STATE OF WISCONSIN DEPARTMENT OF EMPLOYEE TRUST FUNDS
COMPLIANCE AUDIT SERVICES FOR THE
GROUP LIFE INSURANCE PROGRAM
OFFERED BY THE GROUP INSURANCE BOARD
REQUEST FOR PROPOSAL
ETJ0005


To Whom It May Concern:

The Department of Employee Trust Funds is requesting proposals for compliance audit services administered by third party administrators (TPA). Five separate procurements are being implemented. The five procurements (Request for Proposals or RFP) are as follows:

RFP# RFP TITLE
ETJ0001 Compliance Audit Services for Income Continuation Insurance (ICI) and Long-Term Disability Insurance (LTDI)
ETJ0002 Compliance Audit Services for Group Health Insurance
ETJ0003 Compliance Audit Services for Pharmacy Benefit Management (PBM)
ETJ0004 Compliance Audit Services for Employee Reimbursement Accounts (ERA) and Commuter Benefits Program
ETJ0005 Compliance Audit Services for Group Life Insurance Program

Qualified vendors are encouraged to submit competitive proposals on each of the above. One or more vendors may be awarded a contract. Prospective vendors may submit proposals for one, two, or all of the RFPs referenced above. However, for each RFP that a vendor chooses to bid on, the response must be complete and separate from other RFP responses. After considering the proposals and prior to awarding a contract, the Department reserves the right to negotiate with any or all vendors a discounted final cost based on the vendor(s) being awarded more than one contract.

Each of the five RFPs for compliance audit services is posted on the Employee Trust Funds web site at http://etfextranet.it.state.wi.us. All modifications and other information associated with these RFPs will be posted on this web site. As such, interested vendors are encouraged to check this web site for updates frequently. No other notification regarding modifications will be provided.

The deadline for receipt of proposals for all five RFPs is October 8, 2009 at 3:00 PM CDT. Late submissions may not be considered. Questions may be emailed to Betty Wittmann, Manager, Optional Insurance Plans & Audits at betty.wittmann@etf.state.wi.us. The RFP number and title should be referenced in your email.

 

Process Updates
03/26/12 Post Contract
11/23/09 Issue Intent to Contract
11/23/09 Abstract.xls
09/16/09 Q & A Set 7
09/14/09 Q & A Set 1
09/14/09 Q & A Set 6
09/14/09 Audit Summary Reports
08/25/09 Updated Link to RFP
Updated tabs on Cost Proposal
Completed listing of Resource Materials
08/24/09 Expect to issue RFP

Contract
Wipfli LLP Audit Group Life Contract Amendment#2 ETJ0005 January 1, 2016 through May 31, 2019
Wipfli LLP Audit Group Life Contract ETJ0005 01/02/2010 through 12/31/2015
with option for one, three-year renewal period

RFP
ETJ0001-5 RFP Document.doc

Cost
Section D Cost Proposal Spreed Sheet.xls


Reference Materials

DocumentWeb Address
WI State Statutes Ch. 40 http://www.legis.state.wi.us/statutes/Stat0040.pdf
GROUP INSURANCE PROGRAMS Web site http://etf.wi.gov/

RFP# ETJ0001 Income Continuation and Long-Term Disability Insurance
DocumentWeb Address
WI State Statutes Ch. 40, Subch. V http://www.legis.state.wi.us/statutes/Stat0040.pdf
Ch. ETF 50, WI Admin. Code http://www.legis.state.wi.us/rsb/code/etf/etf050.pdf
ICI Plan Language http://etf.wi.gov/publications/ici_contract_plan_language.pdf
ICI - State 2008 Program Fact Sheet http://etf.wi.gov/publications/et8918.pdf
ICI State Booklet http://etf.wi.gov/publications/et2106.pdf
ICI - Local 2008 Program Fact Sheet http://etf.wi.gov/publications/et8931.pdf
ICI Local Booklet http://etf.wi.gov/publications/et2129.pdf
LTDI Program Booklet http://etf.wi.gov/publications/et5314.pdf

RFP# ETJ0002 Group Health Insurance
The Standard Plans are available to employees and retirees (annuitants) of the State and Wisconsin Public Employers (WPE or Locals).
DocumentWeb Address
Group Health Insurance Fact Sheet 2007 http://etf.wi.gov/publications/et8902.pdf
Professional Administrative Services Only contract http://etfonline.wi.gov/etf/internet/RFP/HealthInsRFP10/2008PASAfnl.doc
Health Benefit Plan contract http://etfonline.wi.gov/etf/internet/RFP/HealthInsRFP10/2008HBPfnl.doc
Stop Loss contract (WPE) http://etfonline.wi.gov/etf/internet/RFP/HealthInsRFP10/2009StopLossPolicy_1.doc
http://etfonline.wi.gov/etf/internet/RFP/HealthInsRFP10/2009StopLossPolicy_2.doc
http://etfonline.wi.gov/etf/internet/RFP/HealthInsRFP10/2009StopLossPolicy_3.doc
Audit Summary Letter to Group Insurance Board http://etfonline.wi.gov/etf/internet/RFP/HealthInsRFP10/CTIWPSAudit.doc
Audit Executive Summary Report http://etfonline.wi.gov/etf/internet/RFP/HealthInsRFP10/ExecutiveSummary.pdf
WPS' response to Executive Summary Report http://etfonline.wi.gov/etf/internet/RFP/HealthInsRFP10/ETF_Final.pdf
Benefit booklets for members: Web Address
State Medicare Plus $1,000,000 -- State annuitants http://etf.wi.gov/publications/et4113.pdf
Standard Plan - State Employees http://etf.wi.gov/publications/et2112.pdf
State Maintenance Plan (SMP) -State Employees http://etf.wi.gov/publications/dc_content/dc_2008/State_ET2107/complete_book.pdf (See Section D)
WPE Standard Plan http://etf.wi.gov/publications/et2131.pdf
WPE Deductible Standard Plan http://etf.wi.gov/publications/et2161.pdf
WPE Standard PPP Plan http://etf.wi.gov/publications/et2160.pdf
WPE Deductible Standard PPP Plan http://etf.wi.gov/publications/et2162.pdf
WPE SMP Plan http://etf.wi.gov/publications/et2165.pdf
WPE Deductible SMP Plan http://etf.wi.gov/publications/et2163.pdf

