27-Addendum 7.pdf

PDF 128 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 #7 to Request for Proposals RFP-2026-004 issued by the Milwaukee County Department of Administrative Services Procurement Division in Wisconsin for Basic Life Insurance and Optional Life Insurance Programs. The addendum, dated May 27, 2026, modifies the original RFP documents and must be considered by all respondents when preparing and submitting proposals. Milwaukee County is seeking qualified firms to provide insurance coverage and full administrative services for the County's Basic Life Insurance and Optional Life Insurance programs. The contract award will be for an initial three-year term with renewal options available. Willis Towers Watson Midwest, Inc. serves as Milwaukee County's Broker of Record for this procurement.

Addendum #7 addresses three key questions and answers relevant to the proposal evaluation process. The Milwaukee County Human Resources Department clarified that census data for retirees has been updated in the Row labels column to clearly identify retiree status. However, the County indicated it does not have the ability to segregate claim information by active employees versus retirees from the claim listing provided for BGL. Additionally, respondents are directed to refer to page 45 of Exhibit A—Benefit Plan Certificate and Certificate Rider for details regarding the current portability and conversion administration process. This addendum becomes part of the RFP, and all original RFP documents remain in full force and effect except as modified herein.

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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
24-Addendum 4.pdf PDF
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
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
18-Exhibit B - Milwaukee County Life Experience Reports.pdf PDF
11-Attachment 10 -Minimum Qualifications Acknowledgement.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 #7

May 27, 2026

Questions and Answers

1. Question: As it pertains to the new census for the Retirees:

Answer: The Milwaukee County Human Resources Department updated the report in the “Row labels” column to clearly identify the data for the Count of Status as “Retirees”.

2. Question: Additionally, in regard to the claim listing provided for BGL-Would you be able to advise which claims are associated with active employees, and which are for retirees? That information would be very helpful for our review.

Answer: The Milwaukee County Human Resources Department does not have this information.

3. Question: Please provide the details of your current portability/conversion administration process.

Answer: Please refer to page 45 of Exhibit A – Benefit Plan Certificate and Certificate Rider for these details.

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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