Pre-Bid Summary_Attendance 02.06.2026.pdf
PDF 337 KB Posted
- Attached to
- Third-Party Administrator Services for Flexible Spending Accounts - Healthcare and Dependent Daycare
- Solicitation number
- BPM054797
- Issued by
- Maryland
About this file
This is a Pre-Bid Summary and Attendee List for a virtual pre-proposal conference conducted by the State of Maryland's Department of Budget and Management (DBM), Office of Personnel Services and Benefits (DBM OPSB), regarding a Request for Proposals for Third-Party Administrator Services for Flexible Spending Accounts. The solicitation (F10B66000006/BPM054797) seeks to acquire Third-Party Administrator (TPA) services for the State of Maryland's Healthcare Flexible Spending Account (HCFSA) and Dependent Daycare Flexible Spending Account (DCFSA) programs for eligible and enrolled participants. The virtual pre-proposal conference was held on February 5, 2026, at 10:00 AM and was attended by six State representatives and representatives from nine companies, including P & A Administration Services, Inc., Metropolitan Life Insurance Company, Inspira Financial Health, Inc., Total Administrative Services (TASC), S & O Strategies Unlimited LLC, and Dana Insurance Services. During the conference, State personnel reviewed key RFP sections including minimum qualifications, proposal submission instructions via eMMA, contractor requirements, standard terms and conditions, the evaluation and selection process, and Minority Business Enterprise (MBE) and Veteran-Owned Small Business Enterprise (VSBE) participation requirements and goals. Attendees were instructed that all questions must be submitted in writing to the Procurement Officer for official written responses and that only formal amendments can modify RFP requirements.
The conference materials emphasized the importance of compliance with all proposal submission requirements and the submission deadline established in the RFP. Minority Business Enterprise and Veteran-Owned Small Business Enterprise requirements, including required forms and participation goals, were reviewed by the DBM MBE/VSBE/SBR Liaison. The attendance list included representatives from multiple established third-party administrator and benefits administration companies, indicating active competition for the contract. No specific pricing terms, award dates, contract term, renewal options, or funding amounts were detailed in this pre-bid summary document.
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Other files
| File | Type | Posted |
|---|---|---|
| FSA - Exhibit_5 - Updated.docx | DOCX document | |
| AMENDMENT 2.pdf | ||
| Third Party Administrator for FSA RFP - Updated.pdf | ||
| FSA_-_Exhibit_5_-_Updated_v2.docx | DOCX document | |
| Attachment-2.-Pre-Proposal-Conference-Response-Form-v2.pdf | ||
| AMENDMENT 3.pdf | ||
| Questions & Answers #1.pdf | ||
| Attachment-M.-List-of-Current-or-Prior-State-Contracts.pdf | ||
| Attachment Q - Labor Resume Form.docx | DOCX document | |
| Attachment B - FSA Financial Proposal.xlsx | XLSX spreadsheet | |
| AMENDMENT 4.pdf | ||
| AMENDMENT 1.pdf | ||
| Attachment-N.-Legal-Action-Summary.pdf | ||
| Attachment P. Prime Contractor List of ALL Subcontractors.v2.2026.xlsx | XLSX spreadsheet | |
| AMENDMENT 5.pdf |
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Text version
45 Calvert Street • Annapolis, MD 21401-1907
Tel: 410-260-7041 • Fax: 410-974-2585 • Toll Free: 1-800-705-3493 • TTY Users: Call via Maryland Relay http://dbm.maryland.gov
WES MOORE
Governor
ARUNA MILLER
Lieutenant Governor
YAAKOV “JAKE” WEISSMANN
Secretary
MARC L. NICOLE
Deputy Secretary
Summary and Attendee List for Virtual Pre-Proposal Conference
Held on February 5, 2026 – 10:00 AM
Request for Proposals For
Department of Budget and Management, Office of Personnel Services and Benefits
(DBM OPSB)
Third-Party Administrator Services for Flexible Spending Accounts – Healthcare and Dependent Daycare
Solicitation Number: F10B66000006/BPM054797
Ladies/Gentlemen:
The State of Maryland, Department of Budget and Management (DBM), Office of Personnel Services and Benefits (DBM OPSB), conducted a virtual Pre-Proposal conference on February 5, 2026, at 10:00 A.M. An attendee list is also being distributed along with this summary.
