The purpose of Request for Proposals (RFP) ETH0052-54 is to provide interested and qualified vendors with information to enable them to prepare and submit competitive proposals to administer the following programs: Internal Revenue Code Section 125 Cafeteria Plan, Health Savings Account (HSA), Employee Reimbursement Account (ERA), and Commuter Fringe Benefit Account. There are three separate RFPs:

  • ETH0052 – Third Party Administration of Health Savings Accounts (HSA)
  • ETH0053 – Third Party Administration of Section 125 Cafeteria Plan and Employee Reimbursement Accounts (ERA), including:
    • Section 125 Cafeteria Plan Non-Discrimination Testing
    • Section 125 Cafeteria Plan Documentation
    • Health Care Flexible Spending Account (FSA)
    • Limited Purpose FSA
    • Dependent Day Care FSA
  • ETH0054 – Third Party Administration of Commuter Fringe Benefit Accounts, including:
    • Parking Account
    • Transit Account

The State of Wisconsin Department of Employee Trust Funds (Department) administers various benefit programs available to state and local public employees. The Department works with nearly 1,500 employer partners and serves 622,000 members. Detailed information about the programs listed above, which are available to state and university employees, is included in the RFP. Vendors may submit a proposal for one, two or all three of the programs listed above; however, submitting a proposal for more than one RFP is not a requirement.

The Department intends to use the results of the RFP solicitation to award one or more contracts for the administration of the programs listed above. The RFP documents and the awarded proposal(s) will be incorporated into the contract(s). The contract(s) will be administered and managed by the Department, with oversight by the State of Wisconsin Group Insurance Board (Board). The contract term for each program will commence on May 1, 2019 and extend through December 31, 2021. The Board retains the option, by mutual agreement of the Board and the contractor(s), to renew the contract(s) for two (2) additional two (2)-year renewal periods extending the contract through December 31, 2025, subject to the satisfactory negotiation of terms, including pricing.

The RFP documents are available below. The RFP details the procedures proposers must follow to submit a proposal for the programs listed above, and the minimum requirements that proposers must meet to be eligible for consideration.

The deadline for receipt of proposals for this solicitation is Wednesday, August 29, 2018 by 2:00 p.m. CDT. Late submissions will not be considered. Questions may be submitted as indicated in the RFP via email to ETFSMBProcurement@etf.wi.gov.  

This solicitation is authorized under Chapter 40 of the Wisconsin State Statutes. All decisions and actions regarding this solicitation are solely under the authority of the Board. Procurement statutes and rules that govern other State of Wisconsin agencies may not be applicable.

Any news releases or release of broadcast e-mails pertaining to this solicitation, any resulting contract(s), or the acceptance, rejection, or evaluation, or review of vendor proposals shall not be made without the prior written approval of the Department.

NOTE: All modifications and other information associated with the RFP will be posted on this site. Interested vendors are encouraged to check this site for updates frequently. No other notification regarding modifications will be provided.

Revision History

DateItem
9/29/2023RFP ETH0052 Contract Amendment #3 Signed
9/29/2023RFP ETH0053 Contract Amendment #3 Signed
9/29/2023RFP ETH0054 Contract Amendment #4 Signed
7/22/2021RFP ETH0052 Contract Amendment #2 Signed
7/22/2021RFP ETH0053 Contract Amendment #2 Signed
7/22/2021RFP ETH0054 Contract Amendment #3 Signed
5/20/2020RFP ETH0054 Contract Amendment #2 Signed
10/7/2019RFP ETH0052-54 Contract Amendment #1 Signed
5/7/2019RFP ETH0052-54 Contract Signed
2/20/2019Notice of Intent to Award a Contract Released
8/15/2018RFP ETH0052-54 Addendum Number 1 Released
6/29/2018RFP ETH0052-54 Released
  

Uploaded Documents

ETH0052 HSA Contract Amendment #3
ETH0053 Section 125-ERA Contract Amendment #3
ETH0054 Commuter Contract Amendment #4
ETH0053 Section 125-ERA Contract Amendment #2
ETH0052 HSA Contract Amendment #2
ETH0054 Commuter Contract Amendment #3
ETH0054 Commuter Contract Amendment #2
ETH0054 Commuter Contract Amendment #1
ETH0053 Section 125-ERA Contract Amendment #1
ETH0052 HSA Contract Amendment #1
ETH0054 Commuter Contract
ETH0053 Section 125-ERA Contract
ETH0052 HSA Contract
Notice of Intent to Award a Contract released
ETH0052-54 RFP Addendum No. 1
ETH0052-54 RFP