by September 25, 2026, at 5:00 PM ET. It is important to submit your response before this deadline, as late submissions are typically not accepted.

Who this opportunity suits

This opportunity is suitable for firms specializing in financial education, retirement planning, and deferred compensation plan services. Vendors should have experience explaining HRA and 403(b) options, providing financial guidance, and assisting with account setup for employees. The category for this work is education-related services, specifically financial services for school employees.

How to respond

To access the full solicitation and respond, you need to go to the original source on OpenGov Procurement. Once there, you may encounter a brief security check; allow it to complete.

You will need to sign in or create a free vendor account on OpenGov Procurement. This account allows you to download all necessary plans, ask questions, join the planholders list to receive updates, and submit your response before the deadline. Addenda notices will also be distributed through OpenGov.

Practical tips for a competitive response

When preparing your response, clearly outline your experience in employee education and financial guidance related to deferred compensation plans. Emphasize your ability to explain complex financial options like HRAs and 403(b)s in an understandable way to individual employees.

Detail your process for assisting employees with account setup and ensuring a smooth experience. Since the district expects a zero direct employer cost structure, ensure your proposal clearly addresses how this will be achieved. Highlight any value-added services that align with the district's goal of supporting its employees' financial planning.