Attending on behalf of the State were: Christina Kuminski, Director, DBM Employee Benefits Division; Marcy Hersl, Director, DBM OPSB Contract Management Division; Charlotte Bech, DBM OPSB Contract Administrator Contract Management Division; Emily Novak, DBM Employee Benefits Division; Beth McCoy, Deputy Chief of Staff/MBE Liaison; and Donshane Turner, DBM Procurement Officer.
This document summarizes the Pre-Proposal Conference. The Procurement Officer convened the conference at approximately 10:04 a.m. and recognized the State personnel present as identified above.
The Procurement Officer then provided general information and instructions regarding the overall purpose and intent of the virtual Pre-Proposal Conference and how the meeting would proceed.
The Procurement Officer reviewed the following sections of the RFP:
• Section 1 – Minimum Qualifications;
• Section 4 – Proposal Submission Information and Instructions (reviewed eMMA instructions; topics related to proposal closing date and questions; acceptance of terms and conditions; verification of registration and tax payment; attachments and documents required with proposal; stating the importance of ensuring all proposal packages are submitted via eMMA and in the final round of the solicitation);
http://dbm.maryland.gov/
RFP No. F10B6600006/BPM054797
February 5, 2026
• Section 5 – RFP Attachments and Appendices (explained the forms and affidavits applicable to the RFP)
• Section 6 – Evaluation and Selection Process overview
• Section 7 – RFP Appendices and Exhibits
Charlotte Bech, Contract Administrator, Contract Administration Division, reviewed the following requirements of the RFP:
• Section 2 – Contractor Requirements: Scope of Work
• Section 3 – Standard Terms and Conditions
• Attachment B – Financial Proposal Form
Beth McCoy, MBE/VSBE/SBR Liaison, DBM, reviewed the Minority Business Enterprise (MBE) and Veteran-Owned Small Business Enterprise (VSBE) requirements, including required forms and participation goals.
The Procurement Officer opened the floor to questions with the caveat that questions should be submitted formally in writing to the attention of the Procurement Officer via email for an official written response.
The attendees were reminded that responses to questions and other general discussions do not change the provision of the RFP and that only a formal Amendment can change RFP requirements. Response given at the conference were intended to aid in understanding the State’s requirements. The conference was adjourned at 10:47A.M.
Date Issued: February 6, 2026
Sincerely, /s/ Donshane Turner
Donshane Turner Procurement Officer
RFP No. F10B6600006/BPM054797
February 5, 2026
Attachment 1:
Virtual Pre-Proposal Conference Attendance List
Company Name
Contact Name E-mail
P & A Administration Services, Inc.
Steve Brostko brostkos@padmin.com
P & A Administration Services, Inc.
Jennifer Nolan nolanj@padmin.com
P & A Administration Services, Inc.
Juli Musielak musielakj@padmin.com
S & O Strategies Unlimited, LLC
Patrick Obrist patrick.obrist@sosunlimited.com
S & O Strategies Unlimited, LLC
Leroy Sinkfield leroysinkfield@sosunlimited.com
Metropolitan Life Insurance Company
Peter Bandareko peter.j.bandareko@metlife.com
Metropolitan Life Insurance Company
Ryan Maurer rmaurer@metlife.com
Metropolitan Life Insurance Company
Jamie Showalter Jamie.showalter@metlife.com
Metropolitan Life Insurance Company
Christie Lucchesi clucchesi@metlife.com
Dana Insurance Servies dba Workperx
Maria Randle maria@myworkperx.com
Inspira Financial Health, Inc. John Sellers john.sellers@inspirafinancial.com
Inspira Financial Health, Inc. Michele Dubois michele.dubois@inspirafinancial.com
Inspira Financial Health, Inc. Elisa Ottone elisa.ottone@inspirafinancial.com
Total Administrative Services
- TASC
Derrick Daniel Derrick.daniel@tasconline.com
Total Administrative Services
- TASC
Melissa Muryphy- Pytleski
Melissa.murphy-pytleski@tasconline.com
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