Invitation for Bids 

ENTITLED: Employee Benefit Card (EBC)

Release Date: June 12, 2024

Bid Submission Due Date: August 14, 2024 3:00 p.m. ET

All inquiries, questions, filings and submission of Bids must be directed in writing to:

NYS Department of Civil Service
Attn: Office of Financial Administration
Empire State Plaza, Swan Street Building, Core 1
Albany, New York 12239

E-mail: DCSprocurement@cs.ny.gov

Table of Contents  

Invitation for Bids

Employee Benefit Card (EBC) IFB

Appendices

APPENDIX A - Standard Clauses for New York State Contracts, dated June 2023

APPENDIX B - Standard Clauses for All Department of Civil Service Contracts, dated March 2024

APPENDIX C - Information Security Requirements, dated March 2024

APPENDIX D - PLACEHOLDER

APPENDIX E - Insurance Requirements


Attachments

ATTACHMENT 1 - Offeror Affirmation of Understanding and Agreement

ATTACHMENT 2 - Procurement Lobbying Policy

ATTACHMENT 3 - Formal Offer Letter

ATTACHMENT 4 - Questions Template

ATTACHMENT 5 - NYS Department of Civil Service Debriefing Guidelines

ATTACHMENT 6 - PLACEHOLDER

ATTACHMENT 7 - Offeror Certifications Form

ATTACHMENT 8 - Non-Material Deviations Template

ATTACHMENT 9 - Key Subcontractors or Affiliates

ATTACHMENT 10 - PLACEHOLDER

ATTACHMENT 11 - Freedom of Information Law (FOIL) Request for Redaction Chart

ATTACHMENT 12 - Price Quotation Form

ATTACHMENT 13 - Bid Submission Checklist

ATTACHMENT 14 - PLACEHOLDER

ATTACHMENT 15 - Glossary of Defined Terms


Exhibits

EXHIBIT 1 - Employee Benefit Card Specifications

EXHIBIT 2 - Sample Empire Plan Employee Benefit Card and Card Carrier

EXHIBIT 3 - Sample Employee Benefit Card Envelope

EXHIBIT 4 - Sample Card Detail Report

EXHIBIT 5 - Sample Card Summary Report

EXHIBIT 6 - Sample Data Load Count Report

EXHIBIT 7 - Sample Address Change Report

EXHIBIT 8 - Sample Quarterly Performance Report

EXHIBIT 9 - Sample Empire Plan Card File Layout

EXHIBIT 10 - Employee Benefit Cards Production Scenarios

EXHIBIT 11 - Benefit Programs

EXHIBIT 12 - Empire Plan Crosswalk