Upper Moreland Township School District - Employee Benefits Open Enrollment Administration Services - 2026
Upper Moreland Township SDSchool · Willow Grove, PA- Due
- Nov 13, 2026
- 11 days left
- Contract term
- 3 years
- Primary contact
- Donald B. Irwin Jr.
The 30-second brief
The Upper Moreland Township School District in Montgomery County, Pennsylvania, seeks proposals from qualified firms to provide employee benefits open enrollment administration services, platform hosting, and implementation coordination. The scope encompasses annual open enrollment support, data exchange management with vendors including IBX, Capital Rx, and Delta Dental, payroll integration, and reconciliation for approximately 353 employees across multiple bargaining units. The initial contract term is three years with up to two optional one-year renewals. Proposals are due by November 13, 2026, at 2:00 PM, with written questions accepted through October 15, 2026.
Annual employee-benefits open enrollment administration, Enrollment platform licensing and configuration, Electronic data exchange feeds, Employee communications and support, Carrier and payroll reconciliation, And final closeout reporting
Open-enrollment approach and work plan 25%, Platform, data exchange, testing, and reconciliation 25%, Relevant experience, assigned team, and references 20%, Employee communications and support model 15%, Total three-year cost and compensation transparency 15%
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Summary
The Upper Moreland Township School District in Montgomery County, Pennsylvania, seeks proposals from qualified firms to provide employee benefits open enrollment administration services, platform hosting, and implementation coordination.
The scope encompasses annual open enrollment support, data exchange management with vendors including IBX, Capital Rx, and Delta Dental, payroll integration, and reconciliation for approximately 353 employees across multiple bargaining units. The initial contract term is three years with up to two optional one-year renewals. Proposals are due by November 13, 2026, at 2:00 PM, with written questions accepted through October 15, 2026.
EVALUATION CRITERIA
10- Open-enrollment approach and work plan 25%
- Platform
- Data exchange
- Testing
- Reconciliation 25%
- Relevant experience
- Assigned team
- References 20%
- Employee communications and support model 15%
- Total three-year cost and compensation transparency 15%
REQUIRED DELIVERABLES
6- Annual employee-benefits open enrollment administration
- Enrollment platform licensing and configuration
- Electronic data exchange feeds
- Employee communications and support
- Carrier and payroll reconciliation
- Final closeout reporting
REQUIRED ATTACHMENTS
5- Completed data-exchange questionnaire
- Interface matrix
- Completed fee and compensation schedule
- Signed pricing certification
- References
- Submit to
- [email protected]
- Scope location
- Montgomery County, PA
- Reported agency
- Upper Moreland Township School District
Questions about this RFP
How do I respond to this RFP from Upper Moreland Township SD?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 13, 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: [email protected]. For questions, contact Donald B. Irwin Jr..
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Upper Moreland Township SD in PA, 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 Donald B. Irwin Jr.. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Annual employee-benefits open enrollment administration, Enrollment platform licensing and configuration, Electronic data exchange feeds, Employee communications and support, Carrier and payroll reconciliation, And final closeout reporting. 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: "Open-enrollment approach and work plan 25%, Platform, data exchange, testing, and reconciliation 25%, Relevant experience, assigned team, and references 20%, Employee communications and support model..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Upper Moreland Township SD?
All active and historical solicitations from Upper Moreland Township SD are tracked and searchable. As a school agency, Upper Moreland Township SD 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 3 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 13, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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: Completed data-exchange questionnaire, interface matrix, completed fee and compensation schedule, signed pricing certification, references. Review the full document from Upper Moreland Township SD for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Montgomery County, PA. Review the full solicitation for detailed scope requirements.