OMES_CP011_-_Amendment_2.docx

Central Purchasing

AMENDMENT OF SOLICITATION

GENERAL INFORMATION

Pursuant to OAC 260:115-7-30(d), this document shall serve as official notice of amendment to the solicitation identified above. Such notice is being provided to all suppliers to which the original solicitation was sent.

Suppliers submitting bids or quotations shall acknowledge receipt of this solicitation amendment prior to the hour and date specified in the solicitation by doing one of the following:

1. Sign and return a copy of this amendment with the solicitation response being submitted.

2. If the supplier has already submitted a response, this acknowledgement must be signed and returned before the solicitation deadline. All amendment acknowledgements submitted separately shall have the solicitation number and bid opening date printed clearly in the subject line of the email.

Return to:

Contracting officer Samantha Fox Phone 405-522-6266 Email Samantha.fox@omes.ok.gov

DESCRIPTION OF AMENDMENT

a. This is to incorporate the following:

On behalf of the State of Oklahoma, OMES gives notice of:

The following questions concerning this solicitation were received during the Q&A period, which closed on 07/07/2026. All questions and responses are detailed as follows:

1. Could you please confirm the effective date for this HSA RFP? For example, is the anticipated effective date 01/01/2027 or 01/01/2028? 1/1/2027

2. Who is the current administrator, custodian, investment provider, and subcontractor ecosystem? American Fidelity

3. What is the current total AUM, broken out by cash and invested balances? EGID cannot provide this information, vendor holds this information.

4.What is the current HSA participant count by funded, contributing, and invested accounts? EGID cannot provide this information, vendor holds this information.

5. What is the complete compensation model? There is no compensation model.

6. If fees are waived, who funds the program? The current vendor funds the program.

7. Is the HSA arrangement bundled with or subsidized by another HealthChoice vendor agreement? No.

8. Is participation mandatory or voluntary for employers and HDHP participants? Participation is voluntary for participants and State of Oklahoma is the ONLY participating employer.

9. How many of the 900+ employer groups actually participate in the HDHP and HSA program? State employees only through OMES state payroll.

10. What must transition if a successor contractor is selected? The contributions received through payroll deductions.

11. What systems and integrations support eligibility, payroll, contribution, funding, and reconciliation? Workday

12. Are their employer contributions as well as employee contributions? If so what are the employer contribution amounts? There are only employee contributions.

13. Have all renewal terms been leveraged with the incumbent? Yes

14. What are areas for enhancement with the existing experience? No Comment.

15. Can a breakout of the 900 entities and their associated benefit eligible counts be provided? N/A

16. How many groups have under 200 benefit eligible lives? N/A

17. How long has the HSA been offered/managed under the EGID? It’s been offered 20+ years.

18. How many HSA participants are there across all 900 groups? N/A.

19. Can a break out of the participants associated with each entity be provided? N/A.

20. Is there an employer contribution towards the HSA? If it varies by group, please provide detail regarding how many groups provide a contribution. There is no provider contribution.

21. What are the overall assets under management? Or, please provide a breakout of the HSA AUM by entity. This is an important factor when determining the financial offer. The agency is not able to provide this information.

22. What assets are held in cash? The agency is not able to provide this information.

23. What assets are held in investments? The agency is not able to provide this information.

24. Has the State switched their preferred HSA partner in the past? If so, how long ago? This question is outside the scope of this RFP, and the agency is unable to provide an answer.

25. Does the State and/or each group collect email addresses, whether work or personal? Yes

26. Can more context be provided regarding Open Enrollment initiatives including whether virtual support accompanied by electronic resources is generally leaned up, or how often the incumbent is supporting in-person OE events. Historical details including major locations, number of sessions, and dates, would be helpful as we prepare an offer. Option period is an annual event beginning the first of September concluding early December. Employer onsite meetings are available upon request as well as in-person Benefit Fairs and virtual meetings. Support from individual suppliers is encouraged and welcomed.

