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New York State Insurance Fund Medicare Set Aside Services RFP 2026-01-INS

New York State Insurance Fund | State of New York logoNew York State Insurance Fund | State of New York
Due
Aug 26, 2026
Deadline passed
Posted
Jul 8, 2026
Contract term
5 years
Primary contact
Alicia Jemmott
(518) 437-4209

The 30-second brief

What they're buying

The New York State Insurance Fund (NYSIF) is soliciting proposals for Medicare Set Aside (MSA) allocation services for workers' compensation claims. The contract term is five years with two one-year extension options. Proposals are due August 26, 2026.

What you must deliver

MSA allocations, CMS submissions, Case reviews, Medical and pharmaceutical cost projections, Rated age calculations

How it's scored

Technical Proposal (65%), Financial Proposal (30%), Quantitative Factor for Business Certification (5%)

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Summary

The New York State Insurance Fund (NYSIF) is soliciting proposals for Medicare Set Aside (MSA) allocation services for workers' compensation claims. The contract term is five years with two one-year extension options. Proposals are due August 26, 2026.

EVALUATION CRITERIA

Technical Proposal65%
Financial Proposal30%
Quantitative Factor for Business Certification5%

REQUIRED DELIVERABLES

5
  • MSA allocations
  • CMS submissions
  • Case reviews
  • Medical and pharmaceutical cost projections
  • Rated age calculations

REQUIRED ATTACHMENTS

23
  • No Bid form
  • Exhibit A
  • Exhibit B
  • Exhibit C
  • Appendix D
  • Appendix E
  • Appendix F
  • Appendix G
  • Appendix H
  • Appendix J
  • Appendix K
  • Appendix M
  • Appendix N
  • Appendix S
  • Appendix T
  • Appendix V
  • Appendix X
  • Appendix Y
  • Appendix Z
  • Attachment 1
  • Attachment 2
  • Attachment 3
  • Attachment 4
Submit to
15 Computer Drive West, Albany, NY 12205 or [email protected]
Duration
84 months
Scope location
Albany, NY
Reported agency
New York State Insurance Fund

Questions about this RFP

How do I respond to this RFP from New York State Insurance Fund | State of New York?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 26, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 15 Computer Drive West, Albany, NY 12205 or [email protected]. For questions, contact Alicia Jemmott.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including New York State Insurance Fund | State of New York in NY, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Alicia Jemmott at (518) 437-4209. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: MSA allocations, CMS submissions, Case reviews, Medical and pharmaceutical cost projections, Rated age calculations. Proposals should clearly address how each deliverable will be met.

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What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Technical Proposal (65%), Financial Proposal (30%), Quantitative Factor for Business Certification (5%)" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from New York State Insurance Fund | State of New York?

All active and historical solicitations from New York State Insurance Fund | State of New York are tracked and searchable. As a state agency, New York State Insurance Fund | State of New York regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What is the contract term for this solicitation?

The anticipated contract term is 5 years. Contract terms may include renewal options.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: No Bid form, Exhibit A, Exhibit B, Exhibit C, Appendix D, Appendix E, Appendix F, Appendix G, Appendix H, Appendix J, Appendix K, Appendix M, Appendix N, Appendix S, Appendix T, Appendix V, Appendix X. Review the full document from New York State Insurance Fund | State of New York for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Albany, NY. Review the full solicitation for detailed scope requirements.

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