- Name
- Luis Hardy
- Type
- RFP
- Email
- luis.hardypecina@houstonisd.org
- Phone
- (713) 556-6515
- Number
- 27-10-05 (403(b), 457 and 401(a) HISD Savings Plans)
- Status
- Issued
- Address
- 4400 West 18th Street, Route 1, Houston, TX 77092-8501 USA
- Close Raw
- 12/7/2026 12:00:00 PM (CT)
- Issue Raw
- 10/30/2026 05:00:02 PM (CT)
- Attachments
- File Name
- RFP Part I Scope of Work - Specific Conditions.docx (please login to view this document)
- File Size
- 275 KB
- Description
- RFP - AGREEMENT PART I - Scope of Work (SOW) and Specific Conditions: Vendors must review thoroughly the attached SOW and specific conditions associated with this RFP and upload an official proposal in response to this solicitation under the "Response Attachments" tab.
- File Name
- HISD Standard Terms & Conditions 12.03.25.pdf (please login to view this document)
- File Size
- 376 KB
- Description
- HISD Standard Terms & Conditions: These Standard Terms & Conditions are requirements that are binding upon award of a HISD Contract to the selected vendor(s). These terms outline the District’s expectations regarding the vendor's performance in connection with the District’s purchases.
- File Name
- VENDOR FORM - Attachment B HUB Participation - 121025.pdf (please login to view this document)
- File Size
- 1.06 MB
- Description
- VENDOR FORM - Attachment B - HUB Participation: Vendor must download this form, complete it, and upload completed and signed form under "Response Attachments" tab. IMPORTANT: HUB Participation documents are a part of Proposer’s evaluation. This documentation is required for your proposal to be evaluated by the district. HISD will determine whether the Proposer’s efforts meet the minimum standards of “Good Faith Effort” consistent with the district’s policy on the participation of HUBs. Failure to provide the required HUB documentation will be considered non-compliant. If a company is deemed non-compliant, it can lead to disqualification from the provision of goods and services to the district for current and/or future projects.
- File Name
- VENDOR FORM_EOO_RFP_03.06.2026_FILLABLE.pdf (please login to view this document)
- File Size
- 261 KB
- Description
- VENDOR FORM Execution of Offer (EOO): Vendor must download this form, complete it, and upload the completed and signed form under the "Response Attachments" Tab.
- File Name
- VENDOR FORM - HB 1295 - Certificate of Interested Parties_Rev.11.2024.pdf (please login to view this document)
- File Size
- 884 KB
- Description
- VENDOR FORM (HB 1295) - Certificate of Interested Parties: Vendor must complete the form online at https://www.ethics.state.tx.us/filinginfo/1295/ and upload the completed and signed form under the "Response Attachments" tab." Ensure to name "Houston ISD" as the Governmental Entity and the RFP Number referenced in this solicitation as the Contract ID Number.
- File Name
- VENDOR FORM Certificate of Insurance.pdf (please login to view this document)
- File Size
- 824 KB
- Description
- VENDOR FORM - Certificate of Liability Insurance (ACORD Form) and Insurance Verification Form: All prospective vendors must provide both a Certificate of Liability Insurance (ACORD form) and an Insurance Verification Form signed by the insurance agent/broker. The sample ACORD form provided herein displays the types of coverage and limits required of all vendors by the HISD Risk Management department. Both forms must be uploaded under "Response Attachments" Tab.
- File Name
- VENDOR FORM W-9 (Rev. 3-2024).pdf (please login to view this document)
- File Size
- 137 KB
- Description
- VENDOR FORM - IRS Form W-9 (Rev. 3-2024): Vendor must download this form, complete it, and upload the completed and signed form under the "Response Attachments" tab. Vendors must ensure that the Legal Name and the Taxpayer Identification Number (TIN) entered on this form matches exactly with the information referenced in their IRS income tax return.
