ESBD_453821_1760556094963_Travis County EX Def Comp IPS 5.4.15.pdf

This is a Request for Proposal (RFP) document issued by Travis County Healthcare District, operating as Central Health, a Texas-based public health organization with approximately 2,100 employees. Central Health seeks a qualified Retirement Plan Advisor to provide comprehensive retirement plan consulting services focused on optimizing the organization's 401a and 457 retirement plans. The primary objectives include conducting data-driven analyses of existing retirement benefits, identifying cost-saving opportunities, achieving a 5% reduction in overall retirement benefits costs within three years while maintaining employee satisfaction, and providing fiduciary support, vendor management, compliance monitoring, employee education, and plan design assistance. The RFP requires proposers to submit responses through the BidNet platform, with a pre-proposal conference scheduled for September 24, 2025, at 1:30 PM via MS Teams. Proposal questions are due by October 8, 2025, and final proposals must be submitted by October 27, 2025, at 2:00 PM Central Time. The initial contract term is one year, with four optional one-year renewal periods available. The contract is expected to commence on November 1, 2025.

The RFP does not specify a public budget range; instead, Central Health requests that proposers submit their own rates and proposed budgets as part of their response. Both HUB-certified and non-HUB vendors are eligible to participate, with Central Health requesting a Good Faith Effort for MBE/WBE participation. The current incumbent vendor is One Digital, though specific performance details are not disclosed in the solicitation materials. Evaluation criteria will focus on the firm's financial stability, client support model, compliance capabilities, technology infrastructure, and strategic guidance potential. Resumes and additional content count against the proposal page limit, and all proposers will receive formal notification of the solicitation status following the evaluation process.