02. RFI-WorkersCompClaimAdminSrvcs UPDATED 10.02.26.docx

Request for Information 6100066485-RFI Workers’ Compensation Claims Administration

A. Summary. The Commonwealth of Pennsylvania (Commonwealth) issues this Request for Information (RFI) to gather information that may assist in the development of a future solicitation for Workers’ Compensation Claims Administration Services.

The Commonwealth seeks information regarding current industry practices, available solutions, recommended requirements, implementation timeframes, and cost structures. The Commonwealth also welcomes alternative approaches and recommendations that may help promote competition and better define the requirements for a future procurement.

B. Background. The Commonwealth of Pennsylvania maintains a self-insured Workers’ Compensation Program that provides benefits to eligible Commonwealth employees. The program utilizes a Third-Party Administrator (TPA) to provide workers’ compensation claims administration services, including claims management, medical bill repricing, data management, coordination of medical and litigation-related activities, and other related services. The TPA works in coordination with Commonwealth staff and other contracted service providers to administer workers’ compensation claims in accordance with applicable laws and program requirements. The Commonwealth is conducting this RFI to better understand current industry practices, service delivery models, technology, and cost structures in advance of a potential future procurement.

· Current Contract - 44000017785

· Current Usage –

C. Issues to Be Addressed. The Commonwealth is requesting feedback from firms with expertise in Workers’ Compensation Claims Administration Services, as set forth below:

1. Include a cover letter, with the RFI response, on Company Letterhead, which includes a point of contact name, phone number and email address.

2. Complete Attachment A, Workers’ Compensation Claims Administration Questionnaire. Please respond to the questions in the questionnaire and limit the responses to these questions only.

3. Complete Attachment B, Trade Secret/Confidential Proprietary Notice

D. Point of Contact. The sole point of contact for this RFI shall be:

Sonya Schurtz, Issuing Officer sschurtz@pa.gov or 717-783-0761

E. Due Date. The Commonwealth requests that all responses to this RFI be received no later than Tuesday, October 13, 2026, at 4:00 p.m. EST/EDT. Respondents shall complete Attachment A (Microsoft Forms Questionnaire) and submit Attachment B via email to Sonya Schurtz at sschurtz@pa.gov. Both Attachment A and Attachment B must be received by the stated deadline.

F. Disclaimer. This RFI is issued solely for information and planning purposes and does not constitute a solicitation, offer for procurement, or commitment by the Commonwealth to enter into any contract. The Commonwealth will not award a contract based on this RFI and will not reimburse Respondents for any costs or expenses incurred in preparing a response.

Responses to this RFI are not offers and cannot be accepted by the Commonwealth to form a binding contract. No party is bound by any information provided in response to this RFI.

All materials submitted in response to this RFI shall become the property of the Commonwealth and may be copied, distributed internally, or disclosed as required by applicable Commonwealth or federal law, regulation, or court order. Responses will not be returned.

The Commonwealth will independently evaluate the information received and determine any subsequent course of action. Any future work may be procured through any procurement method available to the Commonwealth, and participation in this RFI does not guarantee consideration or selection in any future procurement.

G. Contents of Response.

1. Confidential Information. The Commonwealth is not requesting, and does not require, confidential proprietary information or trade secrets to be included as part of Respondents’ response. Except as provided, Respondents should not label responses as confidential or proprietary or trade secret protected. A Respondent who determines that it must divulge such information must submit the completed Attachment B, Trade Secret/Confidential Proprietary Notice must additionally provide a redacted version of its response which removes only the confidential proprietary information and trade secrets.

2. Commonwealth Use. All material submitted with the response will be the property of the Commonwealth and may be returned only at the Department’s option. The Commonwealth has the right to use any or all ideas not protected by intellectual property rights that are presented in any response. Notwithstanding any Respondent copyright designations contained on responses, the Commonwealth will have the right to make copies and distribute responses internally and to comply with public record or other disclosure requirements under the provisions of any Commonwealth or United States statute or regulation, or rule or order of any court of competent jurisdiction.

3. Public Disclosure. All responses are subject to disclosure in response to a request for public records made under the Pennsylvania Right-to-Know Law, 65 P.S. § 67.101, et seq. If a response contains confidential proprietary information or trade secrets, a signed written statement to this effect must be provided with the submission in accordance with 65 P.S. § 67.707(b) for the information to be considered exempt under 65 P.S. § 67.708(b)(11) from public records requests. Refer to Attachment 2, Trade Secret/Confidential Proprietary Information Notice that may be utilized as the signed written statement. If Attachment 2, Trade Secret/Confidential Proprietary Information is not completed, any trade secret or confidential/proprietary information contained in Respondents’ response to this RFI may be released in response to a Pennsylvania Right-to-Know Law request.

H. Commonwealth Reservation of Rights. The Commonwealth reserves the right to consider or reject any and all responses to this Request, to amend and/or reissue this Request and to abandon and then recommence at any time, or not recommence, this process. All costs of any response to this Request and participation in any presentations to the Commonwealth are solely the responsibility of the Respondent and the Commonwealth shall not be liable for payment of any such costs.

