Health Benefits TPA - Step 1

Project Information

Bid Title: Health Benefits TPA - Step 1
Issuing Agency: City of Plano
Location: Texas
Published Date: Aug 13, 2026
Closing Date: Oct 5, 2026
Government Level: State & Local
Status: Closed
Ref. #: 2026-0545-AC
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Project Description: Bid Information

Type Request for Proposal

Status Issued

Number 2026-0545-AC (Health Benefits TPA - Step 1)

Issue Date & Time 8/13/2026 12:00:01 PM (CT)

Close Date & Time 10/5/2026 02:00:00 PM (CT)

Question Cut Off Date 8/27/2026 12:00:00 PM (CT)

Notes
The City of Plano is soliciting responses from qualified organizations to provide comprehensive healthcare administration and strategic healthcare partnership services for the City’s self-funded employee health plan.

NON-MANDATORY Pre-Bid Meeting IS SCHEDULED on August 24, 2026 via TEAMS at 10:00 am CDT.

Questions must be submitted electronically through IonWave at planotx.ionwave.net. No questions will be answered over the phone or through email.

The preferred method for proposal submission is electronically through IonWave. If you choose to submit your bid/proposal in person, Procurement personnel will be available Mondays and Wednesdays between the hours of 10 a.m. and 2 p.m. The person delivering the bid/proposal must call (972) 941-7557 upon arrival during those hours and wait in the lobby for someone to meet them to receive their bid/proposal. Responses delivered in person are to be delivered in a sealed envelope to the Procurement Division at:

City of Plano Procurement Division

1520 K Avenue

Plano, TX 75074

Ph: (972) 941-7557

All responses are due prior to the published closing date and time. No late responses will be accepted.

Bids/Proposals will be opened, and the names of offerors read, on Tuesday October 6, 2026, at 2:00 PM CT) . The reading will take place at City Hall . Tabulations for these solicitations should be available on Ionwave within 48 hours of the opening. In some cases, they may be available earlier. We ask that you limit exposure by viewing tabulations electronically through IonWave, rather than attending at City Hall.

Time Critical Bid/Proposal Deliveries: The City of Plano cannot guarantee, due to internal procedures, that any bids/proposals sent via US mail will be picked up and delivered by the closing date and time. It is recommended that critical bid/proposal deliveries be made either electronically through IonWave or in person as described above. It is further recommended that users review all electronic response attachments to ensure the uploaded files are able to be downloaded and viewed. Instructions for this, if needed, can be found in the Supplier Bid Response Quick Tutorial online in Ionwave or by calling Ionwave Support at 844-226-3862. Responses or parts of a response whether hardcopy or electronic that cannot be viewed may deem your submittal as non-responsive. In addition, the City reserves the right to request clarification in such cases.

Contact Information

Name Vernie Rambo

Address 1520 K Avenue
Plano, TX 75074 USA

Phone

Fax

Email vernier@plano.gov

Bid Documents

Document name Format

Bid Invitation (please login to view this document) Acrobat / PDF BINVAVL 9548153

Bid Attachments

File Name Description File Size

General Terms and Conditions 3.16.2026.pdf (please login to view this document) General Terms and Conditions 194 KB 352679 7336490

RFP 2026-0545 Statement of Objectives - FINAL 8.4.26.pdf (please login to view this document) Statement of Objectives 221 KB 352679 7582858

Medical RFP Exhibits (1).zip (please login to view this document) Exhibits 1-20 12.78 MB 352679 7574454

Rx RFP Exhibits.zip (please login to view this document) Exhibits 21-43 22.10 MB 352679 7574473

SAMPLE Business Associate Agreement (eff. 2.12.2026).docx (please login to view this document) Sample Business Associate Agreement 38 KB 352679 7573904

Benefits Third Party Administration Services.pdf (please login to view this document) Insurance Requirements 506 KB 352679 7552918

CIQ - Conflict of Interest Questionaire.pdf (please login to view this document) Conflict of Interest Questionnaire 101 KB 352679 2695001

Vendor Supplemental Information (Updated 9.13.24).pdf (please login to view this document) Vendor Supplemental Information 196 KB 352679 6228455
Commodity Codes: NAICS 541611Administrative Management and General Management Consulting Services

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Type	Request for Proposal
Status	Issued
Number	2026-0545-AC (Health Benefits TPA - Step 1)
Issue Date & Time	8/13/2026 12:00:01 PM (CT)
Close Date & Time	10/5/2026 02:00:00 PM (CT)
Question Cut Off Date	8/27/2026 12:00:00 PM (CT)
Notes	The City of Plano is soliciting responses from qualified organizations to provide comprehensive healthcare administration and strategic healthcare partnership services for the City’s self-funded employee health plan. NON-MANDATORY Pre-Bid Meeting IS SCHEDULED on August 24, 2026 via TEAMS at 10:00 am CDT. Questions must be submitted electronically through IonWave at planotx.ionwave.net. No questions will be answered over the phone or through email. The preferred method for proposal submission is electronically through IonWave. If you choose to submit your bid/proposal in person, Procurement personnel will be available Mondays and Wednesdays between the hours of 10 a.m. and 2 p.m. The person delivering the bid/proposal must call (972) 941-7557 upon arrival during those hours and wait in the lobby for someone to meet them to receive their bid/proposal. Responses delivered in person are to be delivered in a sealed envelope to the Procurement Division at: City of Plano Procurement Division 1520 K Avenue Plano, TX 75074 Ph: (972) 941-7557 All responses are due prior to the published closing date and time. No late responses will be accepted. Bids/Proposals will be opened, and the names of offerors read, on Tuesday October 6, 2026, at 2:00 PM CT) . The reading will take place at City Hall . Tabulations for these solicitations should be available on Ionwave within 48 hours of the opening. In some cases, they may be available earlier. We ask that you limit exposure by viewing tabulations electronically through IonWave, rather than attending at City Hall. Time Critical Bid/Proposal Deliveries: The City of Plano cannot guarantee, due to internal procedures, that any bids/proposals sent via US mail will be picked up and delivered by the closing date and time. It is recommended that critical bid/proposal deliveries be made either electronically through IonWave or in person as described above. It is further recommended that users review all electronic response attachments to ensure the uploaded files are able to be downloaded and viewed. Instructions for this, if needed, can be found in the Supplier Bid Response Quick Tutorial online in Ionwave or by calling Ionwave Support at 844-226-3862. Responses or parts of a response whether hardcopy or electronic that cannot be viewed may deem your submittal as non-responsive. In addition, the City reserves the right to request clarification in such cases.

Name	Vernie Rambo
Address	1520 K Avenue Plano, TX 75074 USA
Phone
Fax
Email	vernier@plano.gov

Health Benefits TPA - Step 1

Project Information

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