Request for Proposals - Third Party Administration of the NYS Flex Spending Account

Request for Proposals - Third Party Administration of the NYS Flex Spending Account
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Request for Proposals - Third Party Administration of the NYS Flex Spending Account

Request for Proposals Release Date: June 2, 2021

Third Party Administration of the NYS Flex Spending Account

Description:  The intent of this Request for Proposals (RFP) is to secure the services of a Third Party Administrator who can provide the New York State Governor’s Office of Employee Relations (GOER) with full administrative services to successfully operate the NYS Flex Spending Account (FSA), a flexible spending account plan for the Health Care Spending Account (HCSA), Dependent Care Advantage Account (DCAA), and Adoption Advantage Account authorized by the Internal Revenue Code Sections 125 and 129. The New York State Governor’s Office of Employee Relations (GOER) will provide oversight.  

Schedule of Key Events Date
RFP Release Date June 2, 2021
Written Questions Due June 15, 2021
Response to Written Questions Posted June 18, 2021
Proposal Due Date July 29, 2021
Selection Review Begins August 2, 2021
Notification of Award October 6, 2021
Contract is Executed January 1, 2022

 

Contact Information:
Designated contacts for this procurement are Lisa Todd, Kasey Currier and Brandy Snyder. Questions should be directed, via e-mail to: [email protected], [email protected] and [email protected].

Documents

Required Forms

Due: July 29, 2021

Directions: Click links below for required forms.

  1. Application for Competitively Bid Contract  - GOER Form #ADM-28
  2. Vendor Responsibility Questionnaire

  3. Contractor Certification Form ST-220-TD

  4. Contractor Certification to a Covered Agency Form ST-220-CA

  5. Non-Collusive Bidding Certificate - GOER Form #ADM-320

  6. Nondiscrimination in Employment in Northern Ireland: Macbride Fair Employment Principles Certification - GOER Form #ADM-321

  7. Confidentiality and Nondisclosure Agreement - GOER Form #ADM-319

  8. Contractor’s MWBE Utilization Plan - GOER Form #ADM-145

  9. MWBE Waiver Request Form – GOER Form #ADM-149

  10. Equal Employment Opportunity Staffing Plan - GOER Form #ADM-311

  11. MWBE and EEO Policy Statement -- GOER Form #ADM-315 

  12. SDVOB Utilization Plan - GOER Form #ADM-328

  13. SDVOB Waiver Form - GOER Form #ADM-330

  14. Diversity Practices Questionnaire - GOER Form #ADM-327

    https://goer.ny.gov/public-forms-index

  15. Executive Order 177 Certification - GOER Form #ADM-331

  16. Attachment 10 - Cost Proposal – NYS Flex Spending Account RFP Cost Proposal - Budget Form

  17. A statement that the bidder is committed to providing the required SLOC and a statement as to how it will be provided. It must confirm the bidder as the applicant for the SLOC and be accompanied by a written commitment from a financial institution to provide the SLOC.

 

Due: Submit with Signed Contract (Completed by Selected Contractor)

  1. State Consultant Services Contractor's Planned Employment Form A - AC 3271-S
  2. Proof of Workers' Compensation and Disability Benefit Coverage Certification or Proof of Exemption(s)
  3. Certificate of Liability Insurance Naming State of NY as an Additional Insured

 

Due: During the Term of the Contract (Completed by Selected Contractor)

  1. Standby Letter of Credit (SLOC)
  1. State Consultant Services Contractor's Annual Employment Report Form B - AC 3272-S

  2. MWBE Quarterly Payment Report - GOER Form #ADM-146

  3. Workforce Utilization Report - GOER Form #ADM-326

  4. MWBE Waiver Request Form – GOER Form #ADM-149

  5. Contractor’s Monthly SDVOB Compliance Report - GOER Form #ADM-329

  6. ​​​​​​​SDVOB Waiver Form - GOER Form #ADM-330