Active SLED Opportunity · WISCONSIN · MILWAUKEE COUNTY
AI Summary
Milwaukee County seeks proposals for insurance coverage and administrative services for its Basic and Optional Life Insurance programs. The contract term is three years with renewal options. Key dates include a pre-proposal conference on May 12, 2026, and proposal submission deadline on May 26, 2026.
Milwaukee County (“County”) is issuing this Request for Proposal (“RFP”) to solicit proposals from qualified and experienced firms to provide insurance coverage and full administrative services for the County’s Basic Life Insurance and Optional Life Insurance programs. The County intends to award a contract for an initial term of three (3) year term, with renewal options, to the Respondent selected through this RFP. Willis Towers Watson Midwest, Inc.(“WTW”) serves as Milwaukee County’s Broker of Record.
| Status | Event Name | Location | Description | Dates | Mandatory |
|---|---|---|---|---|---|
| Ongoing | Deadline to Request Active Employees and Retirees Census data | To receive the confidential active employees and retirees census data, Respondent must complete and sign Attachment 10 – Minimum Qualifications Acknowledgment, and complete pages 1 and 2 of the Attachment 11 – Confidentiality Information Agreement. Both documents must be submitted no later than May 19, 2026, at 5:00 PM CT to Sara Torres at sara.torres@milwuakeecountywi.gov. Upon receipt, the unsigned Confidentiality Information Agreement will be routed via DocuSign for execution. Once fully executed, the census data will be provided within two (2) business days to the email address identified in the Confidentiality Information Agreement. | May 5th 2026, 3:30 PM CDT - May 19th 2026, 5:00 PM CDT | No | |
| Ongoing | Open Date | Online Portal | Posting date for the Opportunity | May 5th 2026, 3:30 PM CDT | N/A |
| Upcoming | Optional Pre-Proposal Conference | Microsoft Teams Meeting Link: https://teams.microsoft.com/meet/232725956415940?p=wwH1lZ3X6MvT8ltj1l | A pre-proposal conference is a meeting held prior to the proposal due date to provide prospective Respondents with a clear understanding of the solicitation requirements. During the conference, Milwaukee County will review key elements of the RFP, including the Scope of Work, proposal requirements, and required documentation, and will provide Respondents the opportunity to ask questions and seek clarification. This process helps ensure that all Respondents receive consistent, transparent information. | May 12th 2026, 10:30 AM CDT - May 12th 2026, 10:30 AM CDT | No |
| Upcoming | Questions Due Date | Online Portal | Deadline to submit Questions | May 15th 2026, 5:00 PM CDT | N/A |
| Upcoming | Close Date | Online Portal | Deadline for Submissions | May 26th 2026, 5:00 PM CDT | N/A |
Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.
| Name | Type | # Files | Requirement | Instructions | Actions |
|---|---|---|---|---|---|
| Preliminary Questionnaire (Q-29WY) | Questionnaire: Excel (.xlsx) | 1 | Required | You will need to fill out the provided Response Template for this Questionnaire. | Download |
| Attachment 12 -Technical Proposal Questionnaire | File Type: Excel (.xls, .xlsx) | 1 | Required | ||
| Additional Information (Technical details only)) | File Type: Any (.*) | Multiple | Optional | ||
| Price Proposal | File Type: PDF (.pdf) | Multiple | Required | ||
| Attachment 1 - Proprietary Information Disclosure Form | File Type: PDF (.pdf) | 1 | Required | ||
| Redacted Proposal (Required if Proprietary Information identified in Attachment 1) | File Type: PDF (.pdf) | Multiple | Optional | ||
| Attachment 2 - EEOC | File Type: PDF (.pdf) | 1 | Required | ||
| Attachment 4 - Sworn Statement of Respondent | File Type: PDF (.pdf) | 1 | Required | ||
| Attachment 5 - Exceptions Form | File Type: PDF (.pdf) | 1 | Required | ||
| Attachment 7 - Respondent Information Form | File Type: PDF (.pdf) | 1 | Required | ||
| Attachment 8- Conflict of Interest Stipulation | File Type: PDF (.pdf) | 1 | Required | ||
| Attachment 9 - Certification regarding Debarment and Suspension | File Type: PDF (.pdf) | 1 | Required | ||
| Attachment 10 - Minimum Qualifications Acknowledgement | File Type: PDF (.pdf) | 1 | Required |
File Type Description Date Created Actions 1 Basic Life Insurance and Optional Life Insurance Program RFP-2026-004.pdf Documentation RFP Document May 5th 2026, 3:14 PM CDT Download Addendum 1.pdf Addenda Document - Addendum 1 - Optional Pre-proposal Conference Read more... May 6th 2026, 3:10 PM CDT Download Attachment 1 - Proprietary Info Disclosure Form.pdf Documentation Attachment 1 - Proprietary Info Disclosure Form Mar 18th 2026, 11:14 AM CDT Download Attachment 10 -Minimum Qualifications Acknowledgement.pdf Documentation Attachment 10 -Minimum Qualifications Acknowledgement. May 5th 2026, 2:38 PM CDT Download Attachment 11- Confidential Information Agreement.pdf Documentation Attachment 11 - Confidentiality Information Agreement May 5th 2026, 12:51 PM CDT Download Attachment 12 - Technical Proposal Questionnaire.xlsx Documentation Attachment 12 - Technical Proposal Questionnaire May 5th 2026, 12:46 PM CDT Download Attachment 2 - EEOC.pdf Documentation Attachment 2 - EEOC Mar 18th 2026, 11:15 AM CDT Download Attachment 4 - Sworn Statement of Respondent.pdf Documentation Attachment 4 - Sworn Statement of Respondent Mar 18th 2026, 11:15 AM CDT Download Attachment 5 - Exceptions.docx Documentation Attachment 5 - Exceptions May 4th 2026, 11:22 AM CDT Download Attachment 5a - Milwaukee County Terms and Conditions.pdf Documentation Attachment 5a - Milwaukee County Terms and Conditions May 4th 2026, 12:15 PM CDT Download Attachment 7 - Respondent Information Sheet.pdf Documentation Attachment 7 - Respondent Information Sheet Mar 18th 2026, 11:27 AM CDT Download Attachment 8 - Conflict of Interest.pdf Documentation Attachment 8 - Conflict of Interest Mar 18th 2026, 11:28 AM CDT Download Attachment 9 - Certification re Debarment Suspension.pdf Documentation Attachment 9 - Certification regarding Debarment Suspension Read more... Mar 18th 2026, 11:28 AM CDT Download
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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