- File Name
- VENDOR FORM_Form CIQ_Rev2024_FILLABLE.pdf (please login to view this document)
- File Size
- 309 KB
- Description
- VENDOR FORM - Conflict of Interest Questionnaire (Form CIQ): Vendors must download this form, complete it, and upload completed and signed form under the "Response Attachments" tab. If the prospective vendor doesn't have any conflict of interest to disclose, then enter your individual or company name on line 1, enter "Not Applicable" or "N/A" on line 3, and then sign and date on line 7.
- File Name
- VENDOR FORM Reference Survey.pdf (please login to view this document)
- File Size
- 586 KB
- Description
- VENDOR FORM - Reference Survey: The Evaluation Committee considers Vendor’s reputation and quality of Vendor’s goods or services in the evaluation of this Proposal. To aid in this process, the District requests that Proposer send the attached Vendor Form, Performance Evaluation Survey (Survey) to three (3) valid references. It is Proposer’s sole responsibility to ensure that Surveys are sent to Vendor’s desired references. Recipients must return the completed survey to HISD by the method(s) outlined on the Survey. The District will not accept a Survey returned by Vendor or a Survey returned after the assigned deadline.
- File Name
- VENDOR FORM_Data_Privacy_Agmt_2025-02-11_Rev1.pdf (please login to view this document)
- File Size
- 4.21 MB
- Description
- VENDOR FORM - Data Privacy Agreement (TX-SDPA): Vendors who will collect Personally Identifiable Information (PII) and/or student data as a requirement to fulfill their services in connection with this agreement must complete and sign this form and upload it under the 'Response Attachments' tab as part of their proposal.
- File Name
- VENDOR FORM - Criminal History Background Check v11.16.2021 (FILLABLE).pdf (please login to view this document)
- File Size
- 239 KB
- Description
- VENDOR FORM - Criminal History Background Certification: All vendors are required to download this form and then upload a completed and signed copy under the "Response Attachments" tab. The purpose of this form is for vendors to indicate whether their engagement with Houston ISD under this project/contract will involve direct contact with students, as defined within the form.
- File Name
- VENDOR FORM Pre Employment - Service Affidavit_FILLABLE.pdf (please login to view this document)
- File Size
- 393 KB
- Description
- VENDOR FORM – Pre-Employment / Pre-Service Affidavit (TEC Chapter 22A): Texas Education Code Chapter 22A requires all “service providers” to educational entities to complete a Pre-Employment / Pre-Service Affidavit on the form adopted by the Texas Education Agency (TEA) before providing services. “Service provider” includes contractors, subcontractors, tutoring providers, staffing agencies, entities operating campus charters under TEC §11.174, and any of their employees. HISD’s Instructions for Completing Pre-Employment or Pre-Service Affidavit for Educational Entities and the TEA Pre-Employment / Pre-Service Affidavit for Educational Entities form are included in this solicitation as a Vendor Form. All proposers who will provide on-site services at instructional campuses OR who will have direct contact with students must comply with this law. Completed affidavits must be uploaded to the “Response Attachments” tab along with your proposal.
- Description
- **REQUEST FOR PROPOSALS (RFP)**
**INVITATION FOR VENDOR RESPONSE**
Dear Vendor,
The **Houston Independent School District** is interested in receiving proposals from qualified individuals and/or organizations ("Vendor") for the procurement of select goods and/or services, as specified within this **Request for Proposals** ("RFP" or "Solicitation").
** **
- **HISD Project Number: 27-10-05**** **
- **Project Name: 403(b), 457 and 401(a) HISD Savings Plans**
In accordance with Houston ISD policies and procedures, HISD schools and/or departments are authorized to engage with "Approved Vendors" only. An HISD Approved Vendor is one that has been authorized for use upon having met a set of pre-determined criteria through a formal procurement process and awarded a contract ("Contract", "Agreement", or "Project") upon approval by the HISD Board of Managers.
The first step in obtaining Approved Vendor status is to respond to this solicitation and submit all required information and documentation. Upon completion of the Project evaluation process and verification of compliance with HISD's liability insurance requirements and Minority/Women Owned Business Enterprises (MWBE) Program, one or more Vendors will be recommended to the Board of Education for contract award. Once the HISD Board of Education formally approves the selected Vendor(s) for award, the HISD Purchasing Services department will issue a Notice of Award letter, affirming the awarded Vendor(s) status as an Approved Vendor for this specific Project.