Bureau of Procurement | 1800 Herr Street, 2nd Floor | Harrisburg, PA 17103 | Phone: 717.783.0761 | www.dgs.pa.gov

REQUEST FOR INFORMATION

ATTACHMENT A

WORKERS’ COMPENSATION CLAIMS ADMINISTRATION QUESTIONNAIRE

Respondents shall complete Attachment A (Workers’ Compensation Claims Administration Questionnaire) by accessing the following Microsoft Forms link below:

https://forms.cloud.microsoft/g/Uhe30Z13Gf

Bureau of Procurement | 1800 Herr Street, 2nd Floor | Harrisburg, PA 17103 | Phone: 717.783.0761 | www.dgs.pa.gov

Attachment B Trade Secret/Confidential Proprietary Information Notice

Instructions:

The Commonwealth may not assert on behalf of a third party an exception to the public release of materials containing information believed to be exempt from public disclosure, including trade secrets or confidential proprietary information, unless the materials are accompanied, at the time they are submitted, by this form or a document containing similar information. In addition, in order to protect the safety and security of individuals, infrastructure, and information technology systems, the Commonwealth requires third parties to designate as confidential any information submitted by the third parties that, if disclosed, would be reasonably likely to jeopardize safety or security.

It is the responsibility of the party submitting this form to ensure that all statements and assertions made below are legally defensible and accurate. The Commonwealth will not provide a submitting party any advice with regard to Pennsylvania’s Right-to-Know Law, 65 P.S. §§ 67.101—67.3104, or laws relating to trade secret or confidential proprietary information.

Name of submitting party:

Contact information for submitting party:

Please provide a brief overview of the materials that you are submitting (e.g. bid proposal, quote, grant application, statement of work, technical schematics):

Please provide a brief explanation of why the materials are being submitted to the Commonwealth (e.g. response to bid, RFP or RFQ #12345, application for grant XYZ being offered by the Department of Health, documents required to be submitted under law ABC):

Please indicate if any information has been included that you believe is exempt from public disclosure by checking the appropriate box below: (Note: Financial information submitted in response to an RFP or IFB to demonstrate economic capability is exempt from public disclosure in accordance with Section 708(b)(26) of the Right-to-Know Law, 65 P.S. 67.708(b)(26)).

☐ No information has been included that I believe is exempt from public disclosure.

☐ Information has been included that I believe is exempt from public disclosure.

Please provide a list detailing which portions of the material being submitted you believe are exempt from public disclosure. This includes trade secret, confidential or proprietary information, or information that if disclosed would be reasonably likely to jeopardize the safety or security of an individual, infrastructure, or information technology system. Please provide an explanation of why you think those materials constitute a trade secret, confidential or proprietary information, or why disclosure of those materials would be reasonably likely to jeopardize safety or security. Also, please mark the submitted material in such a way to allow a reviewer to easily distinguish between the parts referenced below. (You may attach additional pages if needed) Note: Without substantial justification, the following information will not be considered a trade secret or confidential proprietary information:

· Any information submitted as part of a vendor’s cost response.

· Information submitted as part of a vendor’s technical response or statement of work that does not implicate safety and security, or pertain to specific business practices or product specification.

· Information submitted as part of a vendor’s technical or small diverse business and small business response that is otherwise publicly available or otherwise easily obtained.

· Information detailing the name, quantity, and price paid for any product or service being purchased by the Commonwealth.

Acknowledgment

The undersigned party hereby agrees that it has read and completed this form, and has marked the material being submitted in accordance with the instructions above. The undersigned party acknowledges that the Commonwealth is not liable for the use or disclosure of trade secret, confidential or proprietary information, or information that if disclosed would be reasonably likely to jeopardize the safety or security of an individual, infrastructure or information technology system, where that data or information has not been clearly marked as such, and which was not accompanied by a specific explanation included with this form.

The undersigned agrees to defend any action seeking release of the materials it believes to be trade secret, confidential or proprietary, or would be reasonably likely to result in a safety or security risk if disclosed. The undersigned also agrees to indemnify and hold harmless the Commonwealth, its agents and employees, from any judgments awarded against the Commonwealth in favor of the party requesting the materials, and any and all costs connected with that defense. This indemnification survives so long as the Commonwealth has possession of the submitted material, and will apply to all costs unless and until the undersigned provides a written statement or similar notice to the Commonwealth stating that it no longer wishes to exempt the submitted material from public disclosure.

The undersigned acknowledges that the Commonwealth is required to keep all records for at least as long as specified in its published records retention schedule.

The undersigned acknowledges that the Commonwealth reserves the right to reject the undersigned’s claim that the information is trade secret, confidential, proprietary or is reasonably likely to result in a safety or security risk if disclosed, if the Commonwealth determines that the undersigned has not met the burden of establishing that the information constitutes a trade secret, confidential, or is otherwise exempt. The undersigned also acknowledges that if only a certain part of the submitted material is found to constitute a trade secret, is confidential or proprietary, or is otherwise exempt, the remainder of the submitted material will become public; only the protected information will be removed and remain nonpublic.

If being submitted electronically, the undersigned agrees that the mark below is a valid electronic signature.

Signature Title Date

Bureau of Procurement | 1800 Herr Street, 2nd Floor | Harrisburg, PA 17103 | Phone: 717.783.0761 | www.dgs.pa.gov image1.jpg