Georgetown Ionwave #202704 Addendum 1

Administration and recordkeeping for Georgetown’s HRA and 401(a) special-pay program

The City of Georgetown is seeking a provider to administer and keep records for a special-pay program combining an HRA with a future-phase 401(a) plan. - Government buyer: City of Georgetown Purchasing Department, with involvement from the Human Resources Division. - Requested services: HRA eligibility and account setup; claims review, substantiation, denials and appeals; reimbursement and payment reconciliation; participant support; City reporting; data security and continuity; implementation, testing, communications, training, and transition assistance. - 401(a) scope: The solicitation covers coordinated program administration, but no 401(a) contributions or recordkeeping are expected in Year 1; 401(a) recordkeeping may be introduced in a future phase. Investment consulting is excluded. - Estimated participation: About 176 employees initially, with approximately 12 additional employees becoming eligible annually. Participation is expected to be mandatory for eligible employees, with no open enrollment. No part numbers or physical products are requested. - Fees and requirements: Respondents must propose fees and disclose direct and indirect compensation. Providers must be appropriately licensed and comply with applicable laws. No incumbent provider or current administrative fee was reported. - Named organizations: 1st Pass Healthcare Solutions, LLC; A6 Scientific Corp.; AAllen.us, LLC; Adila Hilal; AEB; Aetna; Aetna/CVS; AFFION PUBLIC; Aflac; Aflac Benefits Solutions; Aflac1; Alamo HR, LLC; Alight Solutions; All About People; Ameriflex; and Corebridge Financial. These names appear in supplier-invitation or plan-holder information; they are not identified as incumbents or awardees. - Contract term: One year from the executed contract’s effective date, with up to four additional one-year renewals by mutual agreement. Month-to-month continuation may apply while a replacement agreement is executed.

Description

The City of Georgetown is seeking proposals for administration and recordkeeping of a combined 401(a) and HRA special-pay program associated with excess sick pay. The selected offeror must meet the RFP requirements, maintain proper licensing, and comply with applicable federal, state, and local laws. Proposals must be submitted electronically through the City E-bid system by November 17, 2026, at 2:00 PM CT. Addendum No. 1 estimates 176 eligible employees, with approximately 12 additional employees expected to become eligible annually; the 401(a) recordkeeping capability is intended for a future phase and will not be implemented in Year 1.

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