Project Information

Bid Title

Ohio University - Third-Party Administrator (TPA) and Benefits Administration Services

Issuing Agency

Miami University

Location

Ohio

Published Date

Aug 19, 2026

Closing Date

Sep 8, 2026

Government Level

State & Local

Status

Closed

Ref. #

0820262456

Original Source

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Bid Inquiries

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Bid Documents

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Project 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.

Contact Information

Name	Janet Schramm, Senior Commodity Manager
Address	1 Ohio University Athens, OH 45701 USA
Phone
Fax
Email	schrammj@ohio.edu

Bid Documents

Document name	Format
Bid Invitation (please login to view this document)	Acrobat / PDF	BINVAVL	9589766

Bid Attachments

File Name	Description	File Size
11 items in 1 pages
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

Commodity Codes

• NAICS 524292Third Party Administration of Insurance and Pension Funds
• NAICS 541611Administrative Management and General Management Consulting Services

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