HERITAGE COMMUNITY INITIATIVES (HERITAGE) has a number of agreements that are expiring in 2023 and, as such, is conducting an open solicitation seeking submissions from organizations providing Professional and Contracted Services in the following areas:

  • 401K Management – counsel on and management of the organization’s employee 401-k plan.
  • Health Insurance Broker of Record – the broker of record will represent the insurance interests of HERITAGE for all employee health benefits and requirements.
  • Payroll Services – record keeping, new employee reporting, check processing, state and local tax compilation, and payments.
  • Investment Advisor/Management – counsel, management, support, record keeping and reporter of our three investment accounts.

This is a proposal submission and must include company credentials, applicable experience, personnel qualifications, value-added services and rates/pricing. While price is important, it is not the only criteria in determining award. Proposals will be evaluated in terms of ability to provide quality service, commitment to HERITAGE, and services that add value to the partnership with HERITAGE.

Proposers are required to adhere to all general requirements in this Request for Proposals (RFP) as well as specific requirements detailed in the Attachments for each specialty area’s Scope of Services.

It is the sole responsibility of each Proposer to understand federal, state and local regulations as applicable, as well as details of the certifications and forms included as Exhibits in this RFP.


The schedule and deadlines for selecting Professional and Contracted Services providers is located in Table 1. Should any dates change during the solicitation process, HERITAGE will notify interested proposers by sending an email or posting changes on HERITAGE COMMUNITY INITIATIVES website at: www.heritageserves.org




Legal Notice of RFP Published

Thursday, May 25, 2023

Master RFP Services Agreement Published Online

Friday, May 26, 2023

Submission of Questions (401K, Insurance, Payroll, Investments)

Monday, June 12, 2023 by 4 p.m.

Responses to Questions

Wednesday, June 14, 2023

Submission of Letter of Intent

Friday, June 16, 2023, by 4 p.m.

Proposal Submission Deadline

Wednesday, July 5, 2023, by 2 p.m.

Finalists Identified and Notified

Tuesday, July 11, 2023

Agreement Working Sessions/Negotiations

Thursday, July 13, 2023 & Friday, July 14, 2023

Agreements Awarded

Monday, July 17, 2023

Click On The Link Below For Master RFP Document:

Master RFP Document for All Professional and Contracted Services

Click On The Links Below For Scope Of Services:

401-k Management

Health Insurance Broker of Record

Payroll Services

Investment Advisor/Management

Click On The Link Below For Questions and Answers Regarding the  RFP (updated 6/15/23):

RFP Questions and Answers

Click On The Link Below For The Heritage Community Initiatives Investment Policy Statement:

Investment Policy Statement


    HERITAGE COMMUNITY INITIATIVES is a non-profit organization located in Braddock, Pennsylvania that is honored to celebrate our fourth decade of serving families in forty-nine communities within Eastern Allegheny County through our Transportation, Education, and Nutrition programs.

    For twenty-three (23) years, HERITAGE has been providing service to thousands of riders through our transportation program – Heritage Community Transportation (HCT). HCT, a fixed-route service operating in sixteen (16) largely transit-isolated communities, has provided more than 1.5 million rides for residents.  HCT connects individuals and families throughout Eastern Allegheny County to employment, healthcare, education, retail and other essential life services. Heritage is honored to be the only human services nonprofit in the Commonwealth designated as a provider of public transportation.

    HERITAGE contracts the operation of this service from a private transportation provider that is responsible for service provision, day-to-day operations, vehicle acquisition, maintenance of vehicles, and collection and tracking of data. HERITAGE does not own any vehicles or facilities for storing and maintaining vehicles.

    Heritage Community Transportation operates three bus routes Monday through Saturday in Braddock, East McKeesport, East Pittsburgh, Liberty, McKeesport, Monroeville, North Braddock, North Versailles, Pitcairn, Port Vue, Swissvale, Turtle Creek, Wall, White Oak, Wilkins and Wilmerding. Monday through Friday service operates from approximately 5:00 a.m. to 10:00 p.m., and on Saturdays from approximately 9:00 a.m. to 3:30 p.m. Heritage Community Transportation does not operate on Sundays or major holidays.

    Heritage Education Programs – Heritage 4 Kids Early Learning Center and HOST (Heritage Out of School Time) – provide academically driven early learning and enrichment opportunities for more than three-hundred (300) at-risk students from over 20 unique communities. Heritage education programs are licensed by the Department of Public Welfare (DPW) and rated STAR 4, the highest rating available, by Pennsylvania Keystone STARS. Each program is a member of, or accredited by, the National Association for the Education of Young Children (NAEYC) and the Pennsylvania Child Care Association (PACCA).

    More than 170,000 meals are served each year by our Nutrition Services, which offers solutions in meal planning, ordering, preparation and delivery while creating healthy options for youth and senior populations. Heritage has over three decades of experience feeding children under guidelines set forth by the United States Department of Agriculture and the Pennsylvania Department of Education. Heritage’s internalize Nutrition program operates under the Child and Adult Care Food Program (CACFP) and Summer Food Service Program (SFSP). Nutrition Services has a history of partnering with programs serving youth and senior populations to provide our region’s most vulnerable individuals with the healthy meals they need to thrive.