Project Information

Bid Title

RFP for HSA/FSA Vendor

Issuing Agency

Washington County

Location

Minnesota

Published Date

Feb 25, 2026

Closing Date

Mar 18, 2026

Government Level

State & Local

Status

Closed

Original Source

Join to Access Full Details

Bid Inquiries

Join to Access Full Details

Bid Documents

Join to Access Full Details

Project Description

Bid Title:	RFP for HSA/FSA Vendor
Category:	Washington County Human Resources
Status:	Open

Description: The purpose of this Request for Proposals (RFP) is for Washington County to secure administration services for the County’s employer sponsored Health Savings Account (HSA), Limited Scope Health Savings Account (LSHSA), and Flexible Spending Account (FSA) according to the in-force Cafeteria Plan Document and Summary Plan Description. Publication Date/Time: 2/25/2026 12:00 AM Closing Date/Time: 3/18/2026 4:00 PM Contact Person: Karyn Maki Karyn.maki@nfp.com Shari Meyer shari.meyer@nfp.com Related Documents: RFP for HSA-FSA Vendor (PDF)

Attachment Preview

Request for Proposals (RFP) for

HSA/FSA Vendor

RFP release date: February 25, 2026

Submission due date: March 18, 2026

Government Center | 14949 62nd Street North | P. O. Box 6 | Stillwater, MN 55082-0006

P: 651-430-6001 | F: 651-430-6017 | TTY: 651-430-6246

www.washingtoncountymn.gov

Washington County is an equal opportunity organization and employer

Table of Contents

1. Introduction ...................................................................................................................................................... 3

1.1. Background Information .......................................................................................................................... 3

1.2. County Authorized Representative .......................................................................................................... 3

1.3. Schedule ................................................................................................................................................... 3

2. Scope of Services............................................................................................................................................... 4

2.1. Mandatory Services.................................................................................................................................. 4

3. Proposal Content............................................................................................................................................... 4

3.1. Cover Letter .............................................................................................................................................. 4

3.2. Qualifications and Experience .................................................................................................................. 4

3.3. Fee Schedule............................................................................................................................................. 4

3.4. References ................................................................................................................................................ 4

3.5. Appendix A – Recent Account Information .............................................................................................. 5

3.6. Appendix B – County’s Standard Terms and Conditions .......................................................................... 5

3.7. Conflict of Interest.................................................................................................................................... 5

4. Proposal Submittal ............................................................................................................................................ 5

5. Proposal Evaluation and Selection.................................................................................................................... 5

5.1. Evaluation Committee.............................................................................................................................. 6

5.2. Evaluation Criteria .................................................................................................................................... 6

5.3. Interview/Presentation ............................................................................................................................ 6

5.4. Final Selection........................................................................................................................................... 6

5.5. Conditions of this RFP............................................................................................................................... 6

6. Proposal Questions ........................................................................................................................................... 7

Page |2

HSA/FSA Vendor

1. Introduction

The purpose of this Request for Proposals (RFP) is for Washington County to secure administration services

for the County’s employer sponsored Health Savings Account (HSA), Limited Scope Health Savings Account

(LSHSA), and Flexible Spending Account (FSA) according to the in-force Cafeteria Plan Document and

Summary Plan Description. The County is seeking a five-year contract. These services will go through the

RFP solicitation process every five (5) years at minimum.

1.1. Background Information

Washington County, Minnesota is the fifth most populous county in Minnesota with a diverse population,

including longtime residents, young professionals and families, and new immigrant communities. Over the

last 20 years, Washington County has experienced rapid growth from a rural, farming community to an

expanding urban area.  

The County was established in 1849 and has the powers, duties, and privileges granted counties by state

law, codified in Minn. Stat. § 373. The County serves an area of 423 square miles, with an estimated

population of 262,748. The County’s fiscal year begins on January 1 and ends on December 31. The County is

governed by a five-member County Board of Commissioners representing separate districts. In addition, the

Offices of County Attorney and Sheriff are elected on a countywide basis.

The County offers a full range of services including property tax administration, law enforcement and

corrections, public works, parks, solid waste management, library, community health, county extension,

human resources, courts, and general administration. The County employs approximately 1,400 employees.

