24-Addendum 4.pdf

PDF 92 KB Posted

Attached to
Basic Life Insurance and Optional Life Insurance Program
Solicitation number
RFP-2026-004
Issued by
Milwaukee County, Mattoon Village, Wisconsin

About this file

This is Addendum #4 to Request for Proposal 2026-004 issued by the Department of Administrative Services Procurement Division on behalf of Milwaukee County, Wisconsin, for Basic Life Insurance and Optional Life Insurance Programs. The addendum addresses three questions from potential respondents regarding required census and eligibility data. The County seeks qualified firms to provide insurance coverage and comprehensive administrative services for its Basic Life Insurance and Optional Life Insurance programs under an initial three-year contract term with renewal options. Willis Towers Watson Midwest, Inc. serves as the County's Broker of Record for this procurement.

The addendum clarifies that census files containing employee demographic information—including gender, date of birth, annual salary, class of insurance, resident state, tobacco status, and coverage amounts—will be provided only to companies that have executed a Confidentiality Information Agreement with Milwaukee County. The updated census files will be distributed via email and include new data points identified in column headers as "Opt Eff From" in the Active census Excel document and "State" and "Status" in the Retiree census Excel document. Additionally, a retiree census file with gender, date of birth, retirement dates, and life insurance coverage amounts will be made available to qualified respondents. Respondents must incorporate this addendum into their proposal submissions, and the original RFP documents remain in full force and effect except as modified by this addendum.

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Other files

File Type Posted
26-Addendum 6.pdf PDF
23-Addendum 3.pdf PDF
4-Attachment 7 - Respondent Information Sheet.pdf PDF
8-Attachment 5a - Milwaukee County Terms and Conditions.pdf PDF
20-Addendum 2.pdf PDF
9-Attachment 12 - Technical Proposal Questionnaire.xlsx XLSX spreadsheet
17-Exhibit A - Benefit Plan Certificate and Certificate Rider.pdf PDF
19-Pre-Proposal Conference-Basic Life Insurance and Optional Life Insurance Program.pdf PDF
13-Addendum 1.pdf PDF
14-Preproposal Meeting Registration Form -Basic Life Insurance and Optional Life Insurance Program RFP.xlsx XLSX spreadsheet
3-Attachment 4 - Sworn Statement of Respondent.pdf PDF
6-Attachment 9 - Certification re Debarment Suspension.pdf PDF
25-Addendum 5.pdf PDF
16-Exhibit B - Milwaukee County Life Experience Reports.pdf PDF
2-Attachment 2 - EEOC.pdf PDF
10-Attachment 11- Confidential Information Agreement.pdf PDF
18-Exhibit B - Milwaukee County Life Experience Reports.pdf PDF
11-Attachment 10 -Minimum Qualifications Acknowledgement.pdf PDF
27-Addendum 7.pdf PDF
21-Attachment A- Milwaukee County - Marketplace Detailed Life Claims Report.xlsx XLSX spreadsheet
12-1 Basic Life Insurance and Optional Life Insurance Program RFP-2026-004.pdf PDF
15-Exhibit A - Benefit Plan Certificate and Certificate Rider.pdf PDF
5-Attachment 8 - Conflict of Interest.pdf PDF
1-Attachment 1 - Proprietary Info Disclosure Form.pdf PDF
22-Attachment B - Milwaukee County - Lives history.xlsx XLSX spreadsheet
7-Attachment 5 - Exceptions.docx DOCX document
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Text version

Department of Administrative Services

Procurement Division

Basic Life Insurance and Optional Life Insurance Programs

RFP-2026-004

ADDENDUM #4

May 21, 2026

Questions and Answers

Question: 1. Please provide an Excel census file with the following information on each insured employee:

Gender, Date of Birth, Annual Salary, Class of insured, Resident state, Tabacco status (if applicable), Amounts of all Life and AD&D (if applicable) coverage. 2. Please provide a census or eligibility file from earlier in the experience period so we can better understand changes in enrollment and group demographics. 3.

Please provide a retiree census that includes gender, date of birth, dates of retirement, and amount of life insurance coverage for each retiree insured.

Answer: Companies that have an executed Confidentiality Information Agreement with Milwaukee County will receive the updated census files via email. The newly added data points are listed in the column headers as “Opt Eff From” in the Active census Excel document and “State” and “Status” in the Retiree census Excel document.

End of Addendum

The Request for Proposals (RFP) is modified as set forth in this Addendum. The original RFP documents remain in full force and effect, except as modified by this Addendum, which is hereby made part of the RFP. Respondents shall take this Addendum into consideration when preparing and submitting their Proposal.

NOTICE TO ALL POTENTIAL RESPONDENTS

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