Employee Benefits Agent of Record Services

The Roma, Texas government authority seeks an agent of record for employee benefits management services.

Provide company name, address, city, state, zip code, taxpayer ID, website address, telephone number, fax number, and email address
Provide remit address if different from company address
Provide authorized representative name
Provide legal company name if different from company name
State number of years in business
Indicate if currently doing business with Roma ISD
Indicate if business has e-commerce (online ordering) capabilities
Indicate if company accepts purchase orders
Provide a certificate of insurance with response
Indicate if company is a Disadvantaged/Minority/Woman Business Enterprise and upload proof of certification
Indicate if company is a Historically Underutilized Business (HUB) and upload proof of certification
Indicate if company is a member of a purchasing cooperative and provide contract number and expiration date
Provide three references including name, address, email, and phone number
Certify company is in good standing with all governmental agencies or provide explanation
Certify compliance with Antitrust Certification Statements (Texas Government Code § 2155.005)
Certify compliance with Texas Business and Commerce Code § 272 Requirements (for construction contracts)
Certify compliance with Contractor Certification for Contractor Employees regarding criminal history
Upload completed Certificate of Interested Parties (FORM 1295)
Certify compliance with Certification Regarding Boycotting of Israel (if applicable)
Certify compliance with Felony Conviction Notice (Texas Education Code, Section 44.034)
Upload completed Conflict of Interest Questionnaire (FORM CIQ) if applicable
Certify compliance with Affidavit of Non-Collusion
Certify compliance with Certification Regarding Boycotting Certain Energy Companies (if applicable)
Certify compliance with Certification Prohibiting Discrimination Against Firearm and Ammunition Industries (if applicable)
Certify compliance with Abortion Non-Affiliation Verification
Certify compliance with Certification Regarding Certain Foreign-Owned Companies in Connection with Critical Infrastructure
Certify no federal suspension or debarment is in place
Certify residency status (principal place of business in Texas or employs at least 500 persons in Texas)
Agree to general conditions, standard terms, and item specifications or explain deviations
Agree to 2 CFR Part 200 Termination clauses for federal funds
Agree to 2 CFR Part 200 Clean Air Act compliance for federal funds
Agree to 2 CFR Part 200 Byrd Anti-Lobbying Amendment for federal funds
Certify compliance with 2 CFR Part 200 Procurement of Recovered Materials (Solid Waste Disposal Act)
Agree to 2 CFR Part 200 Rights to Inventions for federal funds
Agree to 2 CFR Part 200 Domestic Preferences for Procurements for federal funds
Certify compliance with 2 CFR Part 200 Ban on Foreign Telecommunications for federal funds
Agree to 2 CFR Part 200 Equal Employment Opportunity for federal funds
Agree to 2 CFR Part 200 Contract Work Hours and Safety Standards Act (if applicable)
Agree to Davis-Bacon Act Compliance (if applicable)
Certify compliance with Non-Discrimination Statement and Certification
Certify compliance with Texas Family Code Section 231.006 regarding child support obligors
Certify enrollment and participation in E-Verify for federal contracts over $50,000
Certify compliance with record retention requirements for contracts involving federal funds (2 CFR § 200.333)
Certify compliance with EPA Regulations Applicable to Grants, Subgrants, Cooperative Agreements and Contracts in Excess of $50,000 for Federal Funds
Certify compliance with the Energy Policy and Conservation Act
Certify compliance with Buy America Provisions
Certify compliance with 2 C.F.R. § 200.336 for purchases with Federal Funds (Access to Records)
Certify compliance with Equal Employment Statement
Agree that all subcontracts will be bound by the terms and conditions
Upload completed Confidentiality Declaration Form
Certify compliance with Certification Regarding Termination of Contract for Non-Compliance (Tex. Gov. Code 552.374) if applicable
Upload current W-9 form

$50,000 – $200,000

Issue Date: March 12th, 2026

Questions Deadline: March 27th, 2026

Response Deadline: April 7th, 2026

Roma Independent School District

Organization overview and procurement intelligence available on paid plans.

A government authority located in Roma, Texas is seeking a vendor to provide employee benefits agent of record services. The selected agent will support the management, negotiation, and administration of employee benefits programs on behalf of the organization.

Interested vendors must submit all questions regarding this RFP no later than March 27, 2026. The role entails acting as the official representative for employee benefits, ensuring the program meets compliance requirements and delivers value to both the authority and its employees.

Employee Benefits Agent of Record Services

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