1.2. County Authorized Representative

The County Authorized Representative for this RFP is:

Karrie Sagness

Karrie.Sagness@washingtoncountymn.gov

1.3. Schedule

Washington County anticipates the following schedule:

Schedule

RFP Release Date

Questions Due

Addendum Release Date

Proposals Due

Notification of Award

Commencement Date

Completion Date

Due Date

February 25, 2026

March 4, 2026

March 10, 2026

March 18, 2026

May 1, 2026

January 1, 2027

December 31, 2031

Page |3

HSA/FSA Vendor

2. Scope of Services

The successful Contractor will have the ability to perform all the functions below. Contractors who cannot

provide the full range of requested services may submit a proposal, but must clearly note any services listed

in this request which would not be provided. Contractors are also encouraged to highlight any services for

which they possess particularly notable qualifications.

2.1. Mandatory Services

The successful Contractor will have the ability to perform all the functions under mandatory

services. Mandatory services include:

 FSA (both medical reimbursement account and dependent care account) administration.

 HSA administration, including Limited Scope HSA (LSHSA).

 Provide seamless administration for employees coordinating reimbursements from the FSA, HSA and

LSHSA.

 Administer plans according to in-force cafeteria plan document.

 Update plan documents as needed with plan amendments and legislative changes.

 Offer a user-friendly employee portal that provides employees access to all functions of managing their

accounts, including checking balances, making changes to personal account information, requesting

reimbursements and checking the status of reimbursements.

 Provide an employer friendly portal that allows employers access to reporting and administration of the

plans.

 A dedicated account team for the County to communicate with on matters regarding the plan

administration and participant accounts that offers no more than one business day

responses/acknowledgement of the communication from the County.

3. Proposal Content

The following will be considered minimum contents of the proposal and must be submitted:

3.1. Cover Letter

Introduce the Contractor submitting the proposal and state the Contractor’s understanding of the services.

Include name, address, telephone number, and email address of the contact person(s), as well as the names

of any others participating in the proposal.

3.2. Qualifications and Experience

Provide demonstrated qualifications and experience that proves the ability to perform the services and

meet the requirements of this RFP. Include the names of the account team and tenure with your

organization, and a sample reporting package.

3.3. Fee Schedule

Provide all costs associated with the proposed contract for services in a complete and understandable form.

3.4. References

Provide three references for organizations currently utilizing your services that are similar in size and with

similar needs as Washington County. Include agency name, contact name, email address, phone number,

and a brief description of the services you provide.

Page |4

HSA/FSA Vendor

3.5. Appendix A – Recent Account Information

Appendix A provides the most recent account information for the FSA and HAS from the in-force

administrator, HealthEquity.

3.6. Appendix B – County’s Standard Terms and Conditions

Submit a signed Appendix B as the Contractor to whom the contract is awarded shall be required to comply

with the terms and conditions contained therein.

3.7. Conflict of Interest

The Contractor must identify any potential conflict of interest it may have with the County or any other

party or entity that may be affected by the terms of this RFP and responsive proposals. The Contractor

agrees that, should any conflict or potential conflict of interest become known, it will immediately notify the

County of the conflict or potential conflict, and will advise the County whether it will or will not resign from

the other engagement or representation. Unless waived by the County, a conflict or potential conflict may,

in the County's discretion, require withdrawal or rejection of the Contractor’s proposal.

4. Proposal Submittal

Proposals will be limited to no more than five (5) pages in length, excluding a cover sheet, a cover letter,

table of contents, and appendices. The proposal must be combined as one document and the font shall be

no smaller than 11-point. All proposals must include Proposal Content set forth in Section 3 and be sent

electronically to the County Authorized Representative:

Karyn Maki

Karyn.maki@nfp.com

Shari Meyer

shari.meyer@nfp.com

Contractors must submit to the e-mail address above with a subject line clearly marked as Washington

County Proposal for FSA and HSA Administration, no later than March 18, 2026, at 4PM CST. Late submittals

will not be considered.

All proposals, once submitted, become the property of the County. They will not be returned to the

Contractor. Submission of a proposal indicates acceptance by the Contractor of the conditions contained in

this RFP unless clearly and specifically noted in the proposal submitted and confirmed in the contract

between the County and the selected Contractor.

5. Proposal Evaluation and Selection

The County, in coordination with NFP, will evaluate the information the Contractor provides in response to

this RFP. Step one will consist of a review to determine which proposals comply with all mandatory

submission requirements. Non-compliant proposals will, subject to the express and implied rights of the

County, be disqualified and not evaluated further. Step two will consist of scoring each compliant response

based on the evaluation criteria below.

Page |5

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

* Disclaimer: Government BidHub provides information on bids, RFPs (Requests for Proposals), and RFQs (Requests for Qualifications) solely for convenience and informational purposes. This site is not an official public notice board. For official details, responses, or inquiries, please contact the relevant government agency directly.