The tentative term of this Project is from **April 1, 2027, through March 31, 2028, with two** **(2) automatic** annual renewals, not to extend beyond March 31, 2030. Thereafter, HISD at its sole discretion may elect to either extend the Project for a term not to exceed ninety (90) days for business continuity purposes, if needed.
** **
**Pre-Proposal Conference:** A Pre-Proposal conference will be held **virtually via Microsoft Teams at 11:00 -** AM CST on Tuesday, November 10, 2026. Vendors interested in participating in the Pre-Proposal Conference must RSVP by registering with the link provided below. Please include the following information in your registration: Vendor company name, attendee first and last name, and email address.
- **Click this link to register for the Pre-Proposal Meeting**
* *
The HISD Coordinator assigned to this solicitation is listed below. Any questions or concerns arising out of this RFP are to be directed to such individual in writing. Questions pertaining to the solicitation process or related to the scope or specifications contained in this RFP should be submitted via the electronic bidding portal by the deadline specified within the RFP. Answers to all questions received will be posted as an Addendum to this RFP within the electronic bidding portal.
Thank you in advance for your participation in this solicitation.
Sincerely,
Coordinator Name: Luis Hardy
Email Address: luis.hardypecina@HoustonISD.org
Office Main Number: 713-556-6515
Direct Line: 713-556-5110
Purchasing Services Department
Houston Independent School District
Hattie Mae White Educational Support Center
4400 West 18th Street
Houston, TX 77092
Keep up with the latest news from HISD: www.HoustonISD.org
- Description Html
- <div><strong></strong></div>
<div><strong></strong></div>
<div><strong><span style="font-size: 14px">REQUEST FOR PROPOSALS (RFP)</span></strong></div>
<div> </div>
<div><strong>INVITATION FOR VENDOR RESPONSE</strong></div>
<div><span style="text-align: justify"></span></div>
<div style="text-align: justify"> </div>
<div style="text-align: justify">Dear Vendor,</div>
<div style="text-align: justify"> </div>
<div style="text-align: justify">The <strong>Houston Independent School District</strong> is interested in receiving proposals from qualified individuals and/or organizations ("Vendor") for the procurement of select goods and/or services, as specified within this <strong>Request for Proposals</strong> ("RFP" or "Solicitation").</div>
<div style="text-align: justify"><strong></strong></div>
<div style="text-align: justify"><strong> </strong></div>
<ul>
<li style="text-align: justify"><strong>HISD Project Number: 27-10-05<span style="background-color: rgba(255, 255, 255, 1); color: rgba(192, 0, 0, 1)"></span></strong><span style="background-color: rgba(255, 255, 255, 1); color: rgba(192, 0, 0, 1)"><strong><strong style="text-align: justify"> </strong></strong></span></li>
</ul>
<ul>
<li><strong>Project Name:<strong style="color: rgba(68, 68, 68, 1); background-color: rgba(255, 255, 255, 1); padding: 0"> <span style="color: rgba(0, 0, 0, 1)">403(b), 457 and 401(a) HISD Savings Plans</span></strong><strong style="background-color: rgba(255, 255, 255, 1); padding: 0"><span style="padding: 0; line-height: 13.91px; color: rgba(0, 0, 0, 1)"> </span></strong></strong></li>
</ul>
<div style="text-align: justify">
<div> <strong></strong></div>
</div>
<div style="text-align: justify">In accordance with Houston ISD policies and procedures, HISD schools and/or departments are authorized to engage with "Approved Vendors" only. An HISD Approved Vendor is one that has been authorized for use upon having met a set of pre-determined criteria through a formal procurement process and awarded a contract ("Contract", "Agreement", or "Project") upon approval by the HISD Board of Managers.</div>
<div style="text-align: justify"> </div>
