Third Party Administration Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
RFP Issued: March 4th, 2026
Published RFP Advertisements: March 4th, 2026 and March 11th, 2026
Deadline for RFP Questions: March 25th, 2026 at 2:00 PM (PT)
RFP Deadline: April 1st, 2026 at 2:00 PM (PT)
Tentative RFP Finalist(s) Interviews: The week of April 6th, 2026
Tentative Contract Award: April 15th, 2026
Start Date of Services: July 1st, 2026
QUESTION DEADLINE
Issuing Agency
Conejo Valley Unified School District
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The District seeks a vendor to provide third party administration services related to tax-sheltered annuities and optional insurance policies for district employees. The selected provider will be responsible for ensuring all commercial materials displayed or distributed are pre-approved by the District. Additionally, prior approval is required for on-site activities, and representatives must report their presence to the site administration office immediately upon arrival.
Bidders are required to submit a list of all pending litigation and outstanding claims, including bankruptcy issues, pending lawsuits, planned office closures, and impending mergers. The contract will span a three-year period, and all questions regarding the RFP must be submitted by March 25, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.