27. Are their claims exchange files established between the HSA incumbent and the medical carriers for the automatic flow of claim data into the HSA? No.

28. Are there any SSO integrations associated with the HSA experience (to the ben admin platform, carriers, etc)? No.

29. Can you confirm not all 900 entities must utilized the selected HSA partner? No.

30. If the above is true, how many of the 900 entities utilize the existing HSA partner, or, provide context regarding what the fair assumption could be for number of employer groups who will. State employees only through OMES state payroll.

31. How does the State approach new groups joining and being offered the option to opt into these services? Is there a State sales rep the vendor would expect to partner with to message to the employer groups? It’s voluntary and offered during option period for state employees on the HDHP plan. There are no sales reps.

32. Is invoicing and funding done on a group by group basis or at the State level? State level

33. How does communication support occur today to the different groups? Communication occurs through open enrollment guides and via the OMES and EGID website.

34. Does each individual group of the 900 have an Account Executive at the incumbent they can reach out to for support? N/A.

35. Would enrollments occur on the Workday platform? Or, please share further details regarding the enrollment experience, both for the HSA and other benefits in general, if the experiences differ. Enrollment would occur through Workday. The benefits available are listed within Workday and eligible employees can select benefits during option period or enrollment. If they choose the HDHP plan, there is an option to also enroll in the participating HSA supplier and choose their desired payroll deduction amount.

36. Is one enrollment/demographic file sent for all participating entities? Yes, there is a weekly payroll deduction file that includes active and termed enrollments.

37. Are their any dominant payroll partners the groups utilize (preferred payroll partners at the State level, etc)? WorkDay.

38. Is there a centralized HR team that oversees the partnership with the HSA administrator, or does the engagement occur at the employer group level. Yes, there is a centralized HR team.

39. Would contracting be directly with EGID, or individually with the 900 employer groups? It’s with the State of Oklahoma.

40. Is there a Master agreement? There is no master agreement.

41. What is the redlining experience, if there is a not a single master agreement? Please refer to Section 7.5 and 7.6 of the Agency Bidder Instructions.

42. Is EGID looking to simply replace the current TPA with a new TPA? Or is EGID looking to bring the administration and members servicing of the HSA “in-house” and simply leverage a new vendor's technology? No.

43. Are performance guarantees currently in place? If so, are they client by client or a standard set of PGs at the State level that apply to all employer groups? This question is outside the scope of this RFP, and the agency is unable to provide an answer.

44. Please provide clarity on whether back office offshore services would be acceptable (claim adjudication, operational process activities, fraud management), while the customer service experience is onshore. No offshore services are provided under the contract.

45. If a SOC report is expected to be submitted with our proposal, is the State willing to execute a NDA? How should we go about initiating if so? Please refer to Attachment B, paragraph 3.3.

46. When is the State's FSA expected to be marketed again? EGID will only answer questions regarding the current RFP.

47. Can you please provide: No, the agency is not able to provide this information.

o Number of existing HSA Accounts o Overall HSA Assets Under Administration o Average Cash Balance o Number of HSA Investors

48. Does State of Oklahoma provide an employer contribution? If so, can you please provide the amount and frequency? No.

49. In Attachment A, there is a reference to 900 locations but it appears that EGID is consolidating enrollment and financial information for the locations and passing them to the current provider. Is that accurate? Are there concerns with this approach and/or what are you looking to improve in the transfer of data? N/A.

50. What current challenges does the EGID experience with the current administration processes? What challenges are HSA members experiencing? The agency has no additional information to share regarding challenges outside what is listed in the RFP documents.

51. What goals are you seeking as part of this HSA administration search? The agency has no additional goals outside what is listed within the RFP documents.

52. Please provide the effective date of this contract. 1/1/2027

b. All other terms and conditions remain unchanged.

SIGNATURES

Supplier company name Date

Authorized representative name Authorized representative signature

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