<div style="text-align: justify">The first step in obtaining Approved Vendor status is to respond to this solicitation and submit all required information and documentation. Upon completion of the Project evaluation process and verification of compliance with HISD's liability insurance requirements and Minority/Women Owned Business Enterprises (MWBE) Program, one or more Vendors will be recommended to the Board of Education for contract award. Once the HISD Board of Education formally approves the selected Vendor(s) for award, the HISD Purchasing Services department will issue a Notice of Award letter, affirming the awarded Vendor(s) status as an Approved Vendor for this specific Project. </div>
<div style="text-align: justify"> </div>
<div style="text-align: justify">The tentative term of this Project is from <strong><span style="color: rgba(0, 0, 0, 1)">April 1, 2027<span style="background-color: rgba(255, 255, 255, 1); padding: 0; text-align: justify"><span style="padding: 0"><span style="text-align: justify">, </span><span style="text-align: justify"> </span></span><span style="padding: 0; text-align: justify"></span></span><span style="background-color: rgba(255, 255, 255, 1); padding: 0; text-align: justify">through</span><span style="background-color: rgba(255, 255, 255, 1); padding: 0; text-align: justify"><span style="padding: 0; text-align: justify"></span><span style="padding: 0; text-align: justify"> March 31, 2028, </span></span><span style="background-color: rgba(255, 255, 255, 1); text-align: justify; padding: 0">with two</span></span></strong><strong><span style="text-align: justify; color: rgba(192, 0, 0, 1)"><span style="color: rgba(0, 0, 0, 1)"><strong><span style="background-color: rgba(255, 255, 255, 1); padding: 0; text-align: justify"><span style="padding: 0"></span><span style="padding: 0"> (2) <span style="padding: 0">automatic</span></span></span></strong></span><span style="background-color: rgba(255, 255, 255, 1); padding: 0; text-align: justify; color: rgba(0, 0, 0, 1)"><strong style="padding: 0"> annual renewals, not to extend beyond March 31, 2030</strong></span></span></strong>. Thereafter, HISD at its sole discretion may elect to either extend the Project for a term not to exceed ninety (90) days for business continuity purposes, if needed.</div>
<div style="text-align: justify"><strong><span style="color: rgba(68, 68, 68, 1)"> </span></strong></div>
<div style="text-align: justify"><strong><span style="color: rgba(68, 68, 68, 1)">Pre-Proposal Conference:</span></strong><span style="color: rgba(68, 68, 68, 1)"> A Pre-Proposal conference will be held <strong>virtually via Microsoft Teams at 11:00<span style="color: rgba(192, 0, 0, 1)"><strong style="color: rgba(68, 68, 68, 1); background-color: rgba(255, 255, 255, 1); padding: 0; text-align: justify"><span style="padding: 0; color: rgba(192, 0, 0, 1)"><strong style="color: rgba(68, 68, 68, 1); padding: 0"><span style="padding: 0; color: rgba(0, 0, 0, 1)"><strong style="color: rgba(68, 68, 68, 1); text-align: justify"><span style="color: rgba(0, 0, 0, 1)"> - </span></strong><span style="text-align: justify; color: rgba(0, 0, 0, 1)"></span></span></strong><span style="padding: 0; text-align: justify; color: rgba(0, 0, 0, 1)">AM</span><strong style="color: rgba(68, 68, 68, 1); padding: 0"><span style="padding: 0; color: rgba(0, 0, 0, 1)"><span style="text-align: justify; color: rgba(0, 0, 0, 1)"></span><strong style="color: rgba(68, 68, 68, 1); text-align: justify"><span style="color: rgba(0, 0, 0, 1)"></span> CST on Tuesday, November 10, 2026</strong><span style="text-align: justify; color: rgba(68, 68, 68, 1)">. </span></span></strong></span></strong></span></strong>Vendors interested in participating in the Pre-Proposal Conference must RSVP by registering with the link provided below. Please include the following information in your registration: Vendor company name, attendee first and last name, and email address. </span></div>
