Ohio University - Third-Party Administrator (TPA) and Benefits Administration Services
| Agency: | Miami University |
|---|---|
| State: | Ohio |
| Type of Government: | State & Local |
| NAICS Category: |
|
| Posted Date: | Aug 19, 2026 |
| Due Date: | Sep 8, 2026 |
| Solicitation No: | 0820262456 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
Description
Bid Information
| Type | RFP-OU |
| Status | Issued |
| Number | 0820262456 (Ohio University - Third-Party Administrator (TPA) and Benefits Administration Services) |
| Issue Date & Time | 8/19/2026 08:50:13 AM (ET) |
| Close Date & Time | 9/8/2026 03:00:00 PM (ET) |
| Question Cut Off Date | 8/26/2026 03:00:00 PM (ET) |
| Notes |
Ohio University is seeking proposals for Third-Party Administrator (TPA) and Benefits Administration Services. All proposals shall be submitted through our eSourcing platform. Please visit https://www.ohio.edu/finance/purchasing/supplier-information, RFP Opportunities section, for additional information on accessing the platform.
PLEASE NOTE: This competitive bid event/request for proposals (CBE/RFP) is for Ohio University only. Ohio University does not collaborate on awards with Miami University. The Ionwave platform (e-Sourcing) license is shared between the two universities. |
| Name | Janet Schramm, Senior Commodity Manager |
| Address |
1 Ohio University
Athens, OH 45701 USA |
| Phone | |
| Fax | |
| schrammj@ohio.edu |
Bid Documents
Bid Attachments
| File Name | Description | File Size | ||
|
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| Ohio University FSA QUESTIONNAIRE.docx (please login to view this document) |
Ohio University FSA Questionnaire.
Requests information regarding the administration of Flexible Spending Accounts (FSA), Dependent Care Flexible Spending Accounts (DCFSA), and Limited Purpose Flexible Spending Accounts (LPFSA), including participant services, claims processing, debit card functionality, technology, compliance support, reporting, and implementation services. If submitting a proposal for FSA administration services, respondents must complete the Attachment in its entirety and include the completed questionnaire within the Response Documents submitted with their proposal. |
36 KB | 353988 | 7583697 |
| Ohio University HSA QUESTIONNAIRE.docx (please login to view this document) |
Ohio University HSA Questionnaire
Requests information regarding Health Savings Account (HSA) administration services, including account management, investment options, participant education and support, payroll integration, technology, reporting capabilities, implementation services, and associated fees. If submitting a proposal for HSA administration services, respondents must complete the Attachment in its entirety and include the completed questionnaire within the Response Documents submitted with their proposal. |
36 KB | 353988 | 7583971 |
| Ohio University TPA CARRIER QUESTIONNAIRE.docx (please login to view this document) |
Ohio University TPA Carrier Questionnaire
Requests detailed information regarding the respondent's Administrative Services (ASO) medical and related administration capabilities, including claims administration, provider networks, clinical management programs, member services, reporting, technology, implementation, performance guarantees, and overall account management approach. If submitting a proposal for Medical ASO administration services, respondents must complete the Attachment in its entirety and include the completed questionnaire within the Response Documents submitted with their proposal. |
49 KB | 353988 | 7583701 |
| Ohio University DENTAL QUESTIONNAIRE.docx (please login to view this document) |
Ohio University Dental Questionnaire
Requests detailed information regarding the respondent's dental administration capabilities, provider network, plan administration services, member support resources, reporting capabilities, alternative plan design options, implementation approach, and performance guarantees. If submitting a proposal for Dental ASO administration services, respondents must complete the Attachment in its entirety and include the completed questionnaire within the Response Documents submitted with their proposal. |
70 KB | 353988 | 7583743 |
| v3 2026.HR.TPA.RFP.DUA_Ohio University.docx (please login to view this document) |
Data Use Agreement (DUA) for Disclosure of Limited Data Sets
Certain data files associated with this solicitation contain confidential and/or restricted information and therefore are not posted within the sourcing event. Access to these data files will be provided only to qualified suppliers that have formally indicated their intent to bid and have executed a Data Use Agreement (DUA).
To request access, please email completed DUA to:
Janet Schramm, Senior Commodity Manager schrammj@ohio.edu
Upon verification of supplier eligibility and receipt of a fully executed DUA, a secure link to the data files will be provided. By requesting access to and receiving the data, the supplier agrees to use the information solely for the purpose of preparing a response to this solicitation and to comply with all terms and conditions of the Data Use Agreement. The information may not be disclosed, distributed, copied, or shared with any third party without prior written authorization from Ohio University.
|
38 KB | 353988 | 7599332 |
| OU RFP_ASO_Pricing_Model.xlsx (please login to view this document) | FEE WORKBOOK | 94 KB | 353988 | 7601304 |
| CURRENT MEDICAL PLANS Portfolio.pdf (please login to view this document) | CURRENT MEDICAL PLANS Portfolio | 8.12 MB | 353988 | 7600088 |
| DENTAL Portfolio.pdf (please login to view this document) | DENTAL Portfolio | 1.75 MB | 353988 | 7600091 |
| OU 2027 Plan Design_ Option 1.pdf (please login to view this document) | OU 2027 Plan Design_ Option 1 | 100 KB | 353988 | 7600099 |
| Account Admin and COBRA Data Request.pdf (please login to view this document) | Account Admin and COBRA Data Request | 63 KB | 353988 | 7600101 |
| OU Side Letter_2026.pdf (please login to view this document) | OHIO UNIVERSITY SIDE LETTER AGREEMENT. For reference purposes only - this is a copy of the example agreement that will be signed by the awarded Supplier. Any exceptions to this agreement must be provided in the respondent's proposal submission. Changes to the indemnification clause may result in non-award as this section is particularly mandated by the Ohio Revised Code. | 108 KB | 353988 | 7600147 |
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