RFP# ETJ0003 Pharmacy Benefits Manager
DocumentWeb Address
State of Wisconsin Pharmacy Benefit Program Information http://etf.wi.gov/publications/et8933.pdf
Prescription Drug Benefit/PBM Program Specifics http://etf.wi.gov/members/benefits_pbm.htm
Guidelines/Uniform Benefits (Section D) http://etf.wi.gov/publications/dc_content/dc_2009/State_ET2107/ET2107_complete.pdf
Navitus Health Solutions web site https://www.navitus.com/Pages/PlanSpecificInfo_ETF.aspx
Navitus Member Handbook https://www.navitus.com/Document%20Library/ETF_MB.pdf
PBM Contract http://etfonline.wi.gov/etf/internet/RFP/PharBeneMgmt10/PBM_Contract_Main.pdf
http://etfonline.wi.gov/etf/internet/RFP/PharBeneMgmt10/PBM_Contract_1stAmend.pdf
http://etfonline.wi.gov/etf/internet/RFP/PharBeneMgmt10/PBM_Contract_2ndAddendum.pdf
http://etfonline.wi.gov/etf/internet/RFP/PharBeneMgmt10/PBM_Contract_BusAssocAddendum.pdf
Retiree Drug Subsidy Program http://rds.cms.hhs.gov/
Centers for Medicare & Medicaid Services (CMS) - Medicare Section http://www.cms.hhs.gov/home/medicare.asp
2006 RDS Actuarial Report http://etfonline.wi.gov/etf/internet/RFP/PharBeneMgmt10/MedicarePartDSummary2006.pdf
2007 RDS Actuarial Report http://etfonline.wi.gov/etf/internet/RFP/PharBeneMgmt10/MedicarePartDSummary2007.pdf
2008 RDS Actuarial Report http://etfonline.wi.gov/etf/internet/RFP/PharBeneMgmt10/MedicarePartDSummary2008.pdf
PBM Fact Sheet http://etfonline.wi.gov/etf/internet/RFP/PharBeneMgmt10/PBMFactSheet.pdf

RFP# ETJ0004 Employee Reimbursement Account
DocumentWeb Address
WI State Statutes Ch. 40, Subch. VIII http://www.legis.state.wi.us/statutes/Stat0040.pdf
2009 ERA Benefits Booklet http://etf.wi.gov/publications/era_2009booklet.pdf
Commuter Benefits User Guide http://etf.wi.gov/members/commuter_users_guide.pdf
ERA/Commuter Benefits Contract http://etfonline.wi.gov/etf/internet/RFP/ERARFP10/era_contract.pdf
ERA Fact Sheet http://etf.wi.gov/publications/et8900.pdf
Audit Summary Letter to Group Insurance Board http://etfonline.wi.gov/etf/internet/RFP/ERARFP10/AuditReportCoverLetter.doc
Audit Summary Reports http://etfonline.wi.gov/etf/internet/RFP/ERARFP10/AuditSummaryReports.pdf

RFP# ETJ0005 Group Life Insurance
DocumentWeb Address
WI State Statutes Ch. 40, Subch. VI http://www.legis.state.wi.us/statutes/Stat0040.pdf
Wisconsin WPE Group Life Insurance Plan http://etf.wi.gov/publications/et2101.pdf
Group Life Insurance Plan Monthly Rates http://etf.wi.gov/publications/et2164.pdf
Group Life Insurance After You Terminate Employment http://etf.wi.gov/publications/et4104.htm
WPE Group Life Insurance Summary http://etf.wi.gov/members/benefits_life_ins.htm
Life Insurance Fact Sheet http://etf.wi.gov/publications/et8903.pdf
WPE Life Insurance Policy #2832-G http://etfonline.wi.gov/etf/internet/RFP/LifeInsRFP10/LifeInsPolicy.pdf
WPE Life Insurance Administrative Agreement http://etfonline.wi.gov/etf/internet/RFP/LifeInsRFP10/LifeInsAdminAgreement_1.pdf
http://etfonline.wi.gov/etf/internet/RFP/LifeInsRFP10/LifeInsAdminAgreement_2.pdf
2008 Financial Experience Report http://etfonline.wi.gov/etf/internet/RFP/LifeInsRFP10/FinancialReport.pdf
Audit Summary Reports http://etf.wi.gov/boards/agenda_items_2007/gib20070213_item4a.pdf