<div style="text-align: justify">
<ul style="list-style-type: disc">
<li style="color: rgba(68, 68, 68, 1); text-align: justify"><strong><span style="color: rgba(192, 0, 0, 1)"><a target="_blank" href="https://events.teams.microsoft.com/event/93f525dd-23ad-43dc-82c3-d46a84159d25@f5eb9966-9336-4b33-8895-9982425b13ed?source=copyLinkLegacyShareLinkDialog"><span style="color: rgba(79, 129, 189, 1)">Click this link to register for the Pre-Proposal Meeting</span></a></span></strong></li>
</ul>
</div>
<div><span style="text-align: justify"><em> </em></span></div>
<div><span style="text-align: justify">The HISD Coordinator assigned to this solicitation is listed below. Any questions or concerns arising out of this RFP are to be directed to such individual in writing. Questions pertaining to the solicitation process or related to the scope or specifications contained in this RFP should be submitted via the electronic bidding portal by the deadline specified within the RFP. Answers to all questions received will be posted as an Addendum to this RFP within the electronic bidding portal.</span></div>
<div style="text-align: justify">
<div style="text-align: justify"><span style="text-align: justify"> </span></div>
</div>
<div style="text-align: justify">Thank you in advance for your participation in this solicitation.</div>
<div style="text-align: justify"> </div>
<div style="text-align: justify">Sincerely,</div>
<div> </div>
<div>
<div>
<div><strong></strong>
<div style="background-color: rgba(255, 255, 255, 1); padding: 0">
<div style="padding: 0"><span style="padding: 0; color: rgba(0, 0, 0, 1)"><strong style="padding: 0">Coordinator Name</strong>: Luis Hardy<span style="color: rgba(192, 0, 0, 1)"> </span></span><span style="padding: 0; color: rgba(0, 0, 0, 1)"> </span></div>
<div style="color: rgba(68, 68, 68, 1); padding: 0"><span style="padding: 0; color: rgba(0, 0, 0, 1)"><strong style="padding: 0">Email Address:</strong><span style="color: rgba(0, 0, 0, 1)"> luis.hardypecina<span style="padding: 0">@HoustonISD.org</span></span></span></div>
<div style="color: rgba(68, 68, 68, 1); padding: 0"><span style="padding: 0; color: rgba(0, 0, 0, 1)"><strong style="padding: 0">Office Main Number:</strong> 713-556-6515</span></div>
<div style="padding: 0"><span style="padding: 0"><strong style="color: rgba(0, 0, 0, 1); padding: 0">Direct Line:</strong> 713-556<span style="color: rgba(0, 0, 0, 1)">-</span><span style="color: rgba(0, 0, 0, 1)">5110</span></span></div>
<div style="color: rgba(68, 68, 68, 1); padding: 0"><span style="padding: 0; color: rgba(0, 0, 0, 1)"> </span></div>
<div style="color: rgba(68, 68, 68, 1); padding: 0"><span style="padding: 0; color: rgba(0, 0, 0, 1)"> </span></div>
<div style="color: rgba(68, 68, 68, 1); padding: 0"><strong style="padding: 0">Purchasing Services Department</strong></div>
</div>
<div style="color: rgba(68, 68, 68, 1); background-color: rgba(255, 255, 255, 1); padding: 0"><strong style="padding: 0">Houston Independent School District</strong></div>
<div style="color: rgba(68, 68, 68, 1); background-color: rgba(255, 255, 255, 1); padding: 0">Hattie Mae White Educational Support Center</div>
<div style="color: rgba(68, 68, 68, 1); background-color: rgba(255, 255, 255, 1); padding: 0">4400 West 18th Street</div>
<div style="color: rgba(68, 68, 68, 1); background-color: rgba(255, 255, 255, 1); padding: 0">Houston, TX 77092</div>
</div>
</div>
<div>
<p><span style="color: rgba(0, 0, 255, 1)"><span style="color: rgba(0, 0, 0, 1)">Keep up with the latest news from HISD:</span> www.HoustonISD.org<br>
</span></p>
</div>
</div>
- Question Cutoff Raw
- 11/30/2026 12:00:00 PM (CT)
Houston Independent School DistrictIssuing agency·Houston, TX·via a public procurement portal