Government Contract | Texas
Employee Financial Education Services

Bid Information

Bid Alert No: 00000395418

Bid Title: Employee Financial Education Services

Agency Bid No. Title: 16-005CP

Received Date: 10/16/2015

Close Date: 10/28/2015

Purchase Type: 1 year term

Delivery Point:

Delivery Date: Not Stated

Special Notices: Questions Due By Optional 10/22/2015 12:00 PM, Inside Delivery


Specifications include, but are not limited to:Pflugerville ISD is seeking qualification statements from qualified financial education firms that specialize in providing independent, unbiased retirement education workshops and information to district employees (Employee Financial Education Services).2. The primary objectives of PfISD include:Provide employees with information necessary to make informed decisions related to retirement planning. Presentations should take into consideration: early career, mid-career and late career options, TRS retirement formulas, retirement allowance, health insurance, survivor benefits, annuity programs, death benefit insurance, dissolution of marriage/domestic partnership, and other potential topics.Respondingfirms a r e e n c o u r a g e d t o t h i n k o u t s i d e o f t h e b o x t o p r o p o s e a d d i t i o n a l a l t e r n a t i v e s if deemed appropriate. 3. To be considered responsive to this RFQ, firms must demonstrate appropriate qualifications and experience in financial planning education as described herein. 4. Contracts may be awarded to more than one firm. Quantities or dollar amounts listed are to be considered estimated needs only. 5. The scope of services provided by the Respondent shall be further described beginning on page six (6) of this document. 6. The estimated total value of this contract is unknown

Bid Related Documents

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Product Code: 94656

Agency Information

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Issuing Agency: Pflugerville Independent School District/IPT

State: Texas

Agency Type: State and Local

Contact: Craig Pruett, Purchasing Department 1401 West Pecan Street, Pflugerville, Texas, 78660

Phone: 512-594-0070




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