How to bid on Retirement Financial Advisory Services for Gilbert Public Schools

What Gilbert Public Schools is buying

Gilbert Public Schools is looking for a firm to provide personal retirement financial advisory and planning services to its employees. The selected firm will offer accessible, objective, and comprehensive resources to help employees develop a retirement strategy. This includes understanding Arizona State Retirement System (ASRS) pension benefits, evaluating retirement readiness, and assisting with informed financial recommendations. The district intends for this contract to have no direct cost to them.

Key dates and what happens at the deadline

This opportunity was published on September 04, 2026. The deadline for submitting your response is September 25, 2026, at 5:00 PM ET. All proposals must be submitted by this time.

Who this opportunity suits

This opportunity is suitable for professional financial advisory firms specializing in retirement planning and employee benefits. Firms with expertise in the Arizona State Retirement System and experience providing services to public sector employees would be particularly well-suited.

How to respond

To access the solicitation documents and submit your response, you need to use OpenGov Procurement, the agency’s procurement portal. You will need to sign in or create a free vendor account on OpenGov Procurement. This account will allow you to download plans, ask questions, join the planholders list, and submit your proposal before the deadline. Any addenda notices will also be distributed through OpenGov.

Practical tips for preparing a competitive response

When preparing your proposal, clearly outline your firm's approach to providing accessible, objective, and comprehensive retirement planning resources. Detail your expertise in the Arizona State Retirement System and how you will help employees understand their pension benefits. Emphasize your strategy for evaluating financial readiness and assisting employees in making informed financial recommendations. Since the district intends a zero direct employer cost structure, clearly explain how your firm will operate under this model.

Ensure your proposal is well-organized and directly addresses all requirements outlined in the Request for Proposal. Pay close attention to all instructions for submission on the OpenGov Procurement platform. Double-check that all required forms and documentation are included and accurately completed before the deadline.