What the buyer needs
AI summaryThe buyer needs a USA-based vendor to provide employee benefits and retirement enrolment administrative services offsite. The buyer requires the vendor to furnish underwriting data and evaluation services, including benefit differentials, funding options, IBNR, COBRA rates, contribution modelling, and trend analysis. The vendor must deliver overall plan management and quality assurance services covering claims reporting, regulatory compliance, COBRA benefit design, stop-loss management, open enrolment, customer service, cost containment, and plan administration with claims paying services. The vendor must provide periodic benchmarking comparisons against area school districts and comparable businesses, generate periodic healthcare reports using payor data, and oversee all disease management and wellness initiatives. Bidders must submit all questions no later than October 16, 2026. The buyer accepts digital proposals via email or online and is looking for proposal pricing, but the source text omits specific evaluation criteria and budget amounts.
Scope of work
- Benefits plan administration including cafeteria plan and retirement plans
- Group medical plans and supplemental insurance plans administration
- Underwriting data and evaluation services
- Stop-Loss management and Open Enrollment services
- Claims reporting and regulatory compliance and reporting
- Periodic benchmarking comparisons of healthcare plans
- COBRA administration
- Common remitter service for paying insurance and 403(b) bills
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| the purchase price | 35% |
| the total long-term cost to Region 4 to acquire the vendor's goods and services | 10% |
Minimum qualifications
- Onshore (USA Organization Only)
- Substantiation of experience operating a Program in the manner described and ability to provide legal counsel
Documents to include with your response
- Offer and Contract Signature Form
- End user licensing agreement (if applicable)
- Non-Collusion Affidavit
- C. 271 Political Contribution Disclosure Form
- Ownership Disclosure Certification
- Response for National Cooperative Contract (Attachment A, Exhibit A)
- Federal Funds Certifications
How to submit
- Method
- Electronic via the agency portal
- Instructions
- Submitted via Region 4 ESC's online procurement system Ion Wave Technologies, Inc. at https://region4esc.ionwave.net. No hard copies, email, or fax accepted.