19-Pre-Proposal Conference-Basic Life Insurance and Optional Life Insurance Program.pdf
PDF 2 MB Posted
- Solicitation number
- RFP-2026-004
- Issued by
- Milwaukee County, Mattoon Village, Wisconsin
About this file
This document is a pre-proposal conference presentation for Milwaukee County's Request for Proposal (RFP-2026-004) to procure Basic Life Insurance and Optional Life Insurance Program services, involving Milwaukee County's Procurement Division, Department of Human Resources, and Willis Towers Watson as the Broker of Record. The RFP seeks qualified firms to provide comprehensive insurance coverage and full administrative services for the County's life insurance programs, including basic life insurance for employees and retirees, optional employee-paid life insurance, spouse life insurance, and dependent child life insurance coverage. The programs require full account management, systems and reporting capabilities, claims administration and payment processing, and claims intake and communication services. A pre-proposal conference was held on May 12, 2026, at 10:30 AM Central Time. Questions must be submitted by May 15, 2026, at 5:00 PM CT, the Confidentiality Information Agreement must be submitted by May 19, 2026, at 5:00 PM CT, and formal proposals are due May 26, 2026, at 5:00 PM CT. The County intends to award a contract for an initial three-year term with renewal options available.
Respondents must meet minimum qualifications including financial strength ratings of AM Best A+, Moody's A3+, S&P A+, or Fitch A+; full licensure and good standing in Wisconsin; and experience with 10 or more clients covering over 5,000 lives in life and accidental death and dismemberment insurance, with at least two public-sector clients in the past two years. Required submissions include a Preliminary Evaluation Questionnaire (Template Q-29WY), Technical Proposal (Attachment 12), Price Proposal, Proprietary Information Disclosure Form with redacted proposal, EEOC Compliance Form, notarized Sworn Statement of Respondent, Exceptions Form, Respondent Information Form, Conflict of Interest Stipulation, and Certification Regarding Debarment and Suspension. Respondents must submit all materials through the Euna Procurement Portal (Bonfire), with technical support available at support@gobonfire.com. Sara Torres, Contract Manager at Milwaukee County Procurement Division, serves as the single point of contact for RFP communications at Sara.Torres@milwaukeecountywi.gov.
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RFP-2026-004
Basic Life Insurance and Optional Life Insurance Program
Pre-Proposal Conference
May 12, 2026
10:30AM Central Time
Agenda
• Introductions
❖ Procurement Division
❖ Department of Human Resources
❖ Willis Towers Watson (“WTW”)
• RFP Communication
• RFP Highlights
• Euna Procurement Portal (Bonfire)
• Due Dates
• Questions
Introduction & Roles
Milwaukee County Procurement Division:
Manages the Request for Proposal (RFP) process, ensuring it is conducted in a fair, transparent, and compliant manner.
Milwaukee County Department of Human Resources:
Contracts with the successful Respondent.
WTW:
Milwaukee County’s Broker of Record.
RFP Communication
Single point of contact:
Sara Torres, Contract Manager
Milwaukee County, Procurement Division
Sara.Torres@milwaukeecountywi.gov mailto:Sara.Torres@milwaukeecountywi.gov
The Procurement Process
Scope of Work Provide insurance coverage and full administrative services for the County’s
Basic Life Insurance and Optional Life Insurance programs.
Scope of Work cont.
Minimum Qualifications
Financial Strength: AM Best A-+, Moody’s A3+, S&P A-+, Fitch A-+.
Compliance: In good standing and fully licensed to operate in Wisconsin.
Experience: 10+ clients with over 5,000 lives for Life and AD&D; at least 2 public-sector clients in past 2 years.
Basic Life
• Employees:
Basic life = 1× salary (rounded to next $1K).
County covers first $25K ($20K for some employees);
employee pays remaining at $0.47 per $1K
• Retirees:
May continue the life insurance elected at retirement.
Optional Life - Employee-paid (after-tax)
Employee:
Choose 1–7× annual salary at group rates;
Coverage is in addition to basic life.
Spouse Life Insurance:
Elect in $10,000 increments up to $250,000.
Dependent Child Life Insurance:
Provides coverage for eligible dependent children.
Comprehensive administration of Milwaukee County’s life insurance program, including, but not limited to:
✓ Account Management
✓ Systems and Reporting
✓ Claims Administration and Payment
✓ Claims Intake and Communication Capabilities
Evaluation Criteria
Required Documents
• Preliminary Evaluation Questionnaire
(Template Q-29WY)
• Technical Proposal (Attachment 12)
• Price Proposal (Confidential Information Agreement)
• Other Documents o Proprietary Information Disclosure Form (Include a Redacted Proposal) o EEOC Compliance Form o Sworn Statement of Respondent (notarized) o Exceptions Form o Respondent Information Form o Conflict of Interest Stipulation o Certification Regarding Debarment and Suspension o Minimum Qualifications Acknowledgment
Preliminary Evaluation Questionnaire (Template Q-
29WY)
• Respondent Information and Acknowledgements
• Company Information
• Good Faith Certifications
• Contract Compliance
• References
• To avoid uploading issues, please do not modify the fields in the Excel spreadsheet.
Price Proposal
Details in RFP Section 6
• Attachment 10 –Minimum Qualifications Acknowledgement
• Wet signature or electronic signature
• Attachment 11 – Confidentiality Information Agreement
• Fill out pages 1 and 2
• RFP Administrator will upload Agreement in DocuSign for signatures
• After agreement fully executed, census data provided within two business days.
Euna Procurement Portal Registration
Messages
Submission
Euna Procurement Technical Support support@gobonfire.com mailto:support@gobonfire.com
Questions
Submit all technical and pricing questions in the Euna Procurement portal (Bonfire).
Due Dates
Questions:
May 15, 2026, 5:00PM CT
Submission of Confidentiality
Information Agreement:
May 19, 2026, 5:00PM CT
Proposal submission:
May 26, 2026, 5:00PM CT
Questions?
Thank You.
| Slide 1: RFP-2026-004 Basic Life Insurance and Optional Life Insurance Program Pre-Proposal Conference |
| Slide 2: Agenda |
| Slide 3: Introduction & Roles |
| Slide 4: RFP Communication |
| Slide 5: The Procurement Process |
| Slide 6 |
| Slide 7: Scope of Work cont. |
| Slide 8: Scope of Work cont. |
| Slide 9: Scope of Work cont. |
| Slide 10: Scope of Work cont. |
| Slide 11: Evaluation Criteria |
| Slide 12: Required Documents |
| Slide 13: Preliminary Evaluation Questionnaire (Template Q-29WY) |
| Slide 14 |
| Slide 15 |
| Slide 16: Price Proposal |
| Slide 17 |
| Slide 18 |
| Slide 19 |
| Slide 20 |
| Slide 21 |
| Slide 22: Euna Procurement Portal Registration |
| Slide 23 |
| Slide 24 |
| Slide 25 |
| Slide 26 |
| Slide 27: Messages |
| Slide 28: Submission |
| Slide 29: Euna Procurement Technical Support |
| Slide 30: Questions |
| Slide 31: Due Dates |
| Slide 32: Questions? |
| Slide 33: